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LUMINUS MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

LUMINUS MANAGEMENT LLC

报告期 2026-03-31 · CIK 0001279151

持仓数

24

前50大市值合计

$165.5M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 21Q4 21Q3 21Q2

21Q3 调仓2021-06-30 → 2021-09-30 · 共 90 项建仓 19增持 11减持 21清仓 39

方向

标的

Δ市值

现股数(环比)

建仓

EQT EQT CORP

+$44.5M

2,175,000

减持

NRG NRG ENERGY INC

-$35.8M

69,008 -93%

建仓

ENVX ENOVIX CORP

+$31.2M

1,654,116

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

清仓

— UNITED STATES STEEL CORP

-$28.8M

0 -100%

清仓

ACM AECOM

-$27.2M

0 -100%

清仓

SEDG SOLAREDGE TECHNOLOGIES INC

-$24.9M

0 -100%

增持

— ARCH RESOURCES INC

+$22.3M

592,371 +3%

增持

CC CHEMOURS CO/THE

+$18.4M

891,134 +314%

建仓

VST VISTRA CORP

+$16.2M

946,613

清仓

— SIMILARWEB LTD

-$15.9M

0 -100%

清仓

APD AIR PRODUCTS & CHEMICALS INC

-$14.8M

0 -100%

减持

ERO ERO COPPER CORP

-$13.3M

401,254 -59%

清仓

— RODGERS SILICON VALLEY ACQUI

-$13.1M

0 -100%

清仓

OSCR OSCAR HEALTH INC - CLASS A

-$12.0M

0 -100%

减持

SQM QUIMICA Y MINERA CHIL-SP ADR

-$10.3M

82,148 -74%

清仓

OPEN OPENDOOR TECHNOLOGIES INC

-$10.2M

0 -100%

增持

— FERROGLOBE PLC

+$8.6M

1,325,500 +180%

清仓

— GRAFTECH INTERNATIONAL LTD

-$8.4M

0 -100%

减持

ASH ASHLAND GLOBAL HOLDINGS INC

-$8.1M

389,792 -20%

清仓

— CLIMATE CHANGE CRISIS - CL A

-$7.5M

0 -100%

清仓

PPG PPG INDUSTRIES INC

-$7.5M

0 -100%

建仓

MT ARCELORMITTAL-NY REGISTERED

+$7.3M

243,300

清仓

— ATOTECH LTD

-$7.2M

0 -100%

清仓

APPF APPFOLIO INC - A

-$7.1M

0 -100%

清仓

TALO TALOS ENERGY INC

-$7.0M

0 -100%

清仓

MTLS MATERIALISE NV-ADR

-$6.6M

0 -100%

清仓

MCFT MASTERCRAFT BOAT HOLDINGS IN

-$6.1M

0 -100%

清仓

— NOVAN INC

-$6.0M

0 -100%

建仓

— CHINDATA GROUP HOLDINGS-ADR

+$5.9M

701,992

清仓

EXC EXELON CORP

-$5.6M

0 -100%

清仓

— SQZ BIOTECHNOLOGIES CO

-$5.1M

0 -100%

清仓

FUL H.B. FULLER CO.

