Luminus Management, LLC's shareholdings and portfolio as on May 2025

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Stock Name	Holders Name	Current Price US$	Quantity Held	Holding Percent	Change from Previous Qtr	Holding Value US$
ZeroFox Holdings Inc	Luminus Management, Llc	1.14	1,719,404	1.38%	0.00	2.0 M
Augmedix Inc	Luminus Management, Llc	2.35	655,057	1.33%	0.00	1.5 M
Berry Global Group Inc	Luminus Management, Llc	67.58	58,627	0.05%	0.00	4.0 M
Chemours Company	Luminus Management, Llc	9.93	1,902,574	1.27%	0.87	18.9 M
Flywire Corp	Luminus Management, Llc	10.30	197,000	0.16%	NEW	2.0 M
Humacyte Inc	Luminus Management, Llc	2.61	408,868	0.26%	NEW	1.1 M
Kirby Corp.	Luminus Management, Llc	113.34	42,100	0.08%	NEW	4.8 M
Knight-Swift Transportation Holdings Inc - Ordinary Shares - Class A	Luminus Management, Llc	44.78	87,413	0.05%	NEW	3.9 M
Kronos Worldwide, Inc.	Luminus Management, Llc	6.61	549,865	0.48%	0.25	3.6 M
Quaker Houghton	Luminus Management, Llc	107.83	47,482	0.27%	NEW	5.1 M
Lucid Diagnostics Inc	Luminus Management, Llc	1.26	456,644	0.45%	-0.52	575.4 K
O-I Glass Inc	Luminus Management, Llc	12.95	3,179,526	2.06%	0.98	41.2 M
PPG Industries, Inc.	Luminus Management, Llc	111.37	8,700	0.00%	NEW	968.9 K
Rekor Systems Inc	Luminus Management, Llc	1.44	1,068,207	0.90%	NEW	1.5 M
Stardust Power Inc.	Luminus Management, Llc	0.66	853,086	1.42%	NEW	563.0 K
Sealed Air Corp.	Luminus Management, Llc	32.15	323,125	0.22%	0.21	10.4 M
Venture Global Inc. - Ordinary Shares - Class A	Luminus Management, Llc	14.28	18,325,483	0.76%	NEW	261.7 M
Element Solutions Inc		21.41	-	Investor holds below 1%
Air Products & Chemicals Inc.		283.29	-	Investor holds below 1%
Avient Corp		36.58	-	Investor holds below 1%
Tronox Holdings plc - Ordinary Shares - Class A		5.65	-	Investor holds below 1%
FMC Corp.		40.21	-	Investor holds below 1%

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Luminus Management, LLC's portfolio and holdings

As per corporate shareholdings filed for Apr-2025, people matching Luminus Management, LLC publicly holds 17 stocks with a net worth of over US$ 363.8 M.

These are shares held by Luminus Management, LLC as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

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