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K2 Principal Fund’s LSB Industries LXU Stock Holding History

K2 Principal Fund’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
2015
Q3 		– Sell
-386,529
Closed -$12.1M – 181
2015
Q2 		$12.1M Buy
386,529
+32,597
+9% +$1.07M 2.18% 8
2015
Q1 		$11.3M Buy
353,932
+330,532
+1,413% +$9.04M 2.37% 10
2014
Q4 		$566K Buy
+23,400
New +$599K 0.13% 112

Other funds holding LXU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

K2 Principal Fund's LXU Position: Q3 2015 in Review

K2 Principal Fund sold out of LSB Industries (LXU) in Q3 2015, closing a stake of 386,529 shares — an estimated $12.1M sold.

K2 Principal Fund first reported a position in LXU in Q4 2014 and held it in 3 quarters. The position peaked at $12.1M in Q2 2015. 139 funds tracked by Wall St. Rank hold LXU as of Q3 2015.

  • K2 Principal Fund reported no remaining LSB Industries position as of Q3 2015 after selling out during the quarter.
  • K2 Principal Fund sold 386,529 LSB Industries shares in Q3 2015, an estimated $12.1M.
  • K2 Principal Fund first reported a position in LSB Industries in Q4 2014 and held it in 3 quarters.
  • K2 Principal Fund's LSB Industries position peaked at $12.1M in Q2 2015.
  • 139 funds tracked by Wall St. Rank held LSB Industries as of Q3 2015.

Based on K2 Principal Fund's 13F filing for Q3 2015, filed 13 Nov 2015.