LyondellBasell (LYB) Retraces Amid Shifting Commodity Sentiment
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Hosking Partners Jeremy Hosking | 777,140 | $44,662,236 | -6% | 1.59% |
| 2. | Bailard Inc Thomas Bailard | 22,968 | $1,319,971 | +8% | 0.03% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $43.56 | 5,661 | $246,620.90 | 67,688 | 2025-11-12 | Filing | |
| $57.01 | 3,500 | $199,535.00 | 19,528 | 2025-05-05 | Filing | |
| $72.05 | 3,750 | $270,196.50 | 16,028 | 2025-03-12 | Filing | |
| $76.06 | 5,000 | $380,300.00 | 18,175 | 2024-12-13 | Filing | |
| $82.30 | 1 | $82.30 | 5,892 | 2022-12-06 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $74.16 | 10,000 | $741,573.00 | 96,674 | 2026-05-13 | Filing | |
| $53.57 | 20,000 | $1,071,422.00 | 160,351 | 2025-08-15 | Filing | |
| $99.91 | 1 | $84.02 | 18,174 | 2024-03-18 | Filing | |
| $96.78 | 4,970 | $480,996.60 | 34,220 | 2024-08-20 | Filing | |
| $100.46 | 18,111 | $1,819,427.44 | 12,276 | 2024-03-15 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 493,810 | $28,379,261 | 0.03% | |
| 2. | 281,005 | $16,149,336 | 0.23% | |
| 3. | 201,711 | $11,168,282 | 0.02% | |
| 4. | 173,827 | $9,989,839 | 0.01% | |
| 5. | 140,479 | $8,073,303 | 0.44% |