- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 19 Feb 2026
- latest of these filings; the earliest 4 Feb 2026
- Managers listing it
- 21
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 1 listed it in both
- Shares listed
- 4,338,369
- combined, among listed positions
- Reported value
- $37m
- combined, at the quarter end
Among the 92 comparable managers: 9 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -327,271.
Managers listing LXU in Q4 2025
21 of 21 holders
Largest increases and reductions, by shares
Increases
- Tudor Investment Corpexisting position · 342,894 shares now+292,599
- Squarepoint Ops LLCnew position · 36,776 shares now+36,776
- Balyasny Asset Management LLCnew position · 30,855 shares now+30,855
- Two Sigma Investments LPexisting position · 83,649 shares now+30,494
- Point72 Asset Management LPnew position · 18,538 shares now+18,538
Reductions
- First Eagle Investment Management LLCexisting position · 1,310,794 shares now-269,007
- Jane Street Group LLCexisting position · 320,218 shares now-64,187
- Renaissance Technologies LLCexisting position · 1,745,893 shares now-54,500
- AQR Capital Management LLCexisting position · 14,079 shares now-29,252
- Citadel Advisors LLCexisting position · 33,690 shares now-16,853
New positions and exits
New (4)
Exited (2)
- Arrowstreet Capital LPwas $1.2m
- Susquehanna International Group LLPwas $968k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2013 | 2 | $41m | n.a. | n.a. |
| Q1 2014 | 2 | $47m | n.a. | n.a. |
| Q2 2014 | 1 | $37m | n.a. | n.a. |
| Q3 2014 | 1 | $27m | n.a. | n.a. |
| Q4 2014 | 1 | $54m | n.a. | n.a. |
| Q1 2015 | 1 | $71m | n.a. | n.a. |
| Q2 2015 | 1 | $62m | n.a. | n.a. |
| Q3 2015 | 2 | $25m | n.a. | n.a. |
| Q1 2018 | 1 | $467k | n.a. | n.a. |
| Q2 2018 | 1 | $273k | n.a. | n.a. |
| Q3 2018 | 1 | $544k | n.a. | n.a. |
| Q4 2018 | 1 | $216k | n.a. | n.a. |
| Q1 2019 | 1 | $287k | n.a. | n.a. |
| Q2 2019 | 1 | $179k | n.a. | n.a. |
| Q3 2019 | 1 | $265k | n.a. | n.a. |
| Q2 2021 | 1 | $28k | n.a. | n.a. |
| Q3 2021 | 2 | $354k | n.a. | n.a. |
| Q4 2021 | 3 | $6.7m | n.a. | n.a. |
| Q1 2022 | 4 | $14m | n.a. | n.a. |
| Q2 2022 | 3 | $8.8m | n.a. | n.a. |
| Q3 2022 | 3 | $29m | n.a. | n.a. |
| Q4 2022 | 1 | $2.0m | n.a. | n.a. |
| Q1 2023 | 1 | $4.5m | n.a. | n.a. |
| Q2 2023 | 3 | $7.7m | n.a. | n.a. |
| Q3 2023 | 2 | $9.9m | n.a. | n.a. |
| Q4 2023 | 1 | $9.3m | 1 | 0 |
| Q1 2024 | 1 | $9.6m | 1 | 0 |
| Q2 2024 | 1 | $12m | 1 | 0 |
| Q3 2024 | 1 | $13m | 1 | 0 |
| Q4 2024 | 1 | $13m | 1 | 0 |
| Q1 2025 | 1 | $12m | 1 | 0 |
| Q2 2025 | 1 | $14m | 0 | 1 |
| Q3 2025 | 1 | $12m | 0 | 1 |
| Q4 2025 | 1 | $11m | 9 | 13 |
| Q1 2026 | 3 | $21m | 21 | 5 |
| Q2 2026 | 2 | $15m | 17 | 13 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
LXU and LIN →LXU and GLW →LXU and HWM →Choose a stock to compare with LXU →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own LXU, latest filings →Back to the 13F Explorer →