Position in LXU
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$13,706,657
+$10,984,804 QoQ
Shares Held
919,910
+187.3% QoQ
Ownership
1.28%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LXU Over Time
Shares Held
Position Value (USD)
Derivatives in LXU
reported options exposure · as of Mar 31, 2026CallValue
$761,390
CallShares
51,100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Chemicals
Basic Materials · as of Mar 31, 2026JANE STREET GROUP, LLC holds $128,307,669 across 13 Chemicals names. LXU ranks #2 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOW |
Dow Inc.
|
1,240,605 | $51,671,196 | |
| 2 | LXU |
Lsb Industries, Inc.
This page
|
919,910 | $13,706,657 | |
| 3 | MEOH |
Methanex Corp
|
221,928 | $13,213,591 | |
| 4 | ASIX |
AdvanSix Inc.
|
405,355 | $9,890,661 | |
| 5 | OLN |
OLIN Corp
|
313,901 | $9,332,274 | |
| 6 | TROX |
Tronox Holdings plc
|
755,435 | $7,380,599 | |
| 7 | RYAM |
Rayonier Advanced Materials Inc.
|
635,746 | $7,037,707 | |
| 8 | REX |
REX AMERICAN RESOURCES Corp
|
119,128 | $5,428,662 |
All Filings in LXU
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,706,657 | 919,910 | Shares | Defined | 2026-05-12 | |
| 2026-03-31 | $761,390 | 51,100 | Call | Defined | 2026-05-12 | |
| 2025-12-31 | $2,721,853 | 320,218 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $3,029,111 | 384,405 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $390,060 | 49,500 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $980,257 | 125,674 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $372,840 | 47,800 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $347,338 | 52,707 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $422,777 | 55,702 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $333,787 | 41,516 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $631,430 | 77,192 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $224,504 | 25,570 | Shares | Defined | 2024-05-16 | |
| 2023-12-31 | $559,372 | 60,083 | Shares | Defined | 2024-02-15 | |
| 2023-06-30 | $518,494 | 52,639 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $187,365 | 18,138 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $186,026 | 13,987 | Shares | Defined | 2023-02-15 | |
| 2022-06-30 | $188,634 | 13,610 | Shares | Defined | 2022-08-16 | |
| 2022-03-31 | $4,083,096 | 186,955 | Shares | Defined | 2022-05-17 | |
| 2022-03-31 | $2,162,160 | 99,000 | Call | Defined | 2022-05-17 | |
| 2022-03-31 | $1,498,224 | 68,600 | Put | Defined | 2022-05-17 | |
| 2020-09-30 | $17,845 | 14,320 | Shares | Defined | 2020-11-17 | |
| 2020-06-30 | $140,273 | 157,204 | Shares | Defined | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||