THIRD AVENUE MANAGEMENT LLC LXU — LSB Industries Inc. COM

Ownership history in THIRD AVENUE MANAGEMENT LLC  ·  25 quarters on record

AI Ownership Summary

THIRD AVENUE MANAGEMENT LLC reported LSB Industries Inc. COM (LXU) in 25 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.27% in 2025 Q2. The latest visible filing shows LXU at 0.92% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LXU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was THIRD AVENUE MANAGEMENT LLC's position in LSB Industries Inc. COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LXU was reported at 0.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.27% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LXU stock page THIRD AVENUE MANAGEMENT LLC fund profile THIRD AVENUE MANAGEMENT LLC full holdings
How THIRD AVENUE MANAGEMENT LLC held LXU — position size vs. price
% of Fund (quarterly)    LXU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 381,096 -408,351 -51.7% 0.92% $5.7M 2026-05-13 $14.72
2025 Q4 UNCHANGED — — — 789,447 — 0% 1.22% $6.7M 2026-02-12 $9.79
2025 Q3 UNCHANGED — — — 789,447 — 0% 1.15% $6.1M 2025-11-14 $9.71
2025 Q2 UNCHANGED — — — 789,447 — 0% 1.27% $6.2M 2025-08-13 $7.73
2025 Q1 UNCHANGED — — — 789,447 — 0% 1.04% $5.2M 2025-05-14 $7.27
2024 Q4 UNCHANGED — — — 789,447 — 0% 1.16% $6.0M 2025-02-13 $7.81
2024 Q3 ADDED — — — 789,447 +1,538 +0.2% 1.04% $6.3M 2024-11-14 $8.48
2024 Q2 UNCHANGED — — — 787,909 — 0% 1.11% $6.4M 2024-08-13 $7.83
2024 Q1 ADDED — — — 787,909 +314,695 +66.5% 1.10% $6.9M 2024-05-13 $9.14
2023 Q4 ADDED — — — 473,214 +442,596 +1445.5% 0.72% $4.4M 2024-02-14 $7.75
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LXU

As of 2026 Q1 — sorted by position size

ROBOTTI ROBERT 3Y 7Y 4.93% Semanteon Capital Management, LP 2.39% SELDON CAPITAL LP 3Y 0.84% Ghisallo Capital Management LLC 3Y 0.78% Olympiad Research LP 3Y 0.7% SYSTEMATIC FINANCIAL MANAGEMENT LP 3Y 7Y 0.6% Scientech Research LLC 0.57% VARCOV Co. 0.57% Informed Momentum Co LLC 3Y 7Y 0.55% IRONWOOD INVESTMENT MANAGEMENT LLC 3Y 7Y 0.53%

FAQ About THIRD AVENUE MANAGEMENT LLC and LXU

These are the practical questions this page is built to answer before you even open the full history table.

How long has THIRD AVENUE MANAGEMENT LLC reported owning LXU?

THIRD AVENUE MANAGEMENT LLC reported LXU across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LXU position in THIRD AVENUE MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for LXU was 1.27% in 2025 Q2.

What is the latest reported LXU position on this page?

The most recent filing on this page is 2026 Q1, when THIRD AVENUE MANAGEMENT LLC reported 381,096 shares, equal to 0.92% of portfolio, with an estimated market value of $5.7M.

What does the chart on this LXU ownership page compare?

The chart compares THIRD AVENUE MANAGEMENT LLC's quarterly LXU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did THIRD AVENUE MANAGEMENT LLC time their LXU position?

Based on 13F filing dates vs. subsequent LXU price moves, THIRD AVENUE MANAGEMENT LLC correctly timed 7 out of 15 reported position changes (47%). The annualised alpha on LXU relative to SPY over the holding period was -32.0%.

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