LSB Industries, Inc.
DE ˙ DB ˙ US5021601043
11,00 € ↑0,10 (0,92%)
2026-06-05
DEL PRIS
SecurityDE:LS3 / LSB Industries, Inc.
InstitutionThird Avenue Management Llc
Latest Disclosed Ownership381,096 shares
Latest Disclosed Value $ 5,678,330
Third Avenue Management Llc reports 51.73% decrease in ownership of LS3 / LSB Industries, Inc.

On May 13, 2026 - Third Avenue Management Llc filed a 13F-HR form disclosing ownership of 381,096 shares of LSB Industries, Inc. (DE:LS3) valued at $4,878,029 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 789,447 shares of LSB Industries, Inc.. This represents a change in shares of -51.73% during the quarter. The current value of the position is $4,192,056 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F LSB Industries COM 502160104 381,096 -408,351 -51.73 5,678 -15.38 0.9218
2026-02-12 2025-12-31 13F LSB Industries COM 502160104 789,447 0 0.00 6,710 9.53 1.2196
2025-11-14 2025-09-30 13F LSB Industries COM 502160104 789,447 0 0.00 6,126 -0.50 1.1501
2025-08-13 2025-06-30 13F LSB Industries COM 502160104 789,447 0 0.00 6,158 18.36 1.2698
2025-05-14 2025-03-31 13F LSB Industries COM 502160104 789,447 0 0.00 5,202 -13.17 1.0432
2025-02-13 2024-12-31 13F LSB Industries COM 502160104 789,447 0 0.00 5,992 -5.61 1.1594
2024-11-14 2024-09-30 13F LSB Industries COM 502160104 789,447 1,538 0.20 6,347 -1.52 1.0377
2024-08-13 2024-06-30 13F LSB Industries COM 502160104 787,909 0 0.00 6,445 -6.82 1.1056
2024-05-13 2024-03-31 13F LSB Industries COM 502160104 787,909 314,695 66.50 6,918 57.03 1.1039
2024-02-14 2023-12-31 13F LSB Industries COM 502160104 473,214 442,596 1,445.54 4,406 1,302.87 0.7231
2023-11-15 2023-09-30 13F LSB Industries COM 502160104 30,618 30,618 314 0.0527
2016-05-12 2016-03-31 13F LSB Industries COM 502160104 0 0 0 0.0000
2016-02-12 2015-12-31 13F LSB Industries COM 502160104 0 -166,837 -100.00 0 -100.00
2015-11-12 2015-09-30 13F LSB Industries COM 502160104 166,837 47 0.03 2,556 -62.48 0.0696
2015-08-14 2015-06-30 13F LSB Industries COM 502160104 166,790 0 0.00 6,812 -1.18 0.1714
2015-05-14 2015-03-31 13F LSB Industries COM 502160104 166,790 -97,859 -36.98 6,893 -17.16 0.1728
2015-02-13 2014-12-31 13F LSB Industries COM 502160104 264,649 -578,996 -68.63 8,321 -72.38 0.2098
2014-11-14 2014-09-30 13F LSB Industries COM 502160104 843,645 0 0.00 30,127 -14.30 0.6321
2014-08-14 2014-06-30 13F LSB Industries COM 502160104 843,645 -242,093 -22.30 35,155 -13.47 0.6781
2014-05-14 2014-03-31 13F LSB Industries COM 502160104 1,085,738 -31,655 -2.83 40,628 -11.36 0.7869
2014-02-18 2013-12-31 13F/A-1 LSB Industries COM 502160104 1,117,393 -3,285 -0.29 45,835 21.98 0.8401
2014-02-14 2013-12-31 13F LSB Industries COM 502160104 1,120,678 37,576
2013-11-14 2013-09-30 13F LSB Industries COM 502160104 1,120,678 200 0.02 37,576 10.28 0.7268
2013-08-14 2013-06-30 13F LSB Industries COM 502160104 1,120,478 1,120,478 34,074 0.6687
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.