Form 13-F position report

LSB INDUSTRIES INC

Reported by GEODE CAPITAL MANAGEMENT LLC

LXU CUSIP 502160104 Manager CIK 0001214717

Reported 1,266,739 shares, up 5,719 (0.5%) from the prior quarter.

Reported value 1.5%; share count 0.5% vs. the prior quarter.

Added
% of reported 13F value < 0.01% This manager · Q3 2025
Shares 1,266,739 Quarter-end amount reported
Reported value $9,984,057 Fair value at quarter end
Consecutive quarters held 50 Through Q3 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-09-30 1799000
2021-12-31 2729000
2022-03-31 5555000
2022-06-30 7230000
2022-09-30 8477000
2022-12-31 14439000
2023-03-31 11895019
2023-06-30 10817795
2023-09-30 12075055
2023-12-31 11491048
2024-03-31 11213562
2024-06-30 10911961
2024-09-30 9736604
2024-12-31 9249086
2025-03-31 8218249
2025-06-30 9837925
2025-09-30 9984057
2025-12-31 10889553
2026-03-31 19595027
2026-06-30 15873370

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for LSB INDUSTRIES INC held by GEODE CAPITAL MANAGEMENT LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Added 1,468,036 +153,271 (11.7%) < 0.01% $15,873,370 2026-08-12
Q1 2026 Added 1,314,765 +33,901 (2.6%) < 0.01% $19,595,027 2026-05-15
Q4 2025 Added 1,280,864 +14,125 (1.1%) < 0.01% $10,889,553 2026-02-09
Q3 2025 Added 1,266,739 +5,719 (0.5%) < 0.01% $9,984,057 2025-11-12
Q2 2025 Added 1,261,020 +14,313 (1.1%) < 0.01% $9,837,925 2025-08-08
Q1 2025 Added 1,246,707 +28,489 (2.3%) < 0.01% $8,218,249 2025-05-13
Q4 2024 Added 1,218,218 +7,496 (0.6%) < 0.01% $9,249,086 2025-02-12
Q3 2024 Reduced 1,210,722 -122,947 (-9.2%) < 0.01% $9,736,604 2024-11-12
Q2 2024 Added 1,333,669 +56,679 (4.4%) < 0.01% $10,911,961 2024-08-09
Q1 2024 Added 1,276,990 +42,847 (3.5%) < 0.01% $11,213,562 2024-05-13
Q4 2023 Added 1,234,143 +53,925 (4.6%) < 0.01% $11,491,048 2024-02-13
Q3 2023 Added 1,180,218 +81,965 (7.5%) < 0.01% $12,075,055 2023-11-13
Q2 2023 Reduced 1,098,253 -53,249 (-4.6%) < 0.01% $10,817,795 2023-08-11
Q1 2023 Added 1,151,502 +65,815 (6.1%) < 0.01% $11,895,019 2023-05-15
Q4 2022 Added 1,085,687 +490,754 (82.5%) < 0.01% $14,439,000 2023-02-13
Q3 2022 Added 594,933 +73,229 (14.0%) < 0.01% $8,477,000 2022-11-14
Q2 2022 Added 521,704 +267,324 (105.1%) < 0.01% $7,230,000 2022-08-12
Q1 2022 Added 254,380 +7,392 (3.0%) < 0.01% $5,555,000 2022-05-13
Q4 2021 Added 246,988 +70,780 (40.2%) < 0.01% $2,729,000 2022-02-11
Q3 2021 Reduced 176,208 -717 (-0.4%) < 0.01% $1,799,000 2021-11-12
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

149 managers reported LSB INDUSTRIES INC for Q3 2025.

Managers reporting LSB INDUSTRIES INC in Q3 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Added 6,045,494 +87,208 < 0.01% $47,638,492 5 qtrs
ROBOTTI ROBERT Reduced 4,257,922 -8,880 5.82% $33,552,426 50 qtrs
CastleKnight Management LP Added 3,018,045 +574,362 0.47% $23,782,195 3 qtrs
VANGUARD GROUP INC Added 3,013,952 +6,904 < 0.01% $23,749,941 50 qtrs
DIMENSIONAL FUND ADVISORS LP Reduced 2,432,432 -1,660 < 0.01% $19,168,623 50 qtrs
GENDELL JEFFREY L Added 2,058,807 +114,342 0.3% $16,223,399 50 qtrs
AMERICAN CENTURY COMPANIES INC Added 1,990,812 +109,944 < 0.01% $15,687,599 16 qtrs
SYSTEMATIC FINANCIAL MANAGEMENT LP Added 1,916,646 +99,148 0.37% $15,103,180 12 qtrs
RENAISSANCE TECHNOLOGIES LLC Added 1,800,393 +33,800 0.02% $14,187,097 29 qtrs
First Eagle Investment Management LLC Reduced 1,579,801 -185,800 0.02% $12,448,832 18 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
September 30, 2025
Filed
November 12, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
1,266,739
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.