LYB β€” LYONDELLBASELL INDUSTRIES N

Ownership history in MADDEN SECURITIES Corp  Β·  5 quarters on record

This page tracks every 13F SEC filing in which MADDEN SECURITIES Corp reported a position in LYONDELLBASELL INDUSTRIES N (LYB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.1% (2025 Q1)
πŸ“Š Avg. % of fund
0.55%
πŸ“… First filed
2022 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
5

Position Intelligence

MADDEN SECURITIES Corp Γ— LYB AI Analytics

πŸ“‰ MADDEN SECURITIES Corp underperformed the S&P 500 by –62.9% annually on this LYB position. Timing score: 33% (1/3 decisions correct). Average cost basis: $66.42. Maximum drawdown during holding period: –29.5%.

πŸ“ˆ Position Alpha vs SPY
-62.9%
annualised excess return

❌ Significantly underperformed the S&P 500 by 62.9% ann.
3 quarters analyzed

⏱️ Timing Score
33%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct

πŸ’° Entry Quality
$66.42
-29.1% vs current ($47.10)

Best entry: $64.43 (2025 Q1)  Β·  Worst: $66.80 (2024 Q4)

πŸ›‘οΈ Drawdown Resilience
–29.5%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
60%
buy-side decisions

3 adds Β· 2 trims. Bought during 1 of 3 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.14% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    LYB price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 9,355 -14,620 -61.0% 0.14% $459K $47.10
2025 Q2 REDUCED 23,975 -16,360 -40.6% 0.47% $1.4M $54.27
2025 Q1 ADDED 40,335 +6,380 +18.8% 1.10% $2.8M $64.43
2024 Q4 ADDED 33,955 +33,675 +12026.8% 1.01% $2.5M $66.80
2022 Q4 INITIATED 280 β€” β€” 0.01% $23K β€”

🏒 Other funds also holding LYB

As of 2025 Q4 β€” sorted by position size

swisspartners Advisors Ltd 3Y 5.86% Summit Street Capital Management, LLC 3Y 7Y 4.12% FLAX POND CAPITAL, LLC 2.6% Kiltearn Partners LLP 3Y 7Y 2.22% MUHLENKAMP & CO INC 3Y 7Y 2.16% Altrius Capital Management Inc 3Y 1.81% CINCINNATI INDEMNITY CO 3Y 7Y 1.75% CSU Producer Resources, Inc. 3Y 7Y 1.6% Hosking Partners LLP 3Y 7Y 1.11% CM Management, LLC 3Y 1.1%
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