Alluvium Asset Management released its second-quarter 2025 investor letter for the Conventum – Alluvium Global Fund. The market continues to rise on news of new tariff deals. The Fund was up 8.5% in USD terms, 3.1% in AUD terms, but down 0.1% in EUR terms. Check the fund’s top five holdings for 2025 picks.

The Conventum – Alluvium Global Fund highlighted LyondellBasell Industries N.V. (NYSE:LYB) in its second-quarter 2025 investor letter. LyondellBasell Industries N.V. is a chemical company headquartered in Houston, Texas. The stock had a one-month return of 5.48% and lost 42.91% of its value over the last 52 weeks. On August 29, 2025, the stock closed at $56.35 per share.

In the second quarter 2025 investor letter, the Conventum – Alluvium Global Fund provided insights on LyondellBasell Industries N.V. (NYSE:LYB). The company faced challenges in the tough plastics market, announcing the shutdown of certain operations and the “sale” of European assets. Despite tariff turmoil, the Fund saw potential in LyondellBasell, ending the quarter with a 4.5% position.

LyondellBasell Industries N.V. (NYSE:LYB) is not among the 30 most popular stocks among hedge funds. While 33 hedge fund portfolios held LYB at the end of the second quarter, there was a decrease from the previous quarter. While LYB has investment potential, certain AI stocks offer greater upside potential and lower downside risk. For a free report on the best short-term AI stock, visit the provided link.

Read more at Yahoo Finance: LyondellBasell Industries N.V. (LYB) Sold Off Heavily Due to the Tariff Turmoil