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Third Avenue Management’s LSB Industries LXU Stock Holding History

Third Avenue Management’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
2026
Q2 		$4.12M Hold
381,096
– – 0.66% 46
2026
Q1 		$5.68M Sell
381,096
-408,351
-52% -$4.66M 0.92% 34
2025
Q4 		$6.71M Hold
789,447
– – 1.22% 29
2025
Q3 		$6.13M Hold
789,447
– – 1.15% 29
2025
Q2 		$6.16M Hold
789,447
– – 1.27% 28
2025
Q1 		$5.2M Hold
789,447
– – 1.04% 34
2024
Q4 		$5.99M Hold
789,447
– – 1.16% 32
2024
Q3 		$6.35M Buy
789,447
+1,538
+0.2% +$12.2K 1.04% 36
2024
Q2 		$6.45M Hold
787,909
– – 1.11% 31
2024
Q1 		$6.92M Buy
787,909
+314,695
+67% +$2.48M 1.1% 31
2023
Q4 		$4.41M Buy
473,214
+442,596
+1,446% +$4.04M 0.72% 42
2023
Q3 		$314K Buy
+30,618
New +$317K 0.05% 57
2015
Q4 		– Sell
-216,888
Closed -$2.56M – 118
2015
Q3 		$2.56M Buy
216,888
+61
+0% +$1.35K 0.07% 104
2015
Q2 		$6.81M Hold
216,827
– – 0.17% 77
2015
Q1 		$6.89M Sell
216,827
-127,217
-37% -$3.48M 0.17% 82
2014
Q4 		$8.32M Sell
344,044
-752,695
-69% -$19.3M 0.21% 63
2014
Q3 		$30.1M Hold
1,096,739
– – 0.63% 47
2014
Q2 		$35.2M Sell
1,096,739
-314,720
-22% -$9.37M 0.68% 39
2014
Q1 		$40.6M Sell
1,411,459
-41,152
-3% -$1.11M 0.79% 35
2013
Q4 		$45.8M Sell
1,452,611
-4,270
-0.3% -$111K 0.84% 35
2013
Q3 		$37.6M Buy
1,456,881
+260
+0% +$6.46K 0.73% 45
2013
Q2 		$34.1M Buy
+1,456,621
New +$36.5M 0.67% 46

Other funds holding LXU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RR
Robotti Robert $620M AUM 55.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Third Avenue Management's LXU Position: Q2 2026 in Review

Third Avenue Management held its LSB Industries (LXU) position steady in Q2 2026 at 381,096 shares worth $4.12M. The position accounts for 0.66% of the portfolio, ranked #46.

Third Avenue Management first reported a position in LXU in Q2 2013 and has held it in 22 quarters since. The position peaked at $45.8M in Q4 2013. 201 funds tracked by Wall St. Rank hold LXU as of Q2 2026.

  • Third Avenue Management held 381,096 shares of LSB Industries worth $4.12M as of Q2 2026.
  • Third Avenue Management left its LSB Industries share count unchanged in Q2 2026.
  • LSB Industries made up 0.66% of Third Avenue Management's portfolio in Q2 2026, its #46 holding.
  • Third Avenue Management first reported a position in LSB Industries in Q2 2013 and has held it in 22 quarters since.
  • Third Avenue Management's LSB Industries position peaked at $45.8M in Q4 2013.
  • 201 funds tracked by Wall St. Rank held LSB Industries as of Q2 2026.

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