Antipodes Partners’s LyondellBasell Industries LYB Stock Holding History

Antipodes Partners’s Portfolio LYB Stock Details LYB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-238,718	Closed	-$11.7M	–	141
2025 Q3	$11.7M	Buy	238,718 +29,099	+14%	+$1.64M	0.26%	55
2025 Q2	$12.1M	Buy	209,619 +100,278	+92%	+$5.84M	0.38%	41
2025 Q1	$7.7M	Buy	109,341 +18,201	+20%	+$1.37M	0.24%	39
2024 Q4	$6.77M	Sell	91,140 -1,828	-2%	-$154K	0.24%	40
2024 Q3	$8.92M	Sell	92,968 -35,693	-28%	-$3.42M	0.31%	41
2024 Q2	$12.3M	Sell	128,661 -654,135	-84%	-$64.9M	0.45%	34
2024 Q1	$80.1M	Sell	782,796 -227,698	-23%	-$22.2M	2.53%	18
2023 Q4	$96.1M	Buy	1,010,494 +300,106	+42%	+$28.1M	3%	15
2023 Q3	$67.2M	Buy	+710,388	New	+$68.3M	2.16%	19

Other funds holding LYB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Antipodes Partners's LYB Position: Q4 2025 in Review

Antipodes Partners sold out of LyondellBasell Industries (LYB) in Q4 2025, closing a stake of 238,718 shares — an estimated $11.7M sold.

Antipodes Partners first reported a position in LYB in Q3 2023 and held it in 9 quarters. The position peaked at $96.1M in Q4 2023. 796 funds tracked by Wall St. Rank hold LYB as of Q4 2025.

Antipodes Partners reported no remaining LyondellBasell Industries position as of Q4 2025 after selling out during the quarter.
Antipodes Partners sold 238,718 LyondellBasell Industries shares in Q4 2025, an estimated $11.7M.
Antipodes Partners first reported a position in LyondellBasell Industries in Q3 2023 and held it in 9 quarters.
Antipodes Partners's LyondellBasell Industries position peaked at $96.1M in Q4 2023.
796 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2025.

Based on Antipodes Partners's 13F filing for Q4 2025, filed 5 Feb 2026.