account_balance
Investment manager · 13F filer · SEC CIK 1279151
Luminus Management LLC
Reported value$146Mas of Jun 30, 2026
Positions30 14 new, 8 sold out
Top 10 weight88.7%AVNT alone is 17%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AVNTAvient Corporation
16.9%Added +59%
OIO-i Glass Inc
11.7%Trimmed −35%
CCChemours Co
11.0%Trimmed −16%
SLGNSilgan Hldgs Inc
9.9%New
GXOGxo Logistics Incorporated
9.1%Added +305%
KWRQuaker Houghton
8.5%Trimmed −43%
MEOHMethanex Corporation
6.7%
FULH.b. Fuller Company
6.3%Trimmed −46%
SOLSSolstice Advanced Matls Inc
5.9%
CE2.7%VGNTVersigent PLC
2.1%New
AMCRAmcor PLC
1.7%New
AVNTAvient Corporation
16.9%Added +59%
OIO-i Glass Inc
11.7%Trimmed −35%
CC11.0%SLGN9.9%GXO9.1%KWR8.5%MEOH6.7%FUL6.3%SOLS5.9%CE2.7%VGNT2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AVNT Avient Corporation 16.9% Added +59%OI O-i Glass Inc 11.7% Trimmed −35%CC Chemours Co 11.0% Trimmed −16%SLGN Silgan Hldgs Inc 9.9% NewGXO Gxo Logistics Incorporated 9.1% Added +305%KWR Quaker Houghton 8.5% Trimmed −43%MEOH Methanex Corporation 6.7% HeldFUL H.b. Fuller Company 6.3% Trimmed −46%SOLS Solstice Advanced Matls Inc 5.9% HeldCE Celanese Corp 2.7% NewVGNT Versigent PLC 2.1% NewAMCR Amcor PLC 1.7% New
What changed