Lsb Inds Inc (LXU): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Lsb Inds Inc (LXU) following the 2026 Q1 hedge fund 13F filings?

As of today, LXU has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), LXU gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Lsb Inds Inc (LXU)

188 + Investors. Track Smart Money conviction in LXU. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — LXU

Based on 189 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added LXU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

189 hedge funds hold LXU right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +43% more funds vs a year ago

fund count last 6Q

+57 new funds entered over the past year (+43% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 66% buying

126 buying66 selling

Last quarter: 126 funds were net buyers (61 opened a brand new position + 65 added to an existing one). Only 66 were sellers (46 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+37 vs last Q)

new funds entering per quarter

Funds opening a new LXU position: 23 → 22 → 24 → 61. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 21% medium ■ 23% new

105 out of 189 hedge funds have held LXU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +109% but shares only +23% — price-driven

Value

+109%

+22%

Last quarter: the total dollar value of institutional holdings rose +109%, but actual share count only changed +23%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

21 → 23 → 22 → 24 → 61 new funds/Q

New funds entering each quarter: 23 → 22 → 24 → 61. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 67% veterans vs 25% newcomers

■ 67% veterans ■ 8% 1-2yr ■ 25% new

Entry-cohort mix of 196 holders: 131 (67%) are 2+ year veterans, 16 entered 1–2 years ago, and 49 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds

39 of 187 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in LXU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.2

out of 10

Moderate Exit Risk

Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	188	148	27.03%
13F Shares	50M	40M	22.85%
Total Value	$718M	$343M	109.4%
New Positions	60	24	+36
Increased Positions	65	38	+27
Closed Positions	20	10	+10
Reduced Positions	43	63	-20
Total Calls	7	2	250.0%
Total Puts	2	0	100%
PUT/CALL Ratio	0.29	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

188

148

27.03%

13F Shares

50M

40M

22.85%

Total Value

$718M

$343M

109.4%

New Positions

+36

Increased Positions

+27

Closed Positions

+10

Reduced Positions

-20

Total Calls

250.0%

Total Puts

100%

PUT/CALL Ratio

0.29

0.0

Bullish

Institutional Holders (2026 Q1)

188 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LXU. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 LXU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Robotti Robert	4.93%	2,120,099	$31.6M
2	Semanteon Capital Management, LP	2.39%	11,973	$178K
3	Third Avenue Management LLC	0.92%	381,096	$5.7M
4	Seldon Capital LP	0.84%	153,318	$2.3M
5	Ghisallo Capital Management LLC	0.78%	1,900,000	$28.3M
6	Olympiad Research LP	0.70%	15,432	$230K
7	Systematic Financial Management LP	0.60%	1,745,204	$26.0M
8	Scientech Research LLC	0.57%	46,188	$688K
9	VARCOV Co.	0.57%	103,145	$1.5M
10	Informed Momentum Co LLC	0.55%	321,100	$4.8M
11	Ironwood Investment Management LLC	0.53%	85,224	$1.3M
12	CastleKnight Management LP	0.38%	1,513,316	$22.5M
13	nVerses Capital, LLC	0.31%	23,165	$345K
14	EntryPoint Capital, LLC	0.24%	56,015	$835K
15	Glenorchy Capital Ltd	0.22%	254,766	$3.8M
16	MYDA Advisors LLC	0.20%	80,000	$1.2M
17	Pekin Hardy Strauss, Inc.	0.19%	123,400	$1.8M
18	Jb Capital Partners LP	0.18%	70,000	$1.0M
19	Pecaut & CO.	0.18%	36,500	$544K
20	Bridgeway Capital Management, LLC	0.16%	549,858	$8.2M
21	Caldwell Sutter Capital, INC.	0.15%	25,000	$372K
22	Numerai GP LLC	0.12%	81,115	$1.2M
23	Hillsdale Investment Management Inc.	0.12%	296,380	$4.4M
24	MQS Management LLC	0.12%	11,554	$172K
25	International Assets Investment Management, LLC	0.11%	104,102	$1.6M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Lsb Inds Inc (LXU)

What does the Smart Money Trend signal show for LXU?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added LXU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LXU?

More buyers than sellers — 66% buying: Last quarter: 126 funds were net buyers (61 opened a brand new position + 65 added to an existing one). Only 66 were sellers (46 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LXU holders?

Elite ownership — 40% AUM from top-100 funds: 39 of 187 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in LXU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LXU?

56% of holders stayed for 2+ years: 105 out of 189 hedge funds have held LXU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Lsb Inds Inc (LXU) following the 2026 Q1 hedge fund 13F filings?

As of today, LXU has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), LXU has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Lsb Inds Inc (LXU)

Smart Money Signals — LXU

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +43% more funds vs a year ago

More buyers than sellers — 66% buying

More new buyers each quarter (+37 vs last Q)

56% of holders stayed for 2+ years

Value +109% but shares only +23% — price-driven

Acceleration phase — new buyers rushing in

Veteran-anchored — 67% veterans vs 25% newcomers

Elite ownership — 40% AUM from top-100 funds

Institutional Sentiment Summary — LXU

Hedge Fund Ownership: LXU

Market Analysis: LXU

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LXU

Is It Too Late to Buy Lsb Inds Inc (LXU) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: LXU

Statistics: LXU

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Lsb Inds Inc (LXU)

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