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Equibles

CastleKnight Management LP

Position in LXU — Lsb Industries, Inc.

CIK 1835751 New York, NY
Back to LXU Full portfolio

Position in LXU

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$16,154,366
-$6,394,042 QoQ
Shares Held
1,494,391
-1.3% QoQ
Ownership
2.08%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#10
of 201 holders
Holding Since
Dec 2021
15 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 Mar 31, 2026
CallValue
$4,917,000
CallShares
330,000
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, 2026

CastleKnight Management LP holds $57,916,483 across 5 Chemicals names. LXU ranks #2 (27.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ASIX
AdvanSix Inc.
 1,590,318 $31,615,521
2 LXU
Lsb Industries, Inc.
This page 		1,494,391 $16,154,366
3 CE
Celanese Corp
 152,200 $7,001,200
4 DOW
Dow Inc.
 75,700 $2,071,152
5 OLN
OLIN Corp
 54,200 $1,074,244

All Filings in LXU

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $16,154,366 1,494,391
2026-03-31 $22,548,408 1,513,316
2026-03-31 $4,917,000 330,000
2025-12-31 $27,534,755 3,239,383
2025-09-30 $23,782,194 3,018,045
2025-09-30 $4,491,600 570,000
2025-06-30 $19,060,727 2,443,683
2025-06-30 $6,240,000 800,000
2025-03-31 $2,072,541 314,498
2024-03-31 $263,400 30,000
2024-03-31 $960,505 109,397
2023-12-31 $1,302,552 139,909
2023-09-30 $1,859,906 181,809
2023-09-30 $1,534,500 150,000
2023-03-31 $2,049,306 198,384
2022-12-31 $7,494,550 563,500
2022-09-30 $3,257,550 228,600
2022-09-30 $7,830,261 549,492
2022-06-30 $4,791,665 345,719
2022-03-31 $7,383,601 338,077
2021-12-31 $3,824,714 346,128