Walleye Capital’s LSB Industries LXU Stock Holding History

Walleye Capital’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	$142K	Buy	+13,104	New	+$175K	﹤0.01%	3697
2024 Q1	–	Sell	-16,217	Closed	-$151K	–	5675
2023 Q4	$151K	Buy	+16,217	New	+$148K	﹤0.01%	3831
2022 Q4	–	Sell	-22,599	Closed	-$322K	–	3444
2022 Q3	$322K	Sell	22,599 -82,073	-78%	-$1.16M	0.01%	1787
2022 Q2	$1.45M	Buy	104,672 +61,716	+144%	+$1.23M	0.04%	472
2022 Q1	$938K	Sell	42,956 -87,678	-67%	-$1.29M	0.03%	670
2021 Q4	$1.44M	Buy	130,634 +50,035	+62%	+$474K	0.04%	421
2021 Q3	$633K	Buy	+80,599	New	+$502K	0.02%	682
2019 Q4	–	Sell	-15,930	Closed	-$63K	–	2060
2019 Q3	$63K	Buy	+15,930	New	+$56.8K	﹤0.01%	1550

Other funds holding LXU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Robotti Robert $620M AUM 55.18% 1-Year Est. Return

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 Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Walleye Capital's LXU Position: Q2 2026 in Review

Walleye Capital opened a new position in LSB Industries (LXU) in Q2 2026: 13,104 shares worth $142K. The stake represents ﹤0.01% of the portfolio and ranks #3697 among its holdings. This is a return to the name: Walleye Capital previously reported a position in LXU as recently as Q4 2023.

Walleye Capital first reported a position in LXU in Q3 2019 and has held it in 8 quarters since. The position peaked at $1.45M in Q2 2022. 201 funds tracked by Wall St. Rank hold LXU as of Q2 2026.

Walleye Capital held 13,104 shares of LSB Industries worth $142K as of Q2 2026.
LSB Industries was a new Walleye Capital position in Q2 2026.
LSB Industries made up ﹤0.01% of Walleye Capital's portfolio in Q2 2026, its #3697 holding.
Walleye Capital first reported a position in LSB Industries in Q3 2019 and has held it in 8 quarters since.
Walleye Capital's LSB Industries position peaked at $1.45M in Q2 2022.
201 funds tracked by Wall St. Rank held LSB Industries as of Q2 2026.

Based on Walleye Capital's 13F filing for Q2 2026, filed 3 Aug 2026.