JY
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Jeff Yass’s LSB Industries LXU Stock Holding History

Jeff Yass’s Portfolio LXU Stock Details LXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.07M Sell
284,114
-2,076,421
-88% -$27.8M ﹤0.01% 5572
2026
Q1 		$35.2M Buy
+2,360,535
New +$26.9M ﹤0.01% 1579
2025
Q4 		– Sell
-122,805
Closed -$1.08M – 13077
2025
Q3 		$968K Sell
122,805
-52,409
-30% -$425K ﹤0.01% 7443
2025
Q2 		$1.37M Buy
175,214
+17,404
+11% +$119K ﹤0.01% 6657
2025
Q1 		$1.04M Buy
157,810
+121,634
+336% +$948K ﹤0.01% 7159
2024
Q4 		$275K Buy
36,176
+8,220
+29% +$70.6K ﹤0.01% 10026
2024
Q3 		$225K Buy
+27,956
New +$222K ﹤0.01% 10228
2024
Q2 		– Sell
-28,817
Closed -$252K – 12751
2024
Q1 		$253K Sell
28,817
-25,226
-47% -$199K ﹤0.01% 10096
2023
Q4 		$503K Sell
54,043
-1,204
-2% -$11K ﹤0.01% 8649
2023
Q3 		$565K Sell
55,247
-25,267
-31% -$262K ﹤0.01% 7941
2023
Q2 		$793K Sell
80,514
-53,990
-40% -$517K ﹤0.01% 7217
2023
Q1 		$1.39M Buy
134,504
+12,091
+10% +$147K ﹤0.01% 5982
2022
Q4 		$1.63M Buy
122,413
+2,541
+2% +$37.9K ﹤0.01% 5107
2022
Q3 		$1.71M Buy
119,872
+74,380
+164% +$1.05M ﹤0.01% 5270
2022
Q2 		$631K Sell
45,492
-129,464
-74% -$2.58M ﹤0.01% 7695
2022
Q1 		$3.82M Buy
174,956
+57,782
+49% +$852K ﹤0.01% 4166
2021
Q4 		$1.29M Buy
117,174
+51,993
+80% +$492K ﹤0.01% 6583
2021
Q3 		$512K Buy
+65,181
New +$406K ﹤0.01% 9345
2021
Q2 		– Sell
-36,234
Closed -$173K – 12969
2021
Q1 		$143K Sell
36,234
-46,719
-56% -$149K ﹤0.01% 11688
2020
Q4 		$216K Sell
82,953
-337,917
-80% -$614K ﹤0.01% 9917
2020
Q3 		$524K Buy
420,870
+203,825
+94% +$256K ﹤0.01% 7563
2020
Q2 		$194K Buy
217,045
+151,082
+229% +$163K ﹤0.01% 9061
2020
Q1 		$107K Buy
+65,963
New +$138K ﹤0.01% 9276
2019
Q4 		– Sell
-35,862
Closed -$121K – 10244
2019
Q3 		$143K Buy
35,862
+20,785
+138% +$74.1K ﹤0.01% 9355
2019
Q2 		$45K Buy
+15,077
New +$57.5K ﹤0.01% 9861
2019
Q1 		– Sell
-18,808
Closed -$80K – 9422
2018
Q4 		$80K Buy
+18,808
New +$110K ﹤0.01% 8316
2017
Q4 		– Sell
-36,158
Closed -$227K – 9627
2017
Q3 		$221K Buy
36,158
+11,294
+45% +$67.6K ﹤0.01% 7867
2017
Q2 		$198K Sell
24,864
-1,217
-5% -$8.64K ﹤0.01% 8301
2017
Q1 		$188K Sell
26,081
-102,212
-80% -$706K ﹤0.01% 8046
2016
Q4 		$831K Buy
128,293
+107,892
+529% +$626K ﹤0.01% 5916
2016
Q3 		$135K Buy
+20,401
New +$173K ﹤0.01% 7818
2016
Q2 		– Sell
-16,501
Closed -$165K – 8996
2016
Q1 		$162K Sell
16,501
-76,661
-82% -$444K ﹤0.01% 8152
2015
Q4 		$520K Buy
+93,162
New +$769K ﹤0.01% 6695
2015
Q3 		– Sell
-203,301
Closed -$6.39M – 9924
2015
Q2 		$6.39M Buy
203,301
+8,850
+5% +$290K ﹤0.01% 2556
2015
Q1 		$6.18M Buy
194,451
+12,110
+7% +$331K ﹤0.01% 2444
2014
Q4 		$4.41M Buy
182,341
+23,091
+14% +$591K ﹤0.01% 3080
2014
Q3 		$4.37M Buy
159,250
+141,504
+797% +$4.21M ﹤0.01% 3220
2014
Q2 		$569K Buy
+17,746
New +$528K ﹤0.01% 7221
2014
Q1 		– Sell
-7,089
Closed -$191K – 9196
2013
Q4 		$224K Buy
+7,089
New +$184K ﹤0.01% 8065

Other funds holding LXU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RR
Robotti Robert $620M AUM 55.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Jeff Yass's LXU Position: Q2 2026 in Review

Jeff Yass reduced its LSB Industries (LXU) stake by 88% in Q2 2026, selling an estimated $27.8M and leaving 284,114 shares worth $3.07M. The position accounts for ﹤0.01% of the portfolio, ranked #5572.

Jeff Yass first reported a position in LXU in Q4 2013 and has held it in 39 quarters since. The position peaked at $35.2M in Q1 2026. 200 funds tracked by Wall St. Rank hold LXU as of Q2 2026.

  • Jeff Yass held 284,114 shares of LSB Industries worth $3.07M as of Q2 2026.
  • Jeff Yass sold 2,076,421 LSB Industries shares in Q2 2026, an estimated $27.8M.
  • LSB Industries made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5572 holding.
  • Jeff Yass first reported a position in LSB Industries in Q4 2013 and has held it in 39 quarters since.
  • Jeff Yass's LSB Industries position peaked at $35.2M in Q1 2026.
  • 200 funds tracked by Wall St. Rank held LSB Industries as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.