Which superinvestors hold Lyondellbasell Indu-Cl A (LYB)?

Per the latest SEC 13F filings, 5 superinvestors hold Lyondellbasell Indu-Cl A (LYB): Christopher Davis, Ronald Muhlenkamp, Jeremy Grantham, Ray Dalio, Bill Miller. Combined value held is about $486.9M, with Christopher Davis the largest holder.

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Lyondellbasell Indu-Cl A

LYB

Held by 5 superinvestors.

Price$62.62

Holders5

Total value$486.9M

SEC 10-K · fundamentals

Business quality

as of 2025-12-31

Valuation basis: trailing twelve months to 2026-06-30 — latest 10-K plus unaudited 10-Q filings.

Revenue growth: -25.2%
Net margin: -2.4%
ROE: -7.3%
FCF margin: 1.3%

Revenue $27.00B → $30.15B · 6y

What makes a business high quality

Valuation · value band

Valuation

This issuer has a multi-share-class structure; a blended per-share count is not available from the current data source, so a per-share floor is not computed here.

Method & numbers

A conservative intrinsic-value band (zero-growth floor to growth-capped DCF) plus a tangible asset floor — not investment advice, not a buy/sell signal, and not a price target.

Valuation basis: trailing twelve months to 2026-06-30 — latest 10-K plus unaudited 10-Q filings.

How to read intrinsic value

SEC 13F · holders

Superinvestors Holding This Security

5 holders · $486.9M combined · this quarter +0 opened / -3 exited

This quarter3 added1 trimmed3 exited

Holders 4 → 5 · last 8q

Investor	Value	Shares	Weight (prev→now)
Christopher Davis	$458.0M	8,698,852	2.1% → 2.0% ▼
Ronald Muhlenkamp	$9.9M	187,920	4.0% → 2.9% ▼
Jeremy Grantham	$9.0M	170,571	0.1% → 0.0% ▼
Ray Dalio	$8.0M	152,648	0.0% → 0.0% ▲
Bill Miller	$2.0M	38,000	0.8% → 0.5% ▼

Christopher Davis
Value$458.0MWeight (prev→now)2.1% → 2.0% ▼
Ronald Muhlenkamp
Value$9.9MWeight (prev→now)4.0% → 2.9% ▼
Jeremy Grantham
Value$9.0MWeight (prev→now)0.1% → 0.0% ▼
Ray Dalio
Value$8.0MWeight (prev→now)0.0% → 0.0% ▲
Bill Miller
Value$2.0MWeight (prev→now)0.8% → 0.5% ▼

Exited this quarter (3)

Dodge & Cox Ravenel Boykin Curry Stanley Druckenmiller

SEC 13F · notes

Written summary

Lyondellbasell Indu-Cl A (LYB) is held by 5 of the superinvestors tracked on Compounder, with a combined $486.9M in reported 13F value. The largest position belongs to Christopher Davis, where it makes up 2.0% of the portfolio.

Other notable holders by value include Ronald Muhlenkamp (2.9% of its book), Jeremy Grantham (0.0% of its book) and Ray Dalio (0.0% of its book).

Over the latest quarter, 0 of the tracked filers opened a new position in LYB, 3 added to existing ones, 1 trimmed, and 3 sold out entirely.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-06-30. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.

How to read a 13F

SEC 13F · co-ownership

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Also on

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-18

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

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