Will LSB Industries (LXU) be Able to Generate Strong Free Cash Flow?
Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q2 2026 investor letter. A copy of the letter is available to download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bailard Inc Thomas Bailard | 20,500 | $200,285 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $10.17 | 1,000 | $10,170.00 | 12,252 | 2026-10-15 | Filing | |
| $11.30 | 1,000 | $11,300.00 | 11,252 | 2026-09-15 | Filing | |
| $9.89 | 1,000 | $9,890.00 | 10,252 | 2026-08-12 | Filing | |
| $6.57 | 8,000 | $52,560.00 | 8,000 | 2025-05-05 | Filing | |
| $2.89 | 5,357 | $15,481.73 | 134,388 | 2020-12-14 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $11.80 | 40,000 | $472,000.00 | 202,489 | 2026-06-10 | Filing | |
| $12.38 | 9,554 | $118,278.52 | 47,452 | 2026-06-08 | Filing | |
| $14.85 | 4,889,159 | $72,604,011.15 | 10,374,334 | 2026-03-26 | Filing | |
| $11.75 | 250,000 | $2,937,500.00 | 1,487,195 | 2026-03-02 | Filing | |
| $10.99 | 2,091 | $22,980.09 | 57,006 | 2026-02-26 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 178,857 | $1,754,587 | 0.05% | |
| 2. | 147,732 | $1,443,342 | 0.04% | |
| 3. | 132,816 | $1,297,612 | 0.02% | |
| 4. | 10,000 | $959,349 | 0.06% | |
| 5. | 74,800 | $730,796 | 0% |