SEC 13F Intelligence

Brightline Capital Management, LLC / LXU

Brightline Capital Management, LLC’s Lsb Inds Inc Position

Does Brightline Capital Management, LLC own Lsb Inds Inc (LXU)? Not currently — the last reported position was 361.0K shares worth $3M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q3 2024
Shares
361.0K
% of Portfolio
+1.23%
Quarters Held
4
position exited

Position History LXU

Reported value by quarter
Q3 ’21: $4MQ3 ’21Q4 ’21: $6MQ4 ’21Q2 ’24: $2MQ2 ’24Q3 ’24: $3MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024361.0K$3M+1.23%
Q2 2024300.0K$2M+1.22%
Q4 2021520.0K$6M+3.53%
Q3 2021400.0K$4M+2.92%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Brightline Capital Management, LLC’s full portfolio or all institutional holders of LXU.