LXUNYSEIndustrial Inorganic ChemicalsFiscal year ends December 31
LSB INDUSTRIES, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$10.48−0.15 (-1.41%)
Close on Oct 19, 2026
- Market cap
- $759.16M
- P/E (TTM)
- 21.0
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
71.7%
52M of 72M shares
Institutional holders
201
50 new, 36 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
2 buys · 36 sales
Net sold $81.90M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| CastleKnight Management LP | 4,917,905 | 6.80% | 13G (passive) | Oct 3, 2025 |
| BlackRock, Inc. | 3,997,366 | 5.60% | 13G (passive) amendment | Mar 31, 2026 |
| Todd L. Boehly | 10,417,768 | 14.50% | 13D (active) amendment | Mar 26, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LXU | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,699,495 | 6.53% | $50.80M | +635,339 | 0.00% |
| American Century Companies Inc | 3,205,231 | 4.45% | $34.65M | +909,230 | 0.02% |
| First Eagle Investment Management, LLC | 2,837,800 | 3.94% | $30.68M | +1,752,800 | 0.03% |
| Vanguard Capital Management LLC | 2,510,165 | 3.49% | $27.13M | +265,848 | 0.00% |
| Dimensional Fund Advisors LP | 2,425,322 | 3.37% | $26.22M | −6,614 | 0.00% |
| Robotti Robert | 2,119,699 | 2.94% | $22.91M | −400 | 3.70% |
| Renaissance Technologies LLC | 1,748,406 | 2.43% | $18.90M | −44,100 | 0.03% |
| Systematic Financial Management LP | 1,671,625 | 2.32% | $18.07M | −73,579 | 0.36% |
| Arrowstreet Capital, Limited Partnership | 1,560,506 | 2.17% | $16.87M | +791,498 | 0.01% |
| Qube Research & Technologies Ltd | 1,533,049 | 2.13% | $16.57M | +1,082,302 | 0.02% |
| CastleKnight Management LP | 1,494,391 | 2.08% | $16.15M | −18,925 | 0.22% |
| Geode Capital Management, LLC | 1,468,036 | 2.04% | $15.87M | +153,271 | 0.00% |
| State Street Corp | 1,304,343 | 1.81% | $14.10M | +173,034 | 0.00% |
| T. Rowe Price Investment Management, Inc. | 1,252,441 | 1.74% | $13.54K | +234,478 | 0.01% |
| Citadel Advisors LLC | 1,087,599 | 1.51% | $11.76M | +270,036 | 0.00% |
| Morgan Stanley | 1,043,524 | 1.45% | $11.28M | +235,303 | 0.00% |
| Two Sigma Investments, LP | 955,862 | 1.33% | $10.33M | +420,567 | 0.01% |
| Charles Schwab Investment Management Inc | 880,489 | 1.22% | $9.52M | −49,362 | 0.00% |
| Vanguard Portfolio Management LLC | 777,568 | 1.08% | $8.41M | +323,784 | 0.00% |
| Acadian Asset Management LLC | 593,716 | 0.82% | $6.41K | +436,916 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 201 | 52M | 71.7% | 50 / 82 | 50 / 36 | 13M | 11M |
| Q1 2026 | 189 | 49M | 68.6% | 60 / 66 | 43 / 16 | 22M | 9M |
| Q4 2025 | 149 | 40M | 55.4% | 24 / 37 | 62 / 12 | 2M | 3M |
| Q3 2025 | 138 | 41M | 57.1% | 23 / 48 | 42 / 11 | 3M | 2M |
| Q2 2025 | 126 | 40M | 55.3% | 22 / 46 | 39 / 29 | 5M | 3M |
| Q1 2025 | 134 | 38M | 52.8% | 19 / 42 | 44 / 11 | 3M | 2M |
| Q4 2024 | 128 | 37M | 51.7% | 16 / 48 | 38 / 19 | 2M | 3M |
| Q3 2024 | 131 | 39M | 54.0% | 22 / 37 | 44 / 19 | 10M | 2M |
| Q2 2024 | 130 | 36M | 50.3% | 18 / 39 | 45 / 25 | 2M | 4M |
| Q1 2024 | 138 | 38M | 53.0% | 21 / 44 | 52 / 20 | 3M | 4M |
| Q4 2023 | 138 | 39M | 54.0% | 16 / 52 | 47 / 17 | 5M | 6M |
| Q3 2023 | 140 | 40M | 55.1% | 19 / 48 | 49 / 29 | 5M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LXU | Value | % of fund | As of |
