
What smart money is saying about LSB Industries, Inc.
1 fund in our archive has pitched LSB Industries, Inc. — most recently Riverwater Micro Opportunities in March 2026.
LSB Industries, Inc. engages in the manufacture, marketing, and sale of chemical products. The company provides nitrogen-based fertilizers, such as ammonia, fertilizer grade ammonium nitrate (HDAN), and urea ammonia nitrate for fertilizer and fertilizer blends for corn and other crops, and NPK fertilizer blends applications. It also offers high purity and commercial grade ammonia, high purity ammonium nitrate, sulfuric acids, mixed nitrating acids, carbon dioxide, and diesel exhaust fluids, as well as concentrated, and blended and regular nitric acids for various applications, including semi-conductor and polyurethane intermediates; pulp and paper, alum, water treatment, metals, and vanadium processing; power plant emissions abatement, water treatment, refrigerants, and metals processing; exhaust stream additive, and horticulture/greenhouse applications; and refrigeration. In addition, the company provides industrial grade ammonium nitrate, ammonium nitrate, and HDAN solutions for ammonium nitrate fuel oil and specialty emulsions for mining, surface mining, quarries, and construction applications. It sells its products through distributors, as well as directly to end customers in the United States, Mexico, and Canada. The company serves to the agricultural, industrial, and mining markets. LSB Industries, Inc. was founded in 1968 and is headquartered in Oklahoma City, Oklahoma.
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Position history
Between Q1 2026 and Q2 2026, 3 fund letters reported a position in LSB Industries, Inc. — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 0 | 1 | 0 |
| Q1 2026 | 0 | 0 | 0 | 1 |
Fund activity · 3 positions · 1 move
- June 2026
“we exited LSB Industries reallocating the capital to higher-return and more asymmetric energy names as discussed above.”
LSB Industries, Inc. - June 2026
“We originally owned LSB for its leverage to the disrupted global nitrogen supply, a thesis that worked well while the Middle East conflict kept capacity offline.”
LSB Industries, Inc. - June 2026
“Companies detracting from Fund performance this quarter included offshore energy services company Tidewater, fertilizer producer LSB Industries, pharmaceuticals company Supernus, oil and gas producer SandRidge Energy, and government consulting company Maximus.”
LSB Industries, Inc.
Also mentioned · 1
These funds discuss LSB Industries, Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedThird Avenue Small-Cap Value FundMarch 2026
“During the quarter, Fund performance was aided by strong contributions from fertilizer producer LSB Industries, offshore energy services company Tidewater, consumer debt collection business Encore Capital Group, refinery operator PBF Energy and homebuilder Tri Pointe Homes, among others.”
LSB Industries, Inc.
Fund coverage · 1 thesis
- Riverwater Micro OpportunitiesMarch 2026
LSB Industries, Inc. is a U.S. nitrogen producer with cost and regional moats benefiting from tight global supply, attractive valuation leverage to pricing, and an option on blue ammonia with 45Q credits.
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