LSB Industries, Inc.
DE ˙ DB ˙ US5021601043
11,00 € ↑0,10 (0,92%)
2026-06-05
DEL PRIS
SecurityDE:LS3 / LSB Industries, Inc.
InstitutionTwo Sigma Investments, Lp
ManagerJohn Overdeck, David Siegel
Latest Disclosed Ownership535,295 shares
Latest Disclosed Value $ 7,975,896
Two Sigma Investments, Lp reports 539.93% increase in ownership of LS3 / LSB Industries, Inc.

On May 15, 2026 - Two Sigma Investments, Lp filed a 13F-HR form disclosing ownership of 535,295 shares of LSB Industries, Inc. (DE:LS3) valued at $6,851,776 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 83,649 shares of LSB Industries, Inc.. This represents a change in shares of 539.93% during the quarter. The current value of the position is $5,888,245 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)
2026-05-15 2026-03-31 13F LSB INDS COM 502160104 535,295 451,646 539.93 7,976 1,021.66 0.0064
2026-02-17 2025-12-31 13F LSB INDS COM 502160104 83,649 30,494 57.37 711 70.10 0.0010
2025-11-14 2025-09-30 13F LSB INDS COM 502160104 53,155 53,155 419 0.0006
2025-08-14 2025-06-30 13F LSB INDS COM 502160104 0 -70,909 -100.00 0 -100.00
2025-05-15 2025-03-31 13F LSB INDS COM 502160104 70,909 -31,759 -30.93 467 -40.05 0.0010
2025-02-14 2024-12-31 13F LSB INDS COM 502160104 102,668 32,337 45.98 779 37.88 0.0017
2024-11-14 2024-09-30 13F LSB INDS COM 502160104 70,331 11,783 20.13 565 18.20 0.0012
2024-08-14 2024-06-30 13F LSB INDS COM 502160104 58,548 -35,859 -37.98 479 -42.27 0.0011
2024-05-15 2024-03-31 13F LSB INDS COM 502160104 94,407 -16,084 -14.56 829 -19.46 0.0019
2024-02-14 2023-12-31 13F LSB INDS COM 502160104 110,491 -14,494 -11.60 1,029 -19.56 0.0024
2023-11-14 2023-09-30 13F LSB INDS COM 502160104 124,985 -168,267 -57.38 1,279 -55.75 0.0034
2023-08-14 2023-06-30 13F LSB INDS COM 502160104 293,252 -180,912 -38.15 2,889 -41.04 0.0072
2023-05-15 2023-03-31 13F LSB INDS COM 502160104 474,164 30,743 6.93 4,898 -16.94 0.0140
2023-02-14 2022-12-31 13F LSB INDS COM 502160104 443,421 -149,599 -25.23 5,897 -30.22 0.0185
2022-11-14 2022-09-30 13F LSB INDS COM 502160104 593,020 270,937 84.12 8,451 89.31 0.0287
2022-08-15 2022-06-30 13F LSB INDS COM 502160104 322,083 81,320 33.78 4,464 -15.10 0.0147
2022-05-16 2022-03-31 13F LSB INDS COM 502160104 240,763 205,700 586.66 5,258 1,258.66 0.0155
2022-02-14 2021-12-31 13F LSB INDS COM 502160104 35,063 755 2.20 387 10.57 0.0008
2021-11-15 2021-09-30 13F LSB INDS COM 502160104 34,308 17,539 104.59 350 246.53 0.0008
2021-08-16 2021-06-30 13F LSB INDS COM 502160104 16,769 -904 -5.12 101 10.99 0.0002
2021-05-17 2021-03-31 13F LSB INDS COM 502160104 17,673 17,673 5.39 91 -9.90 0.0002
2020-11-16 2020-09-30 13F LSB INDS COM 502160104 0 -56,458 -100.00 0 -100.00
2020-08-14 2020-06-30 13F LSB INDS COM 502160104 56,458 56,458 65 0.0003
2020-05-15 2020-03-31 13F LSB INDS COM 502160104 0 -21,085 -100.00 0 -100.00
2020-02-14 2019-12-31 13F LSB INDS COM 502160104 21,085 -7,126 -25.26 89 -39.04 0.0003
2019-11-14 2019-09-30 13F LSB INDS COM 502160104 28,211 28,211 33.80 146 64.04 0.0005
2018-05-15 2018-03-31 13F LSB INDS COM 502160104 0 -14,663 -100.00 0 -100.00
2018-02-14 2017-12-31 13F LSB INDS COM 502160104 14,663 14,663 128 0.0004
2016-08-15 2016-06-30 13F LSB INDS COM 502160104 0 -125,673 -100.00 0 -100.00
2016-05-16 2016-03-31 13F LSB INDS COM 502160104 125,673 -270,737 -68.30 1,602 -44.26 0.0076
2016-02-16 2015-12-31 13F LSB INDS COM 502160104 396,410 383,410 2,949.31 2,874 1,344.22 0.0138
2015-11-16 2015-09-30 13F LSB INDS COM 502160104 13,000 -13,680 -51.27 199 -81.74 0.0010
2016-02-09 2015-06-30 13F/A-1 LSB INDS COM 502160104 26,680 26,680 105.23 1,090 447.74 0.0053
2015-08-14 2015-06-30 13F LSB INDS COM 502160104 26,680 1,089
2014-08-14 2014-06-30 13F LSB INDS COM 502160104 0 -6,300 -100.00 0 -100.00
2014-05-15 2014-03-31 13F LSB INDS COM 502160104 6,300 6,300 236 0.0013
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.