|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value ETF | 2,499,166 | 3.47% | $31.34M | 0.12% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,834,946 | 2.55% | $19.84M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,558,550 | 2.16% | $16.85M | 0.02% | Jun 30, 2026 |
| First Eagle Small Cap Opportunity Fund | 1,287,976 | 1.79% | $14.01M | 0.48% | Jul 31, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 728,346 | 1.01% | $7.87M | 0.07% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 654,865 | 0.91% | $7.12M | 0.02% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 613,817 | 0.85% | $6.64M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 560,678 | 0.78% | $6.06M | 0.04% | Jun 30, 2026 |
| Third Avenue Small-Cap Value Fund | 441,768 | 0.61% | $4.81M | 2.21% | Jul 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 355,662 | 0.49% | $3.84M | 0.16% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 337,894 | 0.47% | $4.24M | 0.05% | May 31, 2026 |
| U.S. Targeted Value Portfolio | 323,066 | 0.45% | $3.51M | 0.02% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 317,727 | 0.44% | $3.46M | 0.02% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 300,286 | 0.42% | $3.27M | 0.02% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 280,166 | 0.39% | $3.51M | 0.01% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Mark T. Behrman | President and CEO, Director | 2,194,075 | 3.05% | Apr 27, 2026 |
| Kristy Carver | SVP and Treasurer | 47,452 | 0.07% | Jun 9, 2026 |
| Cheryl Maguire | EVP and CFO | 198,065 | 0.28% | Mar 18, 2026 |
| Scott D. Bemis | EVP - Manufacturing | 32,156 | 0.04% | Feb 6, 2026 |
| Michael J. Foster | EVP, General Counsel and Sec | 351,575 | 0.49% | Feb 6, 2026 |
| Damien Renwick | EVP and CCO | 123,829 | 0.17% | Feb 6, 2026 |
| Jonathan Z. Ackerman | Director | 11,252 | 0.02% | Sep 17, 2026 |
| Lynn F. White | Director | 202,489 | 0.28% | Jun 11, 2026 |
| Riccardo Bertocco | Director | 26,012 | 0.04% | May 27, 2026 |
| John D. Chandler | Director | 34,012 | 0.05% | May 27, 2026 |
| Diana M. Peninger | Director | 74,065 | 0.10% | May 27, 2026 |
| Barry H. Golsen | Director | 94,909 | 0.13% | Feb 11, 2026 |
| Steven L. Packebush | Director | 60,635 | 0.08% | May 20, 2025 |
| Richard Roedel | Director | 159,212 | 0.22% | Dec 18, 2024 |
| Todd L. Boehly | 10% owner | 10,374,334 | 14.41% | Mar 30, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jonathan Z. Ackerman Director | Sep 15, 2026 | Buy | +1,000 | $11.30 | $11.30K | 11,252 |
| Jonathan Z. Ackerman Director | Aug 12, 2026 | Buy | +1,000 | $9.89 | $9.89K | 10,252 |
| Lynn F. White Director | Jun 10, 2026 | Sale(10b5-1 plan) | −40,000 | $11.80 | $472.00K | 202,489 |
| Kristy Carver SVP and Treasurer | Jun 8, 2026 | Sale(10b5-1 plan) | −9,554 | $12.38 | $118.28K | 47,452 |
| Jonathan Z. Ackerman Director | May 22, 2026 | Award | +9,252 | $12.97 | $120.00K | 9,252 |
| Lynn F. White Director | May 22, 2026 | Award | +9,252 | $12.97 | $120.00K | 242,489 |
| Riccardo Bertocco Director | May 22, 2026 | Award | +9,252 | $12.97 | $120.00K | 26,012 |
| Diana M. Peninger Director | May 22, 2026 | Award | +9,252 | $12.97 | $120.00K | 74,065 |
| John D. Chandler Director | May 22, 2026 | Award | +9,252 | $12.97 | $120.00K | 34,012 |
| Mark T. Behrman President and CEO, Director | Apr 24, 2026 | Award | +706,880 | $14.57 | $10.30M | 2,194,075 |
| Todd L. Boehly 10% owner | Mar 26, 2026 | Sale | −4,889,159 | $14.85 | $72.60M | 10,374,334 |
