Luminus Management LLC
Luminus Management LLC reported 30 holdings worth US$146M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Luminus Management LLC reported 30 holdings worth US$146M as of Jun 30, 2026. Largest: Avient Corporation, O-i Glass, Inc. and Chemours Company (the). Filed Aug 14, 2026 (Form 13F).
- Holdings
- 30
- Value as reported
- US$146M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Avient Corporation | 667K | US$24.7M | 16.9% |
| O-i Glass, Inc. | 1.78M | US$17.1M | 11.7% |
| Chemours Company (the) | 786K | US$16.1M | 11.0% |
| Silgan Holdings Inc. | 313K | US$14.5M | 9.9% |
| Gxo Logistics, Inc. | 263K | US$13.3M | 9.1% |
| Quaker Houghton | 78,196 | US$12.4M | 8.5% |
| Methanex Corporation | 213K | US$9.83M | 6.7% |
| H. B. Fuller Company | 158K | US$9.18M | 6.3% |
| Solstice Advanced Materials Inc. | 97,819 | US$8.67M | 5.9% |
| Celanese Corporation | 84,971 | US$3.91M | 2.7% |
| Kronos Worldwide Inc | 254K | US$1.61M | 1.1% |
| Battalion Oil Corporation | 1.07M | US$1.4M | 0.96% |
| Crown Holdings, Inc. | 11,600 | US$1.3M | 0.89% |
| Arcbest Corporation | 8,800 | US$1.26M | 0.86% |
| Ppg Industries, Inc. | 4,562 | US$553K | 0.38% |
| W&t Offshore, Inc. | 150K | US$473K | 0.32% |
| Rare Earths Americas, Inc. | 30,000 | US$458K | 0.31% |
| Comstock Resources, Inc. | 30,000 | US$448K | 0.31% |
| Sunpower Inc. | 425K | US$292K | 0.20% |
| Gemini Space Station, Inc. | 67,500 | US$288K | 0.20% |
| The Elmet Group Co. | 12,500 | US$247K | 0.17% |
| Stardust Power Inc. | 138K | US$215K | 0.15% |
| Volitionrx Limited | 157K | US$212K | 0.14% |
| Fermi Inc. | 15,495 | US$142K | 0.10% |
| Algorhythm Holdings, Inc. | 206K | US$118K | 0.08% |
| Vistagen Therapeutics, Inc. | 403K | US$91,104 | 0.06% |
| Maxcyte, Inc. | 60,604 | US$74,543 | 0.05% |
| Axalta Coating Systems Ltd. | 0 | US$0 | 0.00% |
| Canopy Growth Corporation | 0 | US$0 | 0.00% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Nextdoor Holdings, Inc. | 0 | US$0 | 0.00% |
| Pepgen Inc. | 0 | US$0 | 0.00% |
| Sangamo Therapeutics, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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