Pecaut & Co’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
$395K Hold
36,500
0.12% 56
2026
Q1
$544K Sell
36,500
-2,000
-5% -$22.8K 0.18% 55
2025
Q4
$327K Hold
38,500
0.11% 58
2025
Q3
$303K Sell
38,500
-5,000
-11% -$40.6K 0.1% 62
2025
Q2
$339K Hold
43,500
0.11% 61
2025
Q1
$287K Buy
43,500
+5,000
+13% +$39K 0.1% 62
2024
Q4
$292K Buy
38,500
+26,500
+221% +$228K 0.1% 61
2024
Q3
$96.5K Buy
+12,000
New +$95.3K 0.03% 73

Other funds holding LXU

Pecaut & Co's LXU Position: Q2 2026 in Review

Pecaut & Co held its LSB Industries (LXU) position steady in Q2 2026 at 36,500 shares worth $395K. The position accounts for 0.12% of the portfolio, ranked #56.

Pecaut & Co first reported a position in LXU in Q3 2024 and has held it in 8 quarters since. The position peaked at $544K in Q1 2026. 201 funds tracked by Wall St. Rank hold LXU as of Q2 2026.

  • Pecaut & Co held 36,500 shares of LSB Industries worth $395K as of Q2 2026.
  • Pecaut & Co left its LSB Industries share count unchanged in Q2 2026.
  • LSB Industries made up 0.12% of Pecaut & Co's portfolio in Q2 2026, its #56 holding.
  • Pecaut & Co first reported a position in LSB Industries in Q3 2024 and has held it in 8 quarters since.
  • Pecaut & Co's LSB Industries position peaked at $544K in Q1 2026.
  • 201 funds tracked by Wall St. Rank held LSB Industries as of Q2 2026.

Based on Pecaut & Co's 13F filing for Q2 2026, filed 3 Aug 2026.