| Cheryl Maguire EVP and CFO | Mar 12, 2026 | Returned to company | −20,000 | $15.00 | $300.00K | 198,065 |
| Mark T. Behrman President and CEO, Director | Mar 2, 2026 | Sale(10b5-1 plan) | −250,000 | $11.75 | $2.94M | 1,487,195 |
| Kristy Carver SVP and Treasurer | Feb 26, 2026 | Sale(10b5-1 plan) | −2,091 | $10.99 | $22.98K | 57,006 |
| Barry H. Golsen Director | Feb 11, 2026 | Sale(10b5-1 plan) | −13,386 | $10.04 | $134.40K | 0 |
| Barry H. Golsen Director | Feb 11, 2026 | Sale(10b5-1 plan) | −4,427 | $10.04 | $44.45K | 46,619 |
| Barry H. Golsen Director | Feb 10, 2026 | Sale(10b5-1 plan) | −19,162 | $10.04 | $192.39K | 13,386 |
| Barry H. Golsen Director | Feb 10, 2026 | Sale(10b5-1 plan) | −6,339 | $10.04 | $63.64K | 51,046 |
| Barry H. Golsen Director | Feb 9, 2026 | Sale(10b5-1 plan) | −826 | $10.00 | $8.26K | 57,385 |
| Barry H. Golsen Director | Feb 9, 2026 | Sale(10b5-1 plan) | −2,495 | $10.00 | $24.95K | 32,548 |
| Damien Renwick EVP and CCO | Feb 4, 2026 | Award | +25,115 | – | – | 123,829 |
| Scott D. Bemis EVP - Manufacturing | Feb 4, 2026 | Award | +10,584 | – | – | 32,156 |
| Kristy Carver SVP and Treasurer | Feb 4, 2026 | Award | +8,124 | – | – | 59,097 |
| Cheryl Maguire EVP and CFO | Feb 4, 2026 | Award | +29,462 | – | – | 218,065 |
| Mark T. Behrman President and CEO, Director | Feb 4, 2026 | Award | +153,604 | – | – | 1,737,195 |
| Michael J. Foster EVP, General Counsel and Sec | Feb 4, 2026 | Award | +26,545 | – | – | 351,575 |
| Michael J. Foster EVP, General Counsel and Sec | Jan 26, 2026 | Tax withholding | −2,514 | $9.88 | $24.84K | 318,234 |
| Michael J. Foster EVP, General Counsel and Sec | Jan 26, 2026 | Award | +12,159 | $9.88 | $120.13K | 330,393 |
| Michael J. Foster EVP, General Counsel and Sec | Jan 26, 2026 | Tax withholding | −5,363 | $9.88 | $52.99K | 325,030 |
| Mark T. Behrman President and CEO, Director | Jan 26, 2026 | Tax withholding | −29,937 | $9.88 | $295.78K | 1,583,591 |
| Mark T. Behrman President and CEO, Director | Jan 26, 2026 | Tax withholding | −14,034 | $9.88 | $138.66K | 1,545,644 |
| Mark T. Behrman President and CEO, Director | Jan 26, 2026 | Award | +67,884 | $9.88 | $670.69K | 1,613,528 |
| Cheryl Maguire EVP and CFO | Jan 26, 2026 | Tax withholding | −5,413 | $9.88 | $53.48K | 188,603 |
| Cheryl Maguire EVP and CFO | Jan 26, 2026 | Award | +12,274 | $9.88 | $121.27K | 194,016 |
| Cheryl Maguire EVP and CFO | Jan 26, 2026 | Tax withholding | −2,538 | $9.88 | $25.08K | 181,742 |
| Kristy Carver SVP and Treasurer | Jan 26, 2026 | Tax withholding | −868 | $9.88 | $8.58K | 49,078 |
| Kristy Carver SVP and Treasurer | Jan 26, 2026 | Award | +3,747 | $9.88 | $37.02K | 52,825 |
| Kristy Carver SVP and Treasurer | Jan 26, 2026 | Tax withholding | −1,852 | $9.88 | $18.30K | 50,973 |
| Damien Renwick EVP and CCO | Jan 26, 2026 | Tax withholding | −1,692 | $9.88 | $16.72K | 94,128 |
| Damien Renwick EVP and CCO | Jan 26, 2026 | Tax withholding | −3,597 | $9.88 | $35.54K | 98,713 |
| Damien Renwick EVP and CCO | Jan 26, 2026 | Award | +8,182 | $9.88 | $80.84K | 102,310 |
| Barry H. Golsen Director | Jan 23, 2026 | Sale(10b5-1 plan) | −3,959 | $10.03 | $39.71K | 58,211 |
| Barry H. Golsen Director | Jan 23, 2026 | Sale(10b5-1 plan) | −11,967 | $10.03 | $120.03K | 35,043 |
| Barry H. Golsen Director | Jan 22, 2026 | Sale(10b5-1 plan) | −4,884 | $10.02 | $48.94K | 47,010 |
| Barry H. Golsen Director | Jan 22, 2026 | Sale(10b5-1 plan) | −1,616 | $10.02 | $16.19K | 62,170 |
