Exited position

Jeff Smith’s Lsb Inds Inc (LXU) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Starboard Value LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2013Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares1.73MHighest verified quarter-end share count
Quarters reported8Verified quarters with shares above zero
What happened?

Starboard Value LP first reported Lsb Inds Inc in Q4 2013. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Starboard Value LP sold the entire position in Q4 2015, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q4 2015
Sold the entire position−1.61M shares · No shares reported at quarter-end
Q3 2015
Bought 6.3% more+95.00K shares · 1.61M shares reported after the change
Filing context

Quarter-end price $15.32 · Estimated holding basis $34.06

Q2 2015
Sold 12.2% of the position−210.00K shares · 1.52M shares remained
Filing context

Quarter-end price $40.84 · Estimated holding basis $35.23

Q4 2014
Bought 130.0% more+975.00K shares · 1.73M shares reported after the change
Filing context

Quarter-end price $31.44 · Estimated holding basis $35.23

Q3 2014
Sold 15.7% of the position−140.00K shares · 750.00K shares remained
Filing context

Quarter-end price $35.71 · Estimated holding basis $40.16

Q2 2014
Sold 20.2% of the position−225.00K shares · 890.00K shares remained
Filing context

Quarter-end price $41.67 · Estimated holding basis $40.16

1 unchanged quarter is collapsed by default.

Portfolio importance

How important was Lsb Inds Inc in Starboard Value LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.8%Q3 2015
Last reported rank#18of 26 reported positions
Peak portfolio weight2.7%Q1 2014
Best historical rank#11Q1 2015
At peak importanceQ1 2014
LXU
2.7%
Largest holding
24.2%
Cross-investor discovery

Who else owns Lsb Inds Inc?

Also reported by 1 other tracked investor in their latest verified filings.

Joel GreenblattGotham Asset Management
LXU0.0% of reported portfolio
Explore Lsb Inds Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$11.042026-09-18

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Starboard Value LP’s Form 13F disclosures—not Jeff Smith’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.