Semanteon Capital Management’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
$187K Buy
17,306
+5,333
+45% +$71.4K 0.84% 88
2026
Q1
$178K Buy
+11,973
New +$137K 2.39% 29

Other funds holding LXU

Semanteon Capital Management's LXU Position: Q2 2026 in Review

Semanteon Capital Management increased its LSB Industries (LXU) stake by 45% in Q2 2026, buying an estimated $71.4K and bringing the position to 17,306 shares worth $187K. The position accounts for 0.84% of the portfolio, ranked #88.

Semanteon Capital Management first reported a position in LXU in Q1 2026 and has held it in 2 quarters since. 200 funds tracked by Wall St. Rank hold LXU as of Q2 2026.

  • Semanteon Capital Management held 17,306 shares of LSB Industries worth $187K as of Q2 2026.
  • Semanteon Capital Management bought 5,333 LSB Industries shares in Q2 2026, an estimated $71.4K.
  • LSB Industries made up 0.84% of Semanteon Capital Management's portfolio in Q2 2026, its #88 holding.
  • Semanteon Capital Management first reported a position in LSB Industries in Q1 2026 and has held it in 2 quarters since.
  • 200 funds tracked by Wall St. Rank held LSB Industries as of Q2 2026.

Based on Semanteon Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.