LXU
Lsb Industries Inc
3 super-investors hold LXU worth a combined $34M. The largest position: Third Avenue Management at 0.9% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 18 — ranked #674 of 724 scored stocks.
Why super-investors own LXU
Interest in LXU within this cohort is narrow and appears to be fading at the margins. Only three super-investors hold the stock, with a combined position value of $34M, and the owner count has been flat at a small number for the past eight quarters — suggesting no meaningful new conviction has emerged. Third Avenue Management carries the highest concentration at 0.9% of its portfolio, though it trimmed its position in 2026Q1. First Eagle Investment Management holds the largest dollar value at $16M, followed by Joel Greenblatt at $12M, but both register as rounding-error allocations relative to their overall portfolios. No one added or initiated in the latest quarter.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2023Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | First Eagle Investment Management | <0.1% | 20q | $16M | 1,085,000 |
| 2 | Joel Greenblatt | <0.1% | 30q | $12M | 817,563 |
| 3 | Third Avenue Management | 0.9% | 11q | $6M | 381,096 |
Owners of LXU also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Third Avenue Management | TRIM | 0.9% | -52% | $6M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 502160104. Not investment advice.