Martin Whitman - Third Avenue Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    53
Portfolio value:    $616,036,133
Holdings Activity Buys Sells    History
Holding/activity history for  LSB Industries, Inc. (LXU)
← All LXU superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 381,096 0.92 Reduce 51.73% 0.63 $8.22–17.22 · VW $13.45i $5,678,330 SEC
2025   Q4 789,447 1.22 $8.50 $6,710,300 SEC
2025   Q3 789,447 1.15 $7.76 $6,126,109 SEC
2025   Q2 789,447 1.27 $7.80 $6,157,687 SEC
2025   Q1 789,447 1.04 $6.59 $5,202,456 SEC
2024   Q4 789,447 1.16 $7.59 $5,991,903 SEC
2024   Q3 789,447 1.04 Add 0.20% <0.01 $6.91–10.40 · VW $8.45i $6,347,154 SEC
2024   Q2 787,909 1.11 $8.18 $6,445,096 SEC
2024   Q1 787,909 1.10 Add 66.50% 0.44 $6.74–9.54 · VW $8.35i $6,917,841 SEC
2023   Q4 473,214 0.72 Add 1445.54% 0.67 $7.72–10.59 · VW $9.21i $4,405,622 SEC
2023   Q3 30,618 0.05 Buy 0.05 $9.61–11.69 · VW $10.51i $314,141 SEC
2015   Q4 0 0.00 Sell 100.00% 0.07 $4.14–14.02 · VW $7.91i SEC
2015   Q3 216,888 0.07 Add 0.03% $11.66–32.11 · VW $18.52i $2,556,000 SEC
2015   Q2 216,827 0.18 $31.42 $6,812,000 SEC
2015   Q1 216,827 0.18 Reduce 36.98% 0.08 $22.31–33.01 · VW $29.04i $6,893,000 SEC
2014   Q4 344,044 0.22 Reduce 68.63% 0.47 $22.24–29.10 · VW $25.17i $8,321,000 SEC
2014   Q3 1,096,739 0.68 $27.47 $30,127,000 SEC
2014   Q2 1,096,739 0.72 Reduce 22.30% 0.19 $27.52–32.59 · VW $30.72i $35,155,000 SEC
2014   Q1 1,411,459 0.83 Reduce 2.83% 0.03 $24.02–31.54 · VW $28.11i $40,628,000 SEC
2013   Q4 1,452,611 0.89 Reduce 0.29% <0.01 $22.61–32.35 · VW $28.84i $45,835,000 SEC
2013   Q3 1,456,881 0.77 Add 0.02% <0.01 $22.72–27.69 · VW $25.40i $37,576,000 SEC
2013   Q2 1,456,621 0.72 Add 13.07% 0.08 $21.65–26.93 · VW $23.99i $34,074,000 SEC
2013   Q1 1,288,268 0.82 Add 11.94% 0.09 $25.48–32.92 · VW $28.38i $34,466,000 SEC
2012   Q4 1,150,807 0.85 Add 15.74% 0.12 $23.45–34.62 · VW $28.44i $31,355,000 SEC
2012   Q2 994,305 0.00 Buy $19.12–30.73 · VW $24.54i $23,642,000 SEC
Price snapshot:
Current price$11.26
Avg. buy price$9.13
+/- since buy23.29%
52-week low$7.09
52-week high$17.22