Lsb Industries, Inc.
A maker of nitrogen-based chemicals, LSB Industries runs chemical plants that produce ammonia, UAN fertilizer, and nitric acid used by farmers for crops and by miners for explosives. The company began in 1968 as a holding company built around the L&S Bearing Company, an Oklahoma City parts maker that Jack Golsen acquired; its "LSB" name is just those initials. A fun quirk: this fertilizer and chemicals firm got its start rebuilding ball bearings in short supply after World War II.
Item 4 of the Amended Statement is hereby restated to read as follows: (a)-(j). The Common Stock has been acquired by the Reporting Persons for investment purposes and was not acquired with the intent to change or influence control of the Issuer or to participate in any transaction having that purpose or effect except as set forth herein. The Reporting Persons reserve the right to change their plan and intentions at any time as they deem appropriate. Presently the Reporting Persons have no plans or proposals which would relate or result in any of the matters set forth in subparagraphs (a) - (j) of Item 4 of Schedule 13D except as set forth herein. The Reporting Persons, as long-term, buy-and-hold, supportive, active owners, will frequently engage with management, boards of directors, and fellow shareholders of our portfolio companies. Some or all of the Reporting Persons have been invested in the Issuer since 2010 through thick and thin. Depending on various factors including, without limitation, the Issuer's financial position and investment strategy, business and market conditions, the Reporting Persons' continuing evaluation of the business and prospects of the Issuer, the price levels of the securities of the Issuer, conditions in the securities markets and general economic and industry conditions, the Reporting Persons may in the future take such actions with respect to their respective investments in the Issuer as they deem appropriate, directly or through their affiliates, including, without limitation, making proposals concerning M&A activity, changes to the capitalization, ownership structure, Board composition or operations of the Issuer, talking with potential consolidation partners, continuing to hold additional securities of the Issuer, purchasing additional securities of the Issuer, selling some or all of their securities of the Issuer or engaging in short selling of or any hedging or similar transaction with respect to the securities of the Issuer, or changing their intention with respect to any and all matters referred to in Item 4.
| Holder | Schedule | % of class | Shares | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 13G/APassive | 5.6% | 4.00M | Apr 27, 2026 |
| Todd L. Boehly | 13D/AActivist | 14.5% | 10.42M | Mar 30, 2026 |
| TLB-LSB, LLC | 13D/AActivist | 14.4% | 10.37M | Mar 30, 2026 |
| CastleKnight Master Fund LP | 13G/APassive | 4.5% | 3.24M | Feb 17, 2026 |
| CastleKnight Fund GP LLC | 13G/APassive | 4.5% | 3.24M | Feb 17, 2026 |
| CastleKnight Management LP | 13G/APassive | 4.5% | 3.24M | Feb 17, 2026 |
| CastleKnight Management GP LLC | 13G/APassive | 4.5% | 3.24M | Feb 17, 2026 |
| Weitman Capital LLC | 13G/APassive | 4.5% | 3.24M | Feb 17, 2026 |
| Aaron Weitman | 13G/APassive | 4.5% | 3.24M | Feb 17, 2026 |
| ROBOTTI ROBERT | 13D/AActivist | 4.9% | 3.53M | Dec 23, 2025 |
Item 4 of the Amended Statement is hereby restated to read as follows: (a)-(j). The Common Stock has been acquired by the Reporting Persons for investment purposes and was not acquired with the intent to change or influence control of the Issuer or to participate in any transaction having that purpose or effect except as set forth herein. The Reporting Persons reserve the right to change their plan and intentions at any time as they deem appropriate. Presently the Reporting Persons have no plans or proposals which would relate or result in any of the matters set forth in subparagraphs (a) - (j) of Item 4 of Schedule 13D except as set forth herein. The Reporting Persons, as long-term, buy-and-hold, supportive, active owners, will frequently engage with management, boards of directors, and fellow shareholders of our portfolio companies. Some or all of the Reporting Persons have been invested in the Issuer since 2010 through thick and thin. Depending on various factors including, without limitation, the Issuer's financial position and investment strategy, business and market conditions, the Reporting Persons' continuing evaluation of the business and prospects of the Issuer, the price levels of the securities of the Issuer, conditions in the securities markets and general economic and industry conditions, the Reporting Persons may in the future take such actions with respect to their respective investments in the Issuer as they deem appropriate, directly or through their affiliates, including, without limitation, making proposals concerning M&A activity, changes to the capitalization, ownership structure, Board composition or operations of the Issuer, talking with potential consolidation partners, continuing to hold additional securities of the Issuer, purchasing additional securities of the Issuer, selling some or all of their securities of the Issuer or engaging in short selling of or any hedging or similar transaction with respect to the securities of the Issuer, or changing their intention with respect to any and all matters referred to in Item 4. | ||||