← Top Holdings

LYBLyondellBasell Industries NV

CUSIP: N53745100

🔥 Bought by 2 superinvestors this quarter

6

Guru Owners

$1.85B

Total Value Held

23.1M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Dodge & Cox	Dodge & Cox	16839152	$1.36B	0.75%	$80.56	Q1 2026
Christopher Davis	Davis Selected Advisers	5596588	$450.9M	2.07%	$80.56	Q1 2026
Howard MarksPUT	Oaktree Capital Management	500000	$40.3M	0.61%	$80.56	Q1 2026
Bill Miller	Miller Value Partners	38000	$3.1M	0.80%	$80.56	Q1 2026
Ray Dalio	Bridgewater Associates	7969	$642K	0.00%	$80.56	Q1 2026
Stanley Druckenmiller	Duquesne Family Office	131435	$11K	0.31%	$0.08	Q1 2026

$1.36B

0.75%

Christopher Davis

$450.9M

2.07%

Howard MarksPUT

$40.3M

0.61%

$3.1M

0.80%

$642K

0.00%

Stanley Druckenmiller

$11K

0.31%

📊 Fundamentals

Market Cap$17.6B

Forward P/E8.0x

P/FCF17.9x

EPS (TTM)$-2.18

Revenue (TTM)$29.7B

Profit Margin-2.69%

Div Yield7.78%

Beta0.36

52-Week Range

$41.58

$83.94

Current: $54.60

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '266 owners · $1.85B

REDUCEDDodge & Cox$1.36B

NEWChristopher Davis$450.9M

NEWHoward Marks$40.3M

NEWRay Dalio$642K

NEWStanley Druckenmiller$11K

Q4 '252 owners · $732.5M

REDUCEDDodge & Cox$730.9M

Q3 '252 owners · $834.0M

REDUCEDDodge & Cox$832.2M

Q2 '252 owners · $984.1M

INCREASEDDodge & Cox$981.9M

Q1 '252 owners · $1.19B

REDUCEDDodge & Cox$1.19B

NEWBill Miller$2.7M

Q4 '242 owners · $1.26B

NEWDodge & Cox$1.26B

INCREASEDRay Dalio$3.7M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

0%analyst est. -4.0%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

3.3%current: 3.3%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

LYB: Held by 6 superinvestors · 13 congress member trades

BUYGil CisnerosD

$1,001 - $15,0002026-01-09

$1,001 - $15,0002025-11-03

$1,001 - $15,0002025-08-04

$1,001 - $15,0002025-07-01

SELLLisa McClainR

$1,001 - $15,0002025-06-24

BUYLisa McClainR

$1,001 - $15,0002025-06-09

$1,001 - $15,0002025-05-19

BUYRob BresnahanR

$1,001 - $15,0002025-05-15

$1,001 - $15,0002025-04-23

$1,001 - $15,0002025-02-25

$1,001 - $15,0002025-01-17

$1,001 - $15,0002024-11-12

$1,001 - $15,0002024-10-14

LYB Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker