Semanteon Capital Management, LP

Position in LXU — Lsb Industries, Inc.

CIK 1738809 NEWTON, MA

Position in LXU

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$187,077

+$8,680 QoQ

Shares Held

17,306

+44.5% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#136

of 201 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

Semanteon Capital Management, LP holds $553,626 across 3 Chemicals names. LXU ranks #2 (33.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HUN	Huntsman CORP	19,490	$206,983
2	LXU	Lsb Industries, Inc. This page	17,306	$187,077
3	TROX	Tronox Holdings plc	25,328	$159,566

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$187,077	17,306	+44.5%	Shares	Sole	2026-08-12
2026-03-31	$178,397	11,973	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.