Position in LXU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,578,308
+$3,841,450 QoQ
Shares Held
307,269
+225.3% QoQ
Ownership
0.427%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LXU Over Time
Shares Held
Position Value (USD)
Derivatives in LXU
reported options exposure · as of Sep 30, 2021CallValue
$0
CallShares
0
PutValue
$215,979
PutShares
27,500
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, 2026ExodusPoint Capital Management, LP holds $24,206,826 across 6 Chemicals names. LXU ranks #3 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MEOH |
Methanex Corp
|
136,645 | $8,135,843 | |
| 2 | OLN |
OLIN Corp
|
247,536 | $7,359,245 | |
| 3 | LXU |
Lsb Industries, Inc.
This page
|
307,269 | $4,578,308 | |
| 4 | REX |
REX AMERICAN RESOURCES Corp
|
54,102 | $2,465,428 | |
| 5 | ASIX |
AdvanSix Inc.
|
50,108 | $1,222,635 | |
| 6 | GPRE |
Green Plains Inc.
|
27,074 | $445,367 |
All Filings in LXU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,578,308 | 307,269 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $736,858 | 94,469 | Shares | Sole | 2025-08-13 | |
| 2023-09-30 | $673,502 | 65,836 | Shares | Sole | 2023-11-13 | |
| 2022-09-30 | $196,963 | 13,822 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $1,268,397 | 91,515 | Shares | Other | 2022-08-22 | |
| 2022-03-31 | $1,869,613 | 85,605 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $690,879 | 62,523 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $73,464 | 9,354 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $215,979 | 27,500 | Put | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||