What smart money is saying about LyondellBasell Industries NV
LYB
No fund has written a full thesis on LyondellBasell Industries NV in our archive, but 3 fund letters report a position in it — most recently Brown Advisory Global Value Select Strategy in June 2026.
3
Reported positions
0
Bought
0
Sold
3
Letters
Fund activity · 3 positions
- HoldsBrown Advisory Global Value Select StrategyJune 2026
“Westlake and LyondellBasell are owned as cost-advantaged producers in deeply depressed chemicals markets, while Transocean provides exposure to the market repair underway in offshore rigs.”
Read the letterLyondellBasell Industries NV - HoldsAlluvium Global Fund ConventumJune 2026
“we are comfortable with maintaining this position.”
Read the letterLyondellBasell Industries NV - HoldsAlluvium AM ConventumJune 2026
“After we sold around two thirds of our holding during the March quarter, we ceased as the price fell to levels below our valuation.”
Read the letterLyondellBasell Industries NV
Read the letters behind these LyondellBasell Industries NV positions
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