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. | First Eagle Investment Management Jean-Marie Eveillard | 1,418,900 | $15,338,309 | +31% | 0.03% |
| 2. | Ardsley Partners Philip Hempleman | 75,000 | $810,750 | +200% | 0.08% |
| 3. | Bailard Inc Thomas Bailard | 20,500 | $221,605 | 0% | |
| 4. | Olympiad Research LP Thong Nguyen | 13,927 | $150,551 | -10% | 0.31% |
| 5. | Walleye Capital Will England | 13,104 | $141,654 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $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 | |
| $1.74 | 5,000 | $8,700.00 | 49,747 | 2020-03-10 | Filing | |
| $1.89 | 10,810 | $20,420.09 | 55,499 | 2020-03-06 | Filing | |
| $1.96 | 5,000 | $9,800.00 | 26,936 | 2020-02-28 | 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. | 364,336 | $3,938,472 | 0.01% | |
| 2. | 266,876 | $2,884,939 | 0.11% | |
| 3. | 223,343 | $2,414,338 | 0.07% | |
| 4. | 221,900 | $2,398,739 | 0% | |
| 5. | 177,759 | $1,921,569 | 0% |