Position in LXU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$809,269
-$727,591 QoQ
Shares Held
74,863
-27.4% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#79
of 201 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LXU Over Time
Shares Held
Position Value (USD)
Position in Chemicals
Basic Materials · as of Jun 30, 2026VARCOV Co. holds $1,107,308 across 2 Chemicals names. LXU ranks #1 (73.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LXU |
Lsb Industries, Inc.
This page
|
74,863 | $809,269 | |
| 2 | HUN |
Huntsman CORP
|
28,064 | $298,039 |
All Filings in LXU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $809,269 | 74,863 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,536,860 | 103,145 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $184,135 | 21,663 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||