CastleKnight group reports 4.5% passive LXU stake in amended 13G filing

Rhea-AI Filing Summary

LSB Industries, Inc. (LXU) received an amended Schedule 13G from CastleKnight Master Fund LP and related entities, including Weitman Capital LLC and Aaron Weitman, reporting a passive ownership position. The group reports beneficial ownership of 3,239,383 shares of common stock, representing 4.5% of the class as of the event date.

Each reporting person discloses no sole voting or dispositive power and shared voting and dispositive power over 3,239,383 shares. They certify the securities are not held to change or influence control of LSB Industries, and that ownership is now at or below the 5% threshold.

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Accepted by SEC EDGAR 02/17/2026 - 05:21 PM Learn about SEC filing dates

FAQ

What ownership stake in LSB Industries (LXU) is reported in this Schedule 13G/A?

The filing reports beneficial ownership of 3,239,383 shares of LSB Industries common stock, representing 4.5% of the class. This stake is held across CastleKnight Master Fund LP, affiliated entities, and Aaron Weitman as a reporting group.

Who are the reporting persons in the LSB Industries (LXU) Schedule 13G/A?

The reporting persons are CastleKnight Master Fund LP, CastleKnight Fund GP LLC, CastleKnight Management LP, CastleKnight Management GP LLC, Weitman Capital LLC, and Aaron Weitman. Each entity and individual reports identical beneficial ownership and percentage of LSB Industries common stock.

What voting and dispositive power do the CastleKnight entities report over LXU shares?

Each reporting person discloses no sole voting or dispositive power and shared voting and dispositive power over 3,239,383 shares. This means decisions to vote or sell the LSB Industries shares are made on a shared basis among the reporting group.

Is the CastleKnight position in LSB Industries (LXU) considered passive or activist?

The position is certified as passive. The reporting persons state the securities were not acquired and are not held to change or influence control of LSB Industries, consistent with a Schedule 13G filing rather than an activist Schedule 13D.

Why does the filing note ownership of 5 percent or less of LSB Industries stock?

Item 5 indicates ownership of 5 percent or less of the class. With a reported 4.5% stake, the group is below the 5% threshold, which affects Schedule 13G reporting status and ongoing disclosure obligations for beneficial owners.

What is the date of the event triggering this LSB Industries (LXU) Schedule 13G/A?

The date of the event requiring this amended Schedule 13G is December 31, 2025. That date reflects when the ownership information reported—3,239,383 shares and 4.5% of the class—became applicable for regulatory disclosure purposes.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

LSB Industries, Inc.

(Name of Issuer)

Common Stock, Par Value $.10

(Title of Class of Securities)

502160104

(CUSIP Number)

12/31/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 502160104

1

Names of Reporting Persons

CastleKnight Master Fund LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

CAYMAN ISLANDS

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 3,239,383.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 3,239,383.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,239,383.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.5 %

12

Type of Reporting Person (See Instructions)

PN

SCHEDULE 13G

CUSIP No. 502160104

1

Names of Reporting Persons

CastleKnight Fund GP LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 3,239,383.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 3,239,383.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,239,383.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.5 %

12

Type of Reporting Person (See Instructions)

OO

SCHEDULE 13G

CUSIP No. 502160104

1

Names of Reporting Persons

CastleKnight Management LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 3,239,383.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 3,239,383.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,239,383.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.5 %

12

Type of Reporting Person (See Instructions)

IA, PN

SCHEDULE 13G

CUSIP No. 502160104

1

Names of Reporting Persons

CastleKnight Management GP LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 3,239,383.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 3,239,383.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,239,383.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.5 %

12

Type of Reporting Person (See Instructions)

OO

SCHEDULE 13G

CUSIP No. 502160104

1

Names of Reporting Persons

Weitman Capital LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

NEW JERSEY

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 3,239,383.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 3,239,383.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,239,383.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.5 %

12

Type of Reporting Person (See Instructions)

OO

SCHEDULE 13G

CUSIP No. 502160104

1

Names of Reporting Persons

Aaron Weitman

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 3,239,383.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 3,239,383.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,239,383.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.5 %

12

Type of Reporting Person (See Instructions)

