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Riverwater Micro Opportunities Strategy's investment thesis on LSB Industries ($LXU) — Q1 2026 | Buyside Digest

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$LXUNYSELSB Industries

BULL

Riverwater Micro Opportunities Strategy—LXU

Fund Letter

Q1 2026

Published April 15, 2026

View Fund Profile

$11.18USD

-1.1% vs last month

$13.61Pitched

-17.9% since pitch

Market Cap$704.9M

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

LSB Industries (LXU) is a U.S.-based pure-play nitrogen chemical producer operating three manufacturing facilities in Alabama, Arkansas, and Oklahoma, along with a nitric acid facility in Baytown, Tex

— Nathan Fredrick, CFA

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