-$5.0M

0 -100%

清仓

— LINDE PLC

-$5.0M

0 -100%

建仓

— REGIS CORP

+$4.9M

1,401,956

清仓

— BIOXCEL THERAPEUTICS INC

-$4.6M

0 -100%

减持

— RAIN THERAPEUTICS INC

-$4.5M

137,428 -68%

清仓

— CONVEY HOLDING PARENT INC

-$4.3M

0 -100%

清仓

AES AES CORP

-$4.2M

0 -100%

减持

EVRG EVERGY INC

-$4.1M

35,866 -66%

清仓

— SUPER MICRO COMPUTER INC

-$4.0M

0 -100%

建仓

GE GENERAL ELECTRIC CO

+$3.9M

38,000

减持

FSLR FIRST SOLAR INC

-$3.8M

174,600 -23%

清仓

AVNT AVIENT CORP

-$3.5M

0 -100%

减持

— BERRY GLOBAL GROUP INC

-$3.4M

381,402 -7%

建仓

— BERKELEY LIGHTS INC

+$3.3M

168,293

减持

ANSS ANSYS INC

-$3.3M

600 -94%

建仓

ETR ENTERGY CORP

+$3.0M

30,000

清仓

F FORD MOTOR CO

-$3.0M

0 -100%

清仓

— ATLANTICA SUSTAINABLE INFRAS

-$3.0M

0 -100%

减持

GNRC GENERAC HOLDINGS INC

-$2.3M

500 -92%

建仓

CCJ CAMECO CORP

+$2.2M

100,000

清仓

SPY SPDR S&P 500 ETF TR

-$2.1M

0 -100%

清仓

— CREE INC

-$2.0M

0 -100%

清仓

CSIQ CANADIAN SOLAR INC

-$1.8M

0 -100%

建仓

— SUNNOVA ENERGY INTERNATIONAL

+$1.8M

55,000

减持

— IPATH SERIES B S&P 500 VIX

-$1.7M

85,000 -38%

减持

— FRONTIER COMMUNICATIONS PARE

-$1.6M

70,000 -48%

减持

— MAXEON SOLAR TECHNOLOGIE

-$1.5M

50,000 -55%

建仓

— SUNLIGHT FINANCIAL HOLDINGS

+$1.5M

285,000

减持

— EXELA TECHNOLOGIES INC

-$1.4M

877,912 -33%

清仓

DIDIY DIDI GLOBAL INC

-$1.4M

0 -100%

清仓

NMG NOUVEAU MONDE GRAPHITE INC

-$1.4M

0 -100%

建仓

— MRC GLOBAL INC

+$1.3M

175,022

减持

RUN SUNRUN INC

-$1.1M

3,000 -87%

减持

— NXP SEMICONDUCTORS NV

-$1.1M

7,500 -40%

减持

— PROTERRA INC

-$1.1M

66,000 -37%

减持

— SUNPOWER CORP

-$1.1M

6,500 -85%

清仓

— STEM INC

-$1.0M

0 -100%

建仓

TS TENARIS SA-ADR

+$1.0M

47,900

清仓

— PERIDOT ACQUISITION CORP

-$974.0K

0 -100%

减持

ENPH ENPHASE ENERGY INC

-$924.0K

4,000 -52%

清仓

— GORES HOLDINGS VI INC

-$811.0K

0 -100%

增持

— MISSFRESH LTD-ADR

-$766.0K

2,044,924 +83%

建仓

— JAMF HOLDING CORP

+$747.0K

19,381

清仓

XLV SELECT SECTOR SPDR TR -SBI MATERIALS

-$630.0K

0 -100%

增持

CALX CALIX INC

+$581.0K

55,000 +22%

增持

— ROMEO POWER INC

+$545.0K

871,800 +88%

增持

— INFINERA CORP

+$468.0K

375,000 +44%

增持

STKL SUNOPTA INC

+$415.0K

300,000 +62%

建仓

— CHARGEPOINT HOLDINGS INC

+$400.0K

20,000

增持

DY DYCOM INDUSTRIES INC

+$369.0K

35,000 +23%

增持

— FERRO CORP

+$307.0K

119,815 +21%

减持

— TRONOX HOLDINGS PLC- A

-$271.0K

1,665,472 -10%

清仓

— STAR PEAK CORP II CL A -CW25

-$89.0K

0 -100%

建仓

BHLWQ BENSON HILL INC -CW25

+$84.0K

50,000

建仓

TSPH TUSIMPLE HOLDINGS INC - A

+$56.0K

1,500

增持

— FISKER INC

-$43.0K

105,000 +28%

清仓

— GORES HOLDINGS VI A -CW27

-$43.0K

0 -100%

建仓

— MATTERPORT INC -CW27

+$35.0K

4,500

减持

— VIEW INC -CW27

-$27.0K

32,590 -2%