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 | – | Sell |
-10,300
| Closed | -$153K | – | 14068 |
|
|
2026
Q1 | $153K | Buy |
+10,300
| New | +$117K | ﹤0.01% | 11970 |
|
|
2025
Q2 | – | Sell |
-17,400
| Closed | -$115K | – | 13280 |
|
|
2025
Q1 | $115K | Buy |
+17,400
| New | +$136K | ﹤0.01% | 11448 |
|
|
2024
Q4 | – | Sell |
-14,500
| Closed | -$117K | – | 12795 |
|
|
2024
Q3 | $117K | Sell |
14,500
-21,500
| -60% | -$171K | ﹤0.01% | 10941 |
|
|
2024
Q2 | $294K | Sell |
36,000
-13,500
| -27% | -$118K | ﹤0.01% | 9485 |
|
|
2024
Q1 | $435K | Buy |
49,500
+24,800
| +100% | +$195K | ﹤0.01% | 8853 |
|
|
2023
Q4 | $230K | Sell |
24,700
-79,400
| -76% | -$724K | ﹤0.01% | 10382 |
|
|
2023
Q3 | $1.06M | Buy |
104,100
+81,500
| +361% | +$844K | ﹤0.01% | 6495 |
|
|
2023
Q2 | $223K | Sell |
22,600
-37,300
| -62% | -$357K | ﹤0.01% | 10057 |
|
|
2023
Q1 | $619K | Sell |
59,900
-8,900
| -13% | -$108K | ﹤0.01% | 8044 |
|
|
2022
Q4 | $915K | Buy |
68,800
+1,500
| +2% | +$22.4K | ﹤0.01% | 6385 |
|
|
2022
Q3 | $959K | Buy |
67,300
+13,800
| +26% | +$195K | ﹤0.01% | 6733 |
|
|
2022
Q2 | $742K | Sell |
53,500
-14,600
| -21% | -$291K | ﹤0.01% | 7259 |
|
|
2022
Q1 | $1.49M | Buy |
68,100
+17,420
| +34% | +$257K | ﹤0.01% | 6158 |
|
|
2021
Q4 | $560K | Sell |
50,680
-20,560
| -29% | -$195K | ﹤0.01% | 8878 |
|
|
2021
Q3 | $560K | Sell |
71,240
-28,730
| -29% | -$179K | ﹤0.01% | 9083 |
|
|
2021
Q2 | $465K | Sell |
99,970
-69,030
| -41% | -$329K | ﹤0.01% | 9758 |
|
|
2021
Q1 | $667K | Buy |
169,000
+148,200
| +713% | +$474K | ﹤0.01% | 8785 |
|
|
2020
Q4 | $54K | Sell |
20,800
-9,490
| -31% | -$17.2K | ﹤0.01% | 10732 |
|
|
2020
Q3 | $38K | Buy |
+30,290
| New | +$38.1K | ﹤0.01% | 10269 |
|
|
2020
Q2 | – | Sell |
-34,060
| Closed | -$55K | – | 10576 |
|
|
2020
Q1 | $55K | Buy |
34,060
+13,260
| +64% | +$27.8K | ﹤0.01% | 9646 |
|
|
2019
Q4 | $67K | Buy |
+20,800
| New | +$70.2K | ﹤0.01% | 9267 |
|
|
2018
Q3 | – | Sell |
-14,690
| Closed | -$60K | – | 9812 |
|
|
2018
Q2 | $60K | Hold |
14,690
| – | – | ﹤0.01% | 9222 |
|
|
2018
Q1 | $69K | Sell |
14,690
-3,900
| -21% | -$23.5K | ﹤0.01% | 8850 |
|
|
2017
Q4 | $125K | Sell |
18,590
-58,630
| -76% | -$368K | ﹤0.01% | 8598 |
|
|
2017
Q3 | $472K | Buy |
77,220
+51,480
| +200% | +$308K | ﹤0.01% | 6621 |
|
|
2017
Q2 | $205K | Sell |
25,740
-47,580
| -65% | -$338K | ﹤0.01% | 8244 |
|
|
2017
Q1 | $529K | Sell |
73,320
-285,220
| -80% | -$1.97M | ﹤0.01% | 6375 |
|
|
2016
Q4 | $2.32M | Buy |
358,540
+314,600
| +716% | +$1.82M | ﹤0.01% | 3764 |
|
|
2016
Q3 | $290K | Sell |
43,940
-57,590
| -57% | -$490K | ﹤0.01% | 6986 |
|
|
2016
Q2 | $943K | Sell |
101,530
-7,540
| -7% | -$75.2K | ﹤0.01% | 4991 |
|
|
2016
Q1 | $1.07M | Sell |
109,070
-16,640
| -13% | -$96.5K | ﹤0.01% | 4946 |
|
|
2015
Q4 | $701K | Buy |
+125,710
| New | +$1.04M | ﹤0.01% | 6136 |
|
|
2015
Q3 | – | Sell |
-9,230
| Closed | -$290K | – | 9925 |
|
|
2015
Q2 | $290K | Buy |
9,230
+1,040
| +13% | +$34K | ﹤0.01% | 8594 |
|
|
2015
Q1 | $260K | Sell |
8,190
-6,240
| -43% | -$171K | ﹤0.01% | 8230 |
|
|
2014
Q4 | $349K | Sell |
14,430
-18,850
| -57% | -$483K | ﹤0.01% | 7877 |
|
|
2014
Q3 | $914K | Sell |
33,280
-41,600
| -56% | -$1.24M | ﹤0.01% | 6097 |
|
|
2014
Q2 | $2.4M | Buy |
74,880
+65,520
| +700% | +$1.95M | ﹤0.01% | 4306 |
|
|
2014
Q1 | $269K | Buy |
+9,360
| New | +$252K | ﹤0.01% | 7758 |
|
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.