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LXU position history

The shares of LSB Industries (LXU) that THIRD AVENUE MANAGEMENT LLC reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2023 Q3: 30,618 shares, $314K, 0.05% of portfolio, New
  2. 2023 Q4: 473,214 shares, $4.4M, 0.72% of portfolio, Add +1445.5%
  3. 2024 Q1: 787,909 shares, $6.9M, 1.1% of portfolio, Add +66.5%
  4. 2024 Q2: 787,909 shares, $6.4M, 1.1% of portfolio
  5. 2024 Q3: 789,447 shares, $6.3M, 1.0% of portfolio, Add +0.2%
  6. 2024 Q4: 789,447 shares, $6M, 1.2% of portfolio
  7. 2025 Q1: 789,447 shares, $5.2M, 1.0% of portfolio
  8. 2025 Q2: 789,447 shares, $6.2M, 1.3% of portfolio
  9. 2025 Q3: 789,447 shares, $6.1M, 1.2% of portfolio
  10. 2025 Q4: 789,447 shares, $6.7M, 1.2% of portfolio
  11. 2026 Q1: 381,096 shares, $5.7M, 0.92% of portfolio, Reduce −51.7%
  12. 2026 Q2: 381,096 shares, $4.1M, 0.66% of portfolio
Holdings date Value % of holdings Shares Filing date All 13F holders