Luminus Management LLC holds a concentrated book of 24 stocks worth $165.5M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened H.B. Fuller Co. and trimmed Sealed Air Corp. Their largest long position is O-I Glass Inc at 17% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1279151/holdings"
Use Arkolith to show LUMINUS MANAGEMENT LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | O-I Glass Inc COM | $28.6M | 2.72M | 17.3% | ▲+73% Added · +1.1M sh | |
| 2 | Chemours Co COM | $20.7M | 940.6K | 12.5% | ▲+163% Added · +582K sh | |
| 3 | H.B. Fuller Company COM | $18.0M | 292.5K | 10.9% | ▲New New position | |
| 4 | Quaker Houghton COM | $16.9M | 136.2K | 10.2% | ▲+76% Added · +59K sh | |
| 5 | Avient Corporation COM | $15.2M | 419.9K | 9.2% | ▲+112% Added · +222K sh | |
| 6 | Methanex Corporation COM | $12.7M | 213.6K | 7.7% | ▲New New position | |
| 7 | Sealed Air Corp COM | $12.3M | 291.5K | 7.4% | ▼−19% Reduced · −67K sh | |
| 8 | Axalta Coating Sys Ltd COM | $11.1M | 399.3K | 6.7% | ▲+101% Added · +201K sh | |
| 9 | Battalion Oil Corp COM | $7.8M | 2.01M | 4.7% | ▼−67% Reduced · −4.1M sh | |
| 10 | Solstice Advanced Matls Inc COM | $7.4M | 97.8K | 4.5% | ▼−0.3% Reduced · −300 sh | |
| 11 | PPG Industries Inc COM | $3.6M | 33.8K | 2.2% | ▲New New position | |
| 12 | Gxo Logistics Incorporated COM | $3.4M | 64.9K | 2.0% | ▼−40% Reduced · −43K sh | |
| 13 | Kronos Worldwide Inc COM | $1.8M | 270.0K | 1.1% | ▲New New position | |
| 14 | Chevron Corporation COM | $1.0M | 5.0K | 0.6% | ▲New New position | |
| 15 | Barclays Bank PLC - Ipath Series B S&P 500 VIX IPATH S&P 500 SH | $982K | 27.5K | 0.6% | ▼−50% Reduced · −28K sh | |
| 16 | Maxcyte Inc COM | $808K | 1.15M | 0.5% | ▲+386% Added · +914K sh | |
| 17 | Gemini Space Sta Inc CL A COM | $663K | 150.0K | 0.4% | ▲New New position | |
| 18 | Xtdoor Holdings Inc COM CL A | $560K | 400.0K | 0.3% | ▲New New position | |
| 19 | Canopy Growth Corporation COM | $522K | 550.0K | 0.3% | ▲New New position | |
| 20 | Sangamo Therapeutics Inc COM | $415K | 1.68M | 0.3% | ▲+45% Added · +522K sh | |
| 21 | Pepgen Inc COM | $266K | 150.0K | 0.2% | ▲New New position | |
| 22 | Vistagen Therapeutics Inc COM | $226K | 396.1K | 0.1% | ▲+13% Added · +46K sh | |
| 23 | Algorhythm Hldgs Inc COM | $225K | 206.3K | 0.1% | ▲New New position | |
| 24 | Volitionrx Ltd COM | $201K | 995.0K | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.