Position in LXU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$787,956
+$525,689 QoQ
Shares Held
52,883
+71.4% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LXU Over Time
Shares Held
Position Value (USD)
Position in Chemicals
Basic Materials · as of Mar 31, 2026Balyasny Asset Management L.P. holds $155,571,901 across 10 Chemicals names. LXU ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOW |
Dow Inc.
|
1,486,689 | $61,920,596 | |
| 2 | CE |
Celanese Corp
|
738,410 | $48,565,225 | |
| 3 | MEOH |
Methanex Corp
|
280,475 | $16,699,481 | |
| 4 | GPRE |
Green Plains Inc.
|
715,374 | $11,767,902 | |
| 5 | OLN |
OLIN Corp
|
272,045 | $8,087,897 | |
| 6 | TROX |
Tronox Holdings plc
|
429,146 | $4,192,755 | |
| 7 | ASIX |
AdvanSix Inc.
|
94,980 | $2,317,511 | |
| 8 | REX |
REX AMERICAN RESOURCES Corp
|
19,626 | $894,356 |
All Filings in LXU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $787,956 | 52,883 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $262,267 | 30,855 | Shares | Other | 2026-02-17 | |
| 2022-12-31 | $181,132 | 13,619 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $405,740 | 28,473 | Shares | Other | 2022-11-15 | |
| 2022-03-31 | $963,012 | 44,094 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $169,363 | 15,327 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||