Jeff Yass’s LSB Industries LXU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.5M | Buy |
138,500
+103,800
| +299% | +$1.39M | ﹤0.01% | 7174 |
|
|
2026
Q1 | $517K | Sell |
34,700
-99,700
| -74% | -$1.14M | ﹤0.01% | 9578 |
|
|
2025
Q4 | $1.14M | Buy |
134,400
+11,200
| +9% | +$98.8K | ﹤0.01% | 6887 |
|
|
2025
Q3 | $971K | Buy |
123,200
+48,700
| +65% | +$395K | ﹤0.01% | 7435 |
|
|
2025
Q2 | $581K | Buy |
74,500
+33,900
| +83% | +$232K | ﹤0.01% | 8823 |
|
|
2025
Q1 | $268K | Buy |
+40,600
| New | +$317K | ﹤0.01% | 10315 |
|
|
2024
Q4 | – | Sell |
-18,600
| Closed | -$150K | – | 12794 |
|
|
2024
Q3 | $150K | Sell |
18,600
-130,900
| -88% | -$1.04M | ﹤0.01% | 10743 |
|
|
2024
Q2 | $1.22M | Buy |
149,500
+119,900
| +405% | +$1.05M | ﹤0.01% | 6111 |
|
|
2024
Q1 | $260K | Buy |
29,600
+11,500
| +64% | +$90.6K | ﹤0.01% | 10033 |
|
|
2023
Q4 | $169K | Sell |
18,100
-61,900
| -77% | -$565K | ﹤0.01% | 10858 |
|
|
2023
Q3 | $818K | Buy |
80,000
+23,100
| +41% | +$239K | ﹤0.01% | 7096 |
|
|
2023
Q2 | $560K | Buy |
56,900
+34,500
| +154% | +$330K | ﹤0.01% | 8053 |
|
|
2023
Q1 | $231K | Sell |
22,400
-78,100
| -78% | -$952K | ﹤0.01% | 10275 |
|
|
2022
Q4 | $1.34M | Sell |
100,500
-46,900
| -32% | -$699K | ﹤0.01% | 5543 |
|
|
2022
Q3 | $2.1M | Sell |
147,400
-16,700
| -10% | -$236K | ﹤0.01% | 4818 |
|
|
2022
Q2 | $2.27M | Sell |
164,100
-72,200
| -31% | -$1.44M | ﹤0.01% | 4644 |
|
|
2022
Q1 | $5.16M | Buy |
236,300
+127,090
| +116% | +$1.87M | ﹤0.01% | 3595 |
|
|
2021
Q4 | $1.21M | Buy |
109,210
+63,450
| +139% | +$601K | ﹤0.01% | 6783 |
|
|
2021
Q3 | $359K | Sell |
45,760
-259,220
| -85% | -$1.61M | ﹤0.01% | 10183 |
|
|
2021
Q2 | $1.42M | Buy |
304,980
+1,170
| +0.4% | +$5.57K | ﹤0.01% | 6813 |
|
|
2021
Q1 | $1.2M | Buy |
303,810
+206,960
| +214% | +$661K | ﹤0.01% | 7238 |
|
|
2020
Q4 | $253K | Buy |
96,850
+37,960
| +64% | +$69K | ﹤0.01% | 9616 |
|
|
2020
Q3 | $73K | Buy |
+58,890
| New | +$74K | ﹤0.01% | 10077 |
|
|
2020
Q2 | – | Sell |
-236,860
| Closed | -$383K | – | 10575 |
|
|
2020
Q1 | $383K | Sell |
236,860
-2,340
| -1% | -$4.91K | ﹤0.01% | 7494 |
|
|
2019
Q4 | $773K | Buy |
+239,200
| New | +$807K | ﹤0.01% | 6033 |
|
|
2018
Q4 | – | Sell |
-16,900
| Closed | -$127K | – | 9526 |
|
|
2018
Q3 | $127K | Sell |
16,900
-4,420
| -21% | -$25.9K | ﹤0.01% | 8503 |
|
|
2018
Q2 | $87K | Sell |
21,320
-106,600
| -83% | -$455K | ﹤0.01% | 9094 |
|
|
2018
Q1 | $603K | Buy |
127,920
+1,430
| +1% | +$8.61K | ﹤0.01% | 6251 |
|
|
2017
Q4 | $852K | Buy |
126,490
+78,910
| +166% | +$496K | ﹤0.01% | 5556 |
|
|
2017
Q3 | $291K | Sell |
47,580
-23,530
| -33% | -$141K | ﹤0.01% | 7459 |
|
|
2017
Q2 | $565K | Buy |
71,110
+54,210
| +321% | +$385K | ﹤0.01% | 6415 |
|
|
2017
Q1 | $122K | Sell |
16,900
-30,160
| -64% | -$208K | ﹤0.01% | 8306 |
|
|
2016
Q4 | $305K | Buy |
47,060
+14,690
| +45% | +$85.2K | ﹤0.01% | 7944 |
|
|
2016
Q3 | $214K | Sell |
32,370
-114,400
| -78% | -$973K | ﹤0.01% | 7479 |
|
|
2016
Q2 | $1.36M | Sell |
146,770
-119,210
| -45% | -$1.19M | ﹤0.01% | 4235 |
|
|
2016
Q1 | $2.61M | Buy |
265,980
+221,130
| +493% | +$1.28M | ﹤0.01% | 3276 |
|
|
2015
Q4 | $250K | Buy |
+44,850
| New | +$370K | ﹤0.01% | 8035 |
|
|
2015
Q3 | – | Sell |
-39,910
| Closed | -$1.25M | – | 9923 |
|
|
2015
Q2 | $1.25M | Buy |
39,910
+10,140
| +34% | +$332K | ﹤0.01% | 5715 |
|
|
2015
Q1 | $946K | Buy |
+29,770
| New | +$814K | ﹤0.01% | 5872 |
|
|
2014
Q4 | – | Sell |
-15,860
| Closed | -$436K | – | 9890 |
|
|
2014
Q3 | $436K | Buy |
15,860
+6,110
| +63% | +$182K | ﹤0.01% | 7439 |
|
|
2014
Q2 | $313K | Buy |
+9,750
| New | +$290K | ﹤0.01% | 8306 |
|
|
2014
Q1 | – | Sell |
-45,500
| Closed | -$1.44M | – | 9195 |
|
|
2013
Q4 | $1.44M | Buy |
45,500
+30,940
| +213% | +$801K | ﹤0.01% | 4846 |
|
|
2013
Q3 | $376K | Buy |
+14,560
| New | +$362K | ﹤0.01% | 6872 |
|
Other funds holding LXU
RR
SFM
CM
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.