LSB Industries, Inc. (NYSE:LXU) Q3 2025 Earnings Call Transcript
Operator: Greetings, and welcome to the LSB Industries Third Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | CastleKnight Management Aaron Weitman | 3,018,045 | $23,782,195 | +24% | 0.47% |
| 2. | Tontine Asset Management Jeffrey Gendell | 2,058,807 | $16,223,399 | +6% | 0.3% |
| 3. | Renaissance Technologies Jim Simons | 1,800,393 | $14,187,097 | +2% | 0.02% |
| 4. | First Eagle Investment Management Jean-Marie Eveillard | 1,579,801 | $12,448,832 | -11% | 0.02% |
| 5. | Third Avenue Management Martin Whitman | 789,447 | $6,126,109 | 1.15% |
| 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 |
|---|---|---|---|---|---|---|
| $9.25 | 33,243 | $307,497.75 | 131,286 | 2024-04-30 | Filing | |
| $8.25 | 33,243 | $274,254.75 | 164,529 | 2024-03-27 | Filing | |
| $12.99 | 1,627,500 | $21,147,409.50 | 1,672,500 | 2022-11-10 | Filing | |
| $12.99 | 14,350,000 | $186,461,030.00 | 3,300,000 | 2022-11-10 | Filing | |
| $12.32 | 600,000 | $7,390,500.00 | 17,453,398 | 2022-08-16 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,045,494 | $47,638,492 | 0% | |
| 2. | 4,257,922 | $33,552,426 | 5.82% | |
| 3. | 3,013,952 | $23,749,941 | 0% | |
| 4. | 2,432,432 | $19,168,623 | 0% | |
| 5. | 1,990,812 | $15,687,599 | 0.01% |