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Luminus Management, LLC

Quarter-over-quarter position changes

32 changes

ActionCompanyQuarter ↓Δ sharesΔ %Held afterFlowImpact
ExitedVenture Global, Inc.Mar 31, 2026-2,700,000-100%0$18.41Mmedium
NewFULLER H B COMar 31, 2026+292,494New292,494$18.04Mmedium
TrimmedBATTALION OIL CORPMar 31, 2026-4,144,940-67%2,006,508$16.17Mmedium
AddedChemours CoMar 31, 2026+582,483+163%940,552$12.83Mmedium
New59151K108Mar 31, 2026+213,561New213,561$12.72Mmedium
AddedO-I Glass, Inc. /DEMar 31, 2026+1,149,168+73%2,722,169$12.08Mmedium
AddedAvient CorpMar 31, 2026+222,096+112%419,924$8.06Mmedium
AddedQUAKER CHEMICAL CORPMar 31, 2026+58,673+76%136,200$7.29Mmedium
AddedAxalta Coating Systems LtdMar 31, 2026+200,710+101%399,322$5.56Mmedium
NewPPG INDUSTRIES INCMar 31, 2026+33,795New33,795$3.61Mlow
TrimmedSealed Air CorpMar 31, 2026-67,446-19%291,534$2.84Mlow
ExitedWESTLAKE CORPWLKMar 31, 2026-35,189-100%0$2.60Mlow
TrimmedGXO Logistics, Inc.Mar 31, 2026-43,228-40%64,941$2.24Mlow
NewKRONOS WORLDWIDE INCKROMar 31, 2026+270,000New270,000$1.77Mlow
NewCHEVRON CORPMar 31, 2026+5,000New5,000$1.03Mlow
Trimmed06748M196Mar 31, 2026-27,500-50%27,500$981.8Klow
NewGemini Space Station, Inc.GEMIMar 31, 2026+150,000New150,000$663.0Klow
AddedMAXCYTE, INC.Mar 31, 2026+913,505+386%1,150,000$641.7Klow
NewNextdoor Holdings, Inc.Mar 31, 2026+400,000New400,000$560.0Klow
NewCanopy Growth CorpCGCMar 31, 2026+550,000New550,000$522.1Klow
ExitedAdicet Bio, Inc.Mar 31, 2026-59,558-100%0$501.5Klow
ExitedDHI GROUP, INC.Mar 31, 2026-263,098-100%0$407.8Klow
ExitedLucid Diagnostics Inc.LUCDMar 31, 2026-370,969-100%0$404.4Klow
ExitedFermi Inc.FRMIMar 31, 2026-40,000-100%0$320.0Klow
NewPepGen Inc.Mar 31, 2026+150,000New150,000$265.5Klow
NewAlgorhythm Holdings, Inc.RIMEMar 31, 2026+206,250New206,250$224.8Klow
New928661107Mar 31, 2026+995,000New995,000$201.0Klow
ExitedMereo BioPharma Group plcMREOMar 31, 2026-395,000-100%0$164.6Klow
AddedSANGAMO THERAPEUTICS, INC.Mar 31, 2026+522,328+45%1,681,089$129.0Klow
ExitedCircle Internet Group, Inc.CRCLMar 31, 2026-1,000-100%0$79.3Klow
AddedVistagen Therapeutics, Inc.VTGNMar 31, 2026+46,053+13%396,053$26.3Klow
TrimmedSolstice Advanced Materials Inc.Mar 31, 2026-300-0.3%97,819$22.8Klow
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