Luminus Management LLC

CIK Number: 0001279151

384.17B
Market Value
16
# of Holdings
6 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 VG Venture Global,...
13.72
+0.59% 18.33M +100.00% 188.75M 10.3 62.36% Share
2 OI O-I Glass, Inc.
13.66
-0.8% 3.18M +90.32% 36.47M 12.26 12.05% Share
3 CC The Chemours Co...
15.07
+2.90% 1.9M +216.28% 25.74M 17.26 8.50% Share
4 SEE Sealed Air Corp...
29.83
-1.84% 323.13K +2.59K% 9.34M 29.1 3.09% Share
5 BATL Battalion Oil C...
1.19
-3.49% 6.15M 0.00% 8M 4.67 2.64% Share
6 BERY Berry Global Gr...
67.58
-2.93% 92.98K +58.60% 6.49M 58.14 2.14% Share
7 KWR Quaker Chemical...
136.22
-1.4% 47.48K +100.00% 5.87M 123.61 1.94% Share
8 KEX Kirby Corporati...
97.86
-1.65% 42.1K +100.00% 4.25M 101.01 1.40% Share
9 KRO Kronos Worldwid...
6.17
+2.32% 549.87K +111.24% 4.11M 8.55 1.36% Share
10 KNX Knight-Swift Tr...
43.05
-2.36% 87.41K +100.00% 3.8M 43.49 1.26% Share
11 FLYW Flywire Corpora...
12.14
-0.53% 197K +100.00% 1.87M 9.5 0.62% Share
12 PPG PPG Industries,...
111.93
-0.61% 8.7K +100.00% 951.35K 109.35 0.31% Share
13 REKR Rekor Systems, ...
1.11
-4.31% 1.07M +100.00% 947.18K 0.8867 0.31% Share
14 VXX iPath Series B ...
39.14
+0.31% 15.1K +100.00% 777.2K 51.47 0.26% Share
15 HUMA Humacyte, Inc.
1.88
+5.62% 408.87K +100.00% 697.12K 1.71 0.23% Share
16 LUCD Lucid Diagnosti...
0.98
-0.11% 456.64K -55.09% 680.4K 3.25 0.22% Share