Position in LXU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,426,272
-$4,758,685 QoQ
Shares Held
316,954
-42.3% QoQ
Ownership
0.440%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#37
of 201 holders
Holding Since
Jun 2023
5 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LXU Over Time
Shares Held
Position Value (USD)
Derivatives in LXU
reported options exposure · as of Jun 30, 2026CallValue
$1,081
CallShares
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 Jun 30, 2026Point72 Asset Management, L.P. holds $120,898,668 across 8 Chemicals names. LXU ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MEOH |
Methanex Corp
|
929,018 | $42,874,180 | |
| 2 | TROX |
Tronox Holdings plc
|
4,646,947 | $29,275,766 | |
| 3 | CE |
Celanese Corp
|
617,266 | $28,394,236 | |
| 4 | OLN |
OLIN Corp
|
344,951 | $6,836,928 | |
| 5 | GPRE |
Green Plains Inc.
|
308,628 | $4,746,698 | |
| 6 | LXU |
Lsb Industries, Inc.
This page
|
316,954 | $3,426,272 | |
| 7 | BAK |
Braskem SA
|
1,233,885 | $3,010,679 | |
| 8 | RYAM |
Rayonier Advanced Materials Inc.
|
296,935 | $2,333,909 |
All Filings in LXU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,426,272 | 316,954 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $1,081 | 100 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $8,184,957 | 549,326 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $157,573 | 18,538 | Shares | Defined | 2026-02-17 | |
| 2024-03-31 | $116,774 | 13,300 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $17,473 | 1,774 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||