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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

21Q4 调仓2021-09-30 → 2021-12-31 · 共 82 项建仓 32增持 12减持 23清仓 15

方向

标的

Δ市值

现股数(环比)

清仓

EQT EQT CORP

-$44.5M

0 -100%

清仓

ENVX ENOVIX CORP

-$31.2M

0 -100%

增持

ERO ERO COPPER CORP

+$14.9M

1,443,967 +260%

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。

减持

VST VISTRA CORP

-$13.9M

101,263 -89%

减持

CC CHEMOURS CO/THE

-$13.4M

370,880 -58%

建仓

— USERTESTING

+$12.9M

1,532,415

建仓

APD AIR PRODUCTS AND CHEMICALS

+$12.8M

42,200

减持

— NOBLE CORP

-$11.9M

190,618 -69%

增持

— ARCH RESOURCES INC

+$11.4M

726,642 +23%

减持

— TRONOX HOLDINGS PLC- A

-$11.1M

1,245,474 -25%

建仓

AVNT AVIENT

+$7.6M

136,000

建仓

LUCD LUCID DIAGNOSTICS

+$6.8M

1,258,064

建仓

NU NU HOLDINGS CL A

+$6.3M

673,711

建仓

— MINERVA SURGICAL

+$6.1M

1,190,185

建仓

VNET VNET GROUP ADR

+$6.0M

667,371

清仓

— CHINDATA GROUP HOLDINGS-ADR

-$5.9M

0 -100%

建仓

— BAKKT HOLDINGS CL A

+$5.5M

648,197

建仓

— YATSEN HOLDING ADR

+$5.5M

2,537,922

减持

MT ARCELORMITTAL-NY REGISTERED

-$5.4M

59,800 -75%

减持

— FERROGLOBE PLC

-$5.4M

987,000 -26%

减持

— MISSFRESH LTD-ADR

-$4.4M

899,450 -56%

清仓

— ROMEO POWER INC

-$4.3M

0 -100%

减持

FSLR FIRST SOLAR INC

-$4.1M

144,500 -17%

清仓

GE GENERAL ELECTRIC CO

-$3.9M

0 -100%

增持

— IPATH SERIES B S&P 500 VIX

+$3.8M

334,519 +294%

建仓

— EVAXION BIOTECH ADR

+$3.4M

777,990

清仓

— BERKELEY LIGHTS INC

-$3.3M

0 -100%

建仓

FLS FLOWSERVE

+$3.1M

101,100

清仓

ETR ENTERGY CORP

-$3.0M

0 -100%

增持

TS TENARIS SA-ADR

+$3.0M

190,400 +297%

清仓

— FERRO CORP

-$2.4M

0 -100%

建仓

D DOMINION ENERGY

+$2.3M

28,936

清仓

CCJ CAMECO CORP

-$2.2M

0 -100%

减持

— INFINERA CORP

-$2.1M

110,000 -71%

建仓

AES THE AES CORPORATION

+$1.9M

79,841

建仓

INTC INTEL

+$1.8M

35,284

清仓

— SUNNOVA ENERGY INTERNATIONAL

-$1.8M

0 -100%

减持

STKL SUNOPTA INC

-$1.7M

143,000 -52%

减持

CALX CALIX INC

-$1.6M

14,000 -75%

增持

ANSS ANSYS INC

+$1.5M

4,300 +617%

减持

DY DYCOM INDUSTRIES INC

-$1.5M

10,500 -70%

建仓

— TRITIUM DCFC

+$1.5M

147,657

建仓

— DECARBONIZATION PLUS ACQUISI

+$1.5M

147,657

增持

— REGIS CORP

-$1.4M

1,983,907 +42%

减持

— BERRY GLOBAL GROUP INC

+$1.3M

332,774 -13%

增持

— MRC GLOBAL INC

+$1.3M

374,000 +114%

建仓

GTLS CHARGEPOINT HOLDINGS INC

+$1.2M

7,500

减持

— SUNLIGHT FINANCIAL HOLDINGS

-$1.1M

90,000 -68%

建仓

F F MOTOR

+$1.1M

51,000

减持

NRG NRG ENERGY INC

-$1.0M

41,893 -39%

建仓

ALB ALBEMARLE

+$982.0K

4,200

建仓

SEDG SOLAREDGE TECHNOLOGIES

+$954.0K

3,400

减持

— FISKER INC

-$948.0K

37,500 -64%

建仓

— WOLFSPEED

+$943.0K

8,438

清仓

— MAXEON SOLAR TECHNOLOGIE

-$882.0K

0 -100%

建仓

ASPN ASPEN AEROGELS

+$861.0K

17,300

增持

GNRC GENERAC HOLDINGS INC

+$817.0K

2,900 +480%

建仓

CSIQ CANADIAN SOLAR

+$814.0K

26,000

减持

ASH ASHLAND GLOBAL HOLDINGS INC

+$755.0K

329,676 -15%

建仓

AA ALCOA

+$715.0K

12,000

增持

SQM QUIMICA Y MINERA CHIL-SP ADR

+$713.0K

101,648 +24%

建仓

— ALTUS POWER CL A

+$705.0K

67,500

建仓

SES SES AI CL A

+$697.0K

70,000

建仓

— LI CYCLE HOLDINGS

+$657.0K

66,000

建仓

SLDP SOLID POWER CL A

+$627.0K

71,719

建仓

— STEM

+$626.0K

33,000

清仓

ENPH ENPHASE ENERGY INC

-$600.0K

0 -100%

增持

RUN SUNRUN INC

+$537.0K

19,500 +550%

减持

— FRONTIER COMMUNICATIONS PARE

-$535.0K

48,000 -31%

增持

EVRG EVERGY INC

+$483.0K

39,561 +10%

建仓

PL PLANET LABS PBC CL A

+$467.0K

75,938

减持

— BLUESCAPE OPPORTUNITIES AC-A

-$458.0K

251,437 -16%

建仓

— NATIONAL ENERGY SERVICES REUNITE

+$433.0K

45,783

建仓

— MATTERPORT INC -CW27

+$413.0K

20,000

减持

— PROTERRA INC

-$332.0K

37,968 -42%

增持

— CHARGEPOINT HOLDINGS INC

+$259.0K

34,600 +73%

清仓

— SUNPOWER CORP

-$147.0K

0 -100%

减持

— NXP SEMICONDUCTORS NV

-$102.0K

6,000 -20%

清仓

TSPH TUSIMPLE HOLDINGS INC - A

-$56.0K

0 -100%

清仓

— MATTERPORT INC -CW27

-$35.0K

0 -100%

减持

BHLWQ BENSON HILL INC -CW25

-$34.0K

40,394 -19%

减持

— VIEW INC -CW27

-$30.0K

1 -100%