LXU
Lsb Industries Inc
Lsb Industries Inc historical holders
total: 2
Third Avenue Management Lsb Industries Inc transactions over time
- Total transactions:
- 14
- New positions:
- 2
- Sold out:
- 1
- Added:
- 5
- Reduced:
- 6
- Held since:
- 2023 Q3
- Held for:
- 11 quarters
- Latest activity:
- 2026 Q1
Third Avenue Management has been an institutional investor in Lsb Industries Inc (LXU) since at least 2013 Q2. According to 2026 Q1 report, Third Avenue Management holds 381,096 shares with a market value of roughly $5.68M representing 0.92% of their equity portfolio. In our earliest available record from 2013 Q2, Third Avenue Management held 861,906 shares of LXU. Third Avenue Management later completely sold out the position and reinvested in LXU again in 2023 Q3. Since at least 2013 Q2, Third Avenue Management has made 13 more transactions in this position.
Does Third Avenue Management still hold LXU?
Yes, Third Avenue Management continues to hold Lsb Industries Inc (LXU). According to their 2026 Q1 report, they maintain a position of 381,096 shares valued at approximately $5.68M, representing 0.92% of their equity portfolio.
Has Third Avenue Management reinvested in LXU after selling?
Yes, Third Avenue Management has shown renewed interest in Lsb Industries Inc (LXU). After completely selling their position, they reinitiated an investment in 2023 Q3, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $9.13
- Weighted AVG sell price:
- $14.90
LXU transactions history by Third Avenue Management
14 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
0.92%
|
381,096
|
$14.90
|
$5,678,330
|
-51.73% (-408,351)
|
-1.11%
|
|
2024 Q3
|
1.04%
|
789,447
|
$8.04
|
$6,347,154
|
+0.20% (+1,538)
|
+0%
|
|
2024 Q1
|
1.10%
|
787,909
|
$8.78
|
$6,917,841
|
+66.50% (+314,695)
|
+0.44%
|
|
2023 Q4
|
0.72%
|
473,214
|
$9.31
|
$4,405,622
|
+1,445.54% (+442,596)
|
+0.68%
|
|
2023 Q3
|
0.05%
|
30,618
|
$10.26
|
$314,141
|
new
|
+0.05%
|
|
2015 Q4
|
0.00%
|
$19.92
|
-100% (-128,336.15)
|
|||
|
2015 Q3
|
0.07%
|
$19.92
|
+0.03% (+36.15)
|
|||
|
2015 Q1
|
0.17%
|
$53.73
|
-36.98% (-75,276.15)
|
|||
|
2014 Q4
|
0.21%
|
$40.87
|
-68.63% (-445,381.54)
|
|||
|
2014 Q2
|
0.68%
|
$54.17
|
-22.30% (-186,225.39)
|
|||
|
2014 Q1
|
0.79%
|
$48.65
|
-2.83% (-24,350)
|
|||
|
2013 Q4
|
0.84%
|
$53.33
|
-0.29% (-2,526.92)
|
|||
|
2013 Q3
|
0.73%
|
$43.59
|
+0.02% (+153.85)
|
|||
|
2013 Q2
|
0.67%
|
$39.53
|
new or own*
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.