Riverwater Micro Opportunities Strategy’s Investment Thesis for LSB Industries (LXU)
Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q1 2026 investor letter.
Lsb Industries Inc. (LXU)
Market is closed
Sector: Industrial Inorganic Chemicals
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | D E Shaw D. E. Shaw | 2,035,007 | $30,321,604 | +6490% | 0.02% |
| 2. | Ghisallo Capital Management Michael Germino | 1,900,000 | $28,310,000 | 0.78% | |
| 3. | Renaissance Technologies Jim Simons | 1,792,506 | $26,708,339 | +3% | 0.04% |
| 4. | CastleKnight Management Aaron Weitman | 1,513,316 | $22,548,408 | -54% | 0.38% |
| 5. | First Eagle Investment Management Jean-Marie Eveillard | 1,085,000 | $16,166,500 | -18% | 0.03% |
Insider Trading: Purchases See All
| 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 Trading: Sales See All
| 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 |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,064,156 | $60,555,925 | 0% | |
| 2. | 2,431,936 | $36,241,159 | 0.01% | |
| 3. | 2,360,535 | $35,171,972 | 0% | |
| 4. | 2,296,001 | $34,210,415 | 0.02% | |
| 5. | 2,244,317 | $33,440,323 | 0% |
News See All
LSB Industries, Inc. (NYSE:LXU) Q1 2026 Earnings Call Transcript
Operator: Greetings, and welcome to the LSB Industries, Inc. First Quarter 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode.
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LSB Industries, Inc. (NYSE:LXU) Q4 2025 Earnings Call Transcript
Operator: Greetings, and welcome to the LSB Industries Fourth Quarter Full Year 2025 Earnings Conference Call. [Operator Instructions]. As a reminder, this conference is being recorded.
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.
LSB Industries, Inc. (NYSE:LXU) Q2 2025 Earnings Call Transcript
Operator: Greetings, and welcome to the LSB Industries Second Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.
LSB Industries, Inc. (NYSE:LXU) Q1 2025 Earnings Call Transcript
Operator: Greetings, and welcome to the LSB Industries First Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
LSB Industries, Inc. (NYSE:LXU) Q4 2024 Earnings Call Transcript
Operator: Greetings and welcome to the LSB Industries Fourth Quarter 2024 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.
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