Position in LXU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,280,491
-$761,997 QoQ
Shares Held
1,043,524
+29.1% QoQ
Ownership
1.45%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 201 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in LXU Over Time
Shares Held
Position Value (USD)
Position in Chemicals
Basic Materials · as of Jun 30, 2026MORGAN STANLEY holds $661,232,787 across 15 Chemicals names. LXU ranks #9 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOW |
Dow Inc.
|
15,099,766 | $413,129,592 | |
| 2 | CE |
Celanese Corp
|
1,253,706 | $57,670,476 | |
| 3 | MEOH |
Methanex Corp
|
649,341 | $29,967,084 | |
| 4 | OLN |
OLIN Corp
|
1,384,610 | $27,442,965 | |
| 5 | HUN |
Huntsman CORP
|
2,472,781 | $26,260,929 | |
| 6 | REX |
REX AMERICAN RESOURCES Corp
|
572,684 | $25,856,679 | |
| 7 | TROX |
Tronox Holdings plc
|
3,890,180 | $24,508,129 | |
| 8 | GPRE |
Green Plains Inc.
|
1,431,409 | $22,015,066 |
All Filings in LXU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,280,491 | 1,043,524 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $12,042,488 | 808,221 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,887,626 | 457,368 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,387,570 | 176,088 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,956,954 | 250,892 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,100,548 | 167,003 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,713,537 | 225,763 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $2,017,039 | 250,876 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,154,063 | 141,084 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,471,902 | 167,643 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,780,153 | 191,209 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,163,937 | 113,777 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $726,790 | 73,786 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,127,847 | 302,793 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,287,107 | 397,527 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $11,178,809 | 784,478 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,564,886 | 257,207 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $2,982,686 | 136,570 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $1,520,776 | 137,627 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $674,365 | 66,050 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $352,093 | 58,198 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $213,405 | 41,599 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $65,338 | 19,274 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $33,241 | 20,519 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $33,160 | 28,588 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $175,366 | 83,507 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||