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LXU LSB Industries Inc.

Materials, filed as LSB INDS INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2

  • 2 Owners
  • Max 0.7%
  • $19M
  • 1 add

In 2026 Q2 First Eagle Investment Management added to LSB Industries.

Who owns this now

Largest portfolio weights among holders, up to 0.7% (Third Avenue Management). Not free-float ownership.

  1. Third Avenue Management 0.66%
  2. First Eagle Investment Manage... Add 0.03%

Who owns LXU

Sorted by value, long equity only, as of 2026 Q2.

History
First Eagle Investment Management 0.03% Add +30.8% 1,418,900 $15M History
Third Avenue Management 0.66% Hold 381,096 $4.1M History

2 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by LXU's executives, directors and 10% owners in the last 12 months, from their Form 4s

All LXU insider trades
  • $21K bought by 1 insider
  • $72.6M sold by 1 insider outside a trading plan
  • $9.3M sold by 5 insiders under 10b5-1 plans
  1. Jonathan Z. Ackerman Director
    Buy
    $11K 1,000 shares at $11.30 +9.8% to stake
    Traded Sep 15 Filed Sep 17
    ↗
  2. Jonathan Z. Ackerman Director
    Buy
    $9,890 1,000 shares at $9.89 +11% to stake
    Traded Aug 12 Filed Aug 13
    ↗
  3. Lynn F White Director
    Planned sale
    $472K 40,000 shares at $11.80 17% of stake
    Traded Jun 10 Filed Jun 11
    ↗
  4. Kristy Carver SVP and Treasurer
    Planned sale
    $118K 9,554 shares at $12.38 17% of stake
    Traded Jun 8 Filed Jun 9
    ↗
  5. Todd L Boehly 10% owner
    Sale
    $72.6M 4,889,159 shares at $14.85 32% of stake
    Traded Mar 26 Filed Mar 30
    ↗
  6. Mark T Behrman CEO
    Planned sale
    $2.9M 250,000 shares at $11.75 14% of stake
    Traded Mar 2 Filed Mar 4
    ↗
  7. Kristy Carver SVP and Treasurer
    Planned sale
    $23K 2,091 shares at $10.99 3.5% of stake
    Traded Feb 26 Filed Mar 2
    ↗
  8. Barry H Golsen Director
    Planned sale
    $468K 46,635 shares at $10.04 100% of stake
    Traded Feb 9–11 Filed Feb 11
    ↗
  9. Barry H Golsen Director
    Planned sale
    $1.2M 118,980 shares at $10.05 77% of stake
    Traded Jan 21–23 Filed Jan 23
    ↗
  10. Barry H Golsen Director
    Planned sale
    $172K 17,150 shares at $10.00 12% of stake
    Traded Jan 14–15 Filed Jan 16
    ↗
  11. Kristy Carver SVP and Treasurer
    Planned sale
    $195K 19,550 shares at $9.99 27% of stake
    Traded Jan 14 Filed Jan 16
    ↗
  12. Cheryl Maguire CFO
    Planned sale
    $91K 9,101 shares at $10.00 4.4% of stake
    Traded Jan 14–15 Filed Jan 16
    ↗
  13. Barry H Golsen Director
    Planned sale
    $1.6M 175,697 shares at $9.16 57% of stake
    Traded Jan 8–9 Filed Jan 12
    ↗
  14. Barry H Golsen Director
    Planned sale
    $762K 84,388 shares at $9.03 25% of stake
    Traded Dec 11–12 Filed Dec 15, 2025
    ↗
  15. Barry H Golsen Director
    Planned sale
    $1.3M 139,322 shares at $9.14 34% of stake
    Traded Dec 4–5 Filed Dec 9, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 21 share withholdings for taxes, 17 stock grants, and 4 sales back to the company.

SEC filings

Recent issuer filings from EDGAR, 24 shown.

Filed Form Detail Links
8-K 7.01,9.01 Filing Doc
8-K 7.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 8.01 Filing Doc
8-K 8.01 Filing Doc
8-K 5.07 Filing Doc
8-K 9.01 Filing Doc
10-Q Filing Doc
8-K 9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02 Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc
DEF 14A Filing Doc
8-K 8.01 Filing Doc
8-K 5.02,5.03,7.01 Filing Doc
SCHEDULE 13D/A — Filing Doc
8-K 4.01 Filing Doc
8-K 7.01 Filing Doc
10-K Filing Doc
8-K 2.02 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02 Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $593.71M $522.4M $615.21M
Gross profit $86.26M $47.8M $104.3M
Gross margin * 14.5% 9.1% 17.0%
Net income $27.92M -$19.35M $24.61M
Net margin * 4.7% -3.7% 4.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $436.74M $309.71M $293.29M
Total non-current assets * $861.44M $877.47M $880.24M
Total assets $1.3B $1.19B $1.17B
Total current liabilities $118.53M $135.63M $105.51M
Total equity $518.33M $491.64M $519.97M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $137.52M $86.58M $95.52M
Cash from investing $57.4M -$53.08M -$42.36M
Cash from financing -$157.66M -$114.3M -$53.88M
Net change in cash $37.26M -$80.8M -$0.719M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.