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LX

LXU LSB INDUSTRIES INC

2026Q2 · CUSIP 502160104 · Sector: Materials

Cooling

Net holder growth weakened from last quarter

Funds that own it
197
Institutions that reported holding it to the SEC
Net increase in holders
+9
Last quarter 188 → now 197
How unusual is that
Above average
Stronger buying than 67% of US stocks
What the filings say, in one paragraph

197 funds held LXU at the end of 2026Q2, up 9 from the quarter before. Buying has come off its highs, but funds are not exiting. On the business itself, revenue over the last 12 months was $658M(YoY +22.1%), the P/E is 23.1x, return on equity is 6.8%. LXU has had 7 buying rushes in its history, and the price moved -12.4% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Materials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=133 2013Q4: holders=135 2014Q1: holders=135 2014Q2: holders=143 2014Q3: holders=143 2014Q4: holders=137 2015Q1: holders=138 2015Q2: holders=146 2015Q3: holders=139 2015Q4: holders=134 2016Q1: holders=130 2016Q2: holders=134 2016Q3: holders=134 2016Q4: holders=129 2017Q1: holders=112 2017Q2: holders=107 2017Q3: holders=111 2017Q4: holders=100 2018Q1: holders=98 2018Q2: holders=90 2018Q3: holders=92 2018Q4: holders=96 2019Q1: holders=93 2019Q2: holders=87 2019Q3: holders=98 2019Q4: holders=96 2020Q1: holders=90 2020Q2: holders=57 2020Q3: holders=52 2020Q4: holders=52 2021Q1: holders=57 2021Q2: holders=54 2021Q3: holders=72 2021Q4: holders=78 2022Q1: holders=107 2022Q2: holders=115 2022Q3: holders=138 2022Q4: holders=163 2023Q1: holders=153 2023Q2: holders=151 2023Q3: holders=141 2023Q4: holders=137 2024Q1: holders=138 2024Q2: holders=130 2024Q3: holders=131 2024Q4: holders=129 2025Q1: holders=134 2025Q2: holders=126 2025Q3: holders=137 2025Q4: holders=150 2026Q1: holders=188 2026Q2: holders=197 -38 -19 +0 +19 +38 46127207 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 7 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 10% -22.4% —
2022Q4 Top 20% -14.8% -22.6%
2022Q3 Top 5% -3.8% -4.5%
2022Q2 Top 20% +6.4% +0.6%
2022Q1 Top 10% -39.8% -32.4%
2021Q3 Top 10% +10.3% +15.9%
2019Q3 Top 20% +10.1% -31.5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
107
Change in large funds
+18
Total value they hold
$538M
Funds buying for the first time
51
Funds that sold out entirely
42
Price change that quarter
-16.9%
Funds holding puts (bearish)
2
Funds holding calls (bullish)
4

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
23.1
EPS (TTM)
$0.50
EPS YoY
—
Revenue (TTM)
$0.7B
Revenue YoY
+22.1%
Net margin
5.6%
ROE
6.8%
Debt ratio
56.0%
FCF (TTM)
$97M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-03-31: EPS 0.65 2022-06-30: EPS 1.15 2022-09-30: EPS 0.03 2022-12-31: EPS 0.83 2023-03-31: EPS 0.21 2023-06-30: EPS 0.33 2023-09-30: EPS -0.10 2023-12-31: EPS -0.07 2024-03-31: EPS 0.08 2024-06-30: EPS 0.13 2024-09-30: EPS -0.35 2024-12-31: EPS -0.13 2025-03-31: EPS -0.02 2025-06-30: EPS 0.04 2025-09-30: EPS 0.10 2025-12-31: EPS 0.22 2026-03-31: EPS 0.27 2026-06-30: EPS -0.09 0M 142M 285M $M -0.38 0.44 1.26 201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 22 4 104 205 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-57M35M127M 20162017201820192020202120222023202420252026
Latest quarter $35M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.