| Barry H. Golsen Director | Jan 21, 2026 | Sale(10b5-1 plan) | −24,001 | $10.06 | $241.45K | 63,786 |
| Barry H. Golsen Director | Jan 21, 2026 | Sale(10b5-1 plan) | −72,553 | $10.06 | $729.88K | 51,894 |
| Cheryl Maguire EVP and CFO | Jan 21, 2026 | Returned to company | −5,899 | $10.01 | $59.05K | 184,280 |
| Michael J. Foster EVP, General Counsel and Sec | Jan 17, 2026 | Tax withholding | −4,514 | $9.60 | $43.33K | 320,748 |
| Damien Renwick EVP and CCO | Jan 17, 2026 | Tax withholding | −4,161 | $9.60 | $39.95K | 95,820 |
| Kristy Carver SVP and Treasurer | Jan 17, 2026 | Tax withholding | −1,425 | $9.60 | $13.68K | 49,946 |
| Cheryl Maguire EVP and CFO | Jan 17, 2026 | Tax withholding | −4,508 | $9.60 | $43.28K | 190,179 |
| Mark T. Behrman President and CEO, Director | Jan 17, 2026 | Tax withholding | −23,198 | $9.60 | $222.70K | 1,559,678 |
| Scott D. Bemis EVP - Manufacturing | Jan 16, 2026 | Tax withholding | −1,611 | $9.95 | $16.03K | 21,572 |
| Michael J. Foster EVP, General Counsel and Sec | Jan 16, 2026 | Tax withholding | −4,049 | $9.95 | $40.29K | 325,262 |
| Damien Renwick EVP and CCO | Jan 16, 2026 | Tax withholding | −3,636 | $9.95 | $36.18K | 99,981 |
| Kristy Carver SVP and Treasurer | Jan 16, 2026 | Tax withholding | −1,242 | $9.95 | $12.36K | 51,371 |
| Cheryl Maguire EVP and CFO | Jan 16, 2026 | Tax withholding | −4,482 | $9.95 | $44.60K | 194,687 |
| Mark T. Behrman President and CEO, Director | Jan 16, 2026 | Tax withholding | −21,527 | $9.95 | $214.19K | 1,582,876 |
| Barry H. Golsen Director | Jan 15, 2026 | Sale(10b5-1 plan) | −386 | $10.00 | $3.86K | 87,787 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Lynn F. White Director | Jun 10, 2026 | 40,000 | $471.86K | Jun 10, 2026 | Vesting of Restricted Stock |
| Kristy Carver Officer | Jun 8, 2026 | 9,554 | $120.67K | Jun 8, 2026 | Stock Award |
| L. Boehly Todd 10% Stockholder | Mar 26, 2026 | 4,889,159 | $72.60M | Mar 26, 2026 | Shares were distributed as part of pro rata distributions in kind |
| Maguire Cheryl Officer | Mar 12, 2026 | 20,000 | $270.00K | Mar 12, 2026 | Restricted Stock Units |
| Mark T. Behrman Officer | Mar 2, 2026 | 250,000 | $2.94M | Mar 2, 2026 | Stock Award |
| Kristy Carver Officer | Feb 26, 2026 | 2,091 | $22.98K | Feb 26, 2026 | Stock Award |
| Kristy Carver Officer | Jan 14, 2026 | 19,550 | $195.30K | Jan 14, 2026 | Stock Award |
| Family Llc Bgg Director | Jan 14, 2026 | 132,611 | $1.28M | Jan 14, 2026 | Previously Exercised Stock Options |
| H. Golsen 2007 Irrev Tr U/A Dtd 01/15/2007 Barry Director | Jan 14, 2026 | 50,154 | $483.48K | Jan 14, 2026 | Founders Shares |
| Maguire Cheryl Officer | Jan 14, 2026 | 15,000 | $144.60K | Jan 14, 2026 | Restricted Stock Units |
| Z. Golsen 2007 Irrev Tr U/A Dtd 01/15/2007 Adam Director | Dec 4, 2025 | 43,210 | $415.25K | Dec 4, 2025 | Founders Shares |
| Z. Golsen 2011 Gstt Exempt Tr U/A Dtd 06/10/2011 Adam Director | Dec 4, 2025 | 25,657 | $246.56K | Dec 4, 2025 | Founders Shares |
| Family Llc Bgg Director | Dec 4, 2025 | 200,000 | $1.92M | Dec 4, 2025 | Previously Exercised Stock Options |
| B. Golsen 2007 Irrev Tr U/A Dtd 01/15/2007 Joshua Director | Dec 4, 2025 | 39,916 | $383.59K | Dec 4, 2025 | Open Market Purchase |
| B. Golsen 2011 Gstt Exempt Tr U/A Dtd 06/10/2011 Joshua Director | Dec 4, 2025 | 25,657 | $246.56K | Dec 4, 2025 | Founders Shares |