CastleKnight Management LP

Position in LXU — Lsb Industries, Inc.

CIK 1835751 New York, NY

Back to LXU Full portfolio

Position in LXU

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$22,548,408

-$4,986,347 QoQ

Shares Held

1,513,316

-53.3% QoQ

Ownership

2.10%

of shares outstanding

% of Portfolio

1.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

14 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

PutShares

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, 2026

CastleKnight Management LP holds $48,476,433 across 5 Chemicals names. LXU ranks #1 (46.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LXU	Lsb Industries, Inc. This page	1,513,316	$22,548,408
2	ASIX	AdvanSix Inc.	631,781	$15,415,456
3	CE	Celanese Corp	87,400	$5,748,298
4	DOW	Dow Inc.	75,700	$3,152,905
5	OLN	OLIN Corp	54,200	$1,611,366

All Filings in LXU

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20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$22,548,408	1,513,316	+358.6%	Shares	Sole	2026-05-15
2026-03-31	$4,917,000	330,000	-89.8%	Call	Sole	2026-05-15
2025-12-31	$27,534,755	3,239,383	+7.3%	Shares	Sole	2026-02-17
2025-09-30	$23,782,194	3,018,045	+429.5%	Shares	Sole	2025-11-14
2025-09-30	$4,491,600	570,000	-76.7%	Call	Sole	2025-11-14
2025-06-30	$19,060,727	2,443,683	+205.5%	Shares	Sole	2025-08-14
2025-06-30	$6,240,000	800,000	+154.4%	Call	Sole	2025-08-14
2025-03-31	$2,072,541	314,498	+948.3%	Shares	Sole	2025-05-15
2024-03-31	$263,400	30,000	-72.6%	Call	Sole	2024-05-15
2024-03-31	$960,505	109,397	-21.8%	Shares	Sole	2024-05-15
2023-12-31	$1,302,552	139,909	-23.0%	Shares	Sole	2024-02-14
2023-09-30	$1,859,906	181,809	+21.2%	Shares	Sole	2023-11-14
2023-09-30	$1,534,500	150,000	-24.4%	Call	Sole	2023-11-14
2023-03-31	$2,049,306	198,384	-64.8%	Shares	Sole	2023-05-15
2022-12-31	$7,494,550	563,500	+146.5%	Shares	Sole	2023-02-14
2022-09-30	$3,257,550	228,600	-58.4%	Call	Sole	2022-11-14
2022-09-30	$7,830,261	549,492	+58.9%	Shares	Sole	2022-11-14
2022-06-30	$4,791,665	345,719	+2.3%	Shares	Sole	2022-08-15
2022-03-31	$7,383,601	338,077	-2.3%	Shares	Sole	2022-05-16
2021-12-31	$3,824,714	346,128	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.