Holdings
LuminArx Capital Management LP
As of Jun 30, 2026, LuminArx Capital Management LP reported 31 positions worth US$83M. Largest: Tjx Companies, Inc. (the), Sonida Senior Living, Inc. and Target Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Tjx Companies, Inc. (the) | 85,000 | US$12.9M | new | Jun 30, 2026 |
| Sonida Senior Living, Inc. | 259K | US$10.6M | no change | Jun 30, 2026 |
| Target Corporation | 80,000 | US$10.4M | new | Jun 30, 2026 |
| Bain Capital Gss Investment Corp. | 1M | US$10.3M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 74,576 | US$3.75M | new | Jun 30, 2026 |
| Karman Holdings Inc. | 70,000 | US$3.49M | new | Jun 30, 2026 |
| Presidio Production Company | 270K | US$3.28M | +20,098 | Jun 30, 2026 |
| Sharonai Holdings, Inc. | 36,374 | US$3.08M | +21,686 | Jun 30, 2026 |
| Babcock & Wilcox Enterprises, Inc. | 205K | US$2.89M | new | Jun 30, 2026 |
| Qxo, Inc. | 150K | US$2.59M | new | Jun 30, 2026 |