HC, IN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: LSB Industries, Inc.
(b)	Address of issuer's principal executive offices: 3503 NW 63rd Street, Suite 500, Oklahoma City, Oklahoma 73116
Item 2.
(a)	Name of person filing: CastleKnight Master Fund LP CastleKnight Fund GP LLC CastleKnight Management LP CastleKnight Management GP LLC Weitman Capital LLC Aaron Weitman
(b)	Address or principal business office or, if none, residence: CastleKnight Master Fund LP Maples Corporate Services Limited P.O. Box 309 Ugland House Grand Cayman KY1-1104 Cayman Islands CastleKnight Fund GP LLC 888 Seventh Avenue, 24th Floor New York, New York 10019 United States of America CastleKnight Management LP 888 Seventh Avenue, 24th Floor New York, New York 10019 United States of America CastleKnight Management GP LLC 888 Seventh Avenue, 24th Floor New York, New York 10019 United States of America Weitman Capital LLC c/o Aaron Weitman c/o CastleKnight Management LP 888 Seventh Avenue, 24th Floor New York, New York 10019 United States of America Aaron Weitman c/o CastleKnight Management LP 888 Seventh Avenue, 24th Floor New York, New York 10019 United States of America
(c)	Citizenship: CastleKnight Master Fund LP - Cayman Islands CastleKnight Fund GP LLC - Delaware CastleKnight Management LP - Delaware CastleKnight Management GP LLC - Delaware Weitman Capital LLC - New Jersey Aaron Weitman - United States
(d)	Title of class of securities: Common Stock, Par Value $.10
(e)	CUSIP No.: 502160104
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: CastleKnight Master Fund LP - 3,239,383 CastleKnight Fund GP LLC - 3,239,383 CastleKnight Management LP - 3,239,383 CastleKnight Management GP LLC - 3,239,383 Weitman Capital LLC - 3,239,383 Aaron Weitman - 3,239,383
(b)	Percent of class: CastleKnight Master Fund LP - 4.5% CastleKnight Fund GP LLC - 4.5% CastleKnight Management LP - 4.5% CastleKnight Management GP LLC - 4.5% Weitman Capital LLC - 4.5% Aaron Weitman - 4.5%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: CastleKnight Master Fund LP - 0 CastleKnight Fund GP LLC - 0 CastleKnight Management LP - 0 CastleKnight Management GP LLC - 0 Weitman Capital LLC - 0 Aaron Weitman - 0
	(ii) Shared power to vote or to direct the vote: CastleKnight Master Fund LP - 3,239,383 CastleKnight Fund GP LLC - 3,239,383 CastleKnight Management LP - 3,239,383 CastleKnight Management GP LLC - 3,239,383 Weitman Capital LLC - 3,239,383 Aaron Weitman - 3,239,383
	(iii) Sole power to dispose or to direct the disposition of: CastleKnight Master Fund LP - 0 CastleKnight Fund GP LLC - 0 CastleKnight Management LP - 0 CastleKnight Management GP LLC - 0 Weitman Capital LLC - 0 Aaron Weitman - 0
	(iv) Shared power to dispose or to direct the disposition of: CastleKnight Master Fund LP - 3,239,383 CastleKnight Fund GP LLC - 3,239,383 CastleKnight Management LP - 3,239,383 CastleKnight Management GP LLC - 3,239,383 Weitman Capital LLC - 3,239,383 Aaron Weitman - 3,239,383
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. Please see Exhibit B attached hereto.
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

CastleKnight Master Fund LP

Signature:	By: CastleKnight Fund GP LLC, its general partner, By: Weitman Capital LLC, its managing member
Name/Title:	By: /s/ Aaron Weitman / Manager
Date:	02/17/2026

CastleKnight Fund GP LLC

Signature:	By: Weitman Capital LLC, its managing member
Name/Title:	By: /s/ Aaron Weitman / Manager
Date:	02/17/2026

CastleKnight Management LP

Signature:	By: CastleKnight Management GP LLC, its general partner, By: Weitman Capital LLC, its managing member
Name/Title:	By: /s/ Aaron Weitman / Manager
Date:	02/17/2026

CastleKnight Management GP LLC

Signature:	By: Weitman Capital LLC, its managing member
Name/Title:	By: /s/ Aaron Weitman / Manager
Date:	02/17/2026

Weitman Capital LLC

Signature:	By: /s/ Aaron Weitman
Name/Title:	Aaron Weitman / Manager
Date:	02/17/2026

Aaron Weitman

Signature:	By: /s/ Aaron Weitman
Name/Title:	Aaron Weitman
Date:	02/17/2026

Exhibit Information

Material to be Filed as Exhibit: [Exhibit A - Joint Filing Agreement] [Exhibit B - Control Person Identification]