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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

22Q2 调仓2021-12-31 → 2022-06-30 · 共 82 项建仓 10增持 3减持 8清仓 61

方向

标的

Δ市值

现股数(环比)

建仓

— ARCH RESOURCES INC

+$87.3M

610,000

清仓

ERO ERO COPPER CORP

-$22.1M

0 -100%

减持

— BERRY GLOBAL GROUP INC

-$21.3M

59,000 -82%

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

— USERTESTING

-$12.9M

0 -100%

清仓

FSLR FIRST SOLAR INC

-$12.6M

0 -100%

建仓

PPG PPG INDUSTRIES

+$12.1M

105,400

减持

— ARCH RESOURCES, INC. CMN

-$7.4M

412,017 -43%

减持

ASH ASHLAND INC

-$6.8M

278,650 -15%

建仓

FUL HB FULLER

+$6.5M

107,827

清仓

NU NU HOLDINGS CL A

-$6.3M

0 -100%

清仓

— IPATH SERIES B S&P 500 VIX

-$6.2M

0 -100%

清仓

— FERROGLOBE PLC

-$6.1M

0 -100%

清仓

VNET VNET GROUP ADR

-$6.0M

0 -100%

建仓

OLN OLIN CORP

+$5.6M

120,600

清仓

— BAKKT HOLDINGS CL A

-$5.5M

0 -100%

清仓

— YATSEN HOLDING ADR

-$5.5M

0 -100%

清仓

SQM QUIMICA Y MINERA CHIL-SP ADR

-$5.1M

0 -100%

减持

APD AIR PRODS & CHEM

-$5.1M

32,100 -24%

减持

LUCD LUCID DIAGNOSTICS INC

-$4.8M

873,804 -31%

清仓

— NOBLE CORP

-$4.7M

0 -100%

建仓

OMCL OMNICELL INC

+$4.7M

41,478

减持

— MINERVA SURGICAL INC

-$4.5M

681,843 -43%

增持

— MISSFRESH LTD

-$4.0M

2,000,000 +122%

清仓

TS TENARIS SA-ADR

-$4.0M

0 -100%

清仓

— REGIS CORP

-$3.5M

0 -100%

清仓

— EVAXION BIOTECH ADR

-$3.4M

0 -100%

清仓

FLS FLOWSERVE

-$3.1M

0 -100%

建仓

IWM RUSSELL 2000 INDEX ISHARES

+$3.0M

17,600

清仓

EVRG EVERGY INC

-$2.7M

0 -100%

清仓

— MRC GLOBAL INC

-$2.6M

0 -100%

清仓

— BLUESCAPE OPPORTUNITIES AC-A

-$2.5M

0 -100%

清仓

VST VISTRA CORP

-$2.3M

0 -100%

清仓

D DOMINION ENERGY

-$2.3M

0 -100%

减持

CC CHEMOURS COMPANY

-$2.1M

323,100 -13%

建仓

IE IVANHOE ELECTRIC INC / US

+$2.0M

228,329

清仓

AES THE AES CORPORATION

-$1.9M

0 -100%

清仓

MT ARCELORMITTAL-NY REGISTERED

-$1.9M

0 -100%

建仓

VVV VALVOLINE INC

+$1.9M

65,700

清仓

INTC INTEL

-$1.8M

0 -100%

清仓

NRG NRG ENERGY INC

-$1.8M

0 -100%

清仓

— RAIN THERAPEUTICS INC

-$1.8M

0 -100%

增持

— TRONOX HOLDINGS PLC CMN

-$1.8M

1,676,936 +35%

清仓

ANSS ANSYS INC

-$1.7M

0 -100%

增持

AVNT AVIENT CORP

-$1.7M

147,424 +8%

建仓

ACI ALBERTSONS COS INC - CLASS A

+$1.6M

59,052

清仓

— TRITIUM DCFC

-$1.5M

0 -100%

清仓

— DECARBONIZATION PLUS ACQUISI

-$1.5M

0 -100%

清仓

— FRONTIER COMMUNICATIONS PARE

-$1.4M

0 -100%

清仓

— NXP SEMICONDUCTORS NV

-$1.4M

0 -100%

清仓

GTLS CHARGEPOINT HOLDINGS INC

-$1.2M

0 -100%

清仓

CALX CALIX INC

-$1.1M

0 -100%

清仓

F F MOTOR

-$1.1M

0 -100%

清仓

— INFINERA CORP

-$1.1M

0 -100%

清仓

GNRC GENERAC HOLDINGS INC

-$1.0M

0 -100%

清仓

STKL SUNOPTA INC

-$994.0K

0 -100%

清仓

DY DYCOM INDUSTRIES INC

-$984.0K

0 -100%

清仓

ALB ALBEMARLE

-$982.0K

0 -100%

清仓

SEDG SOLAREDGE TECHNOLOGIES

-$954.0K

0 -100%

清仓

— WOLFSPEED

-$943.0K

0 -100%

清仓

ASPN ASPEN AEROGELS

-$861.0K

0 -100%

清仓

CSIQ CANADIAN SOLAR

-$814.0K

0 -100%

减持

— VALARIS LIMITED

-$794.0K

23,870 -91%

清仓

— EXELA TECHNOLOGIES INC

-$770.0K

0 -100%

清仓

— JAMF HLDG CORP

-$737.0K

0 -100%

清仓

AA ALCOA

-$715.0K

0 -100%

清仓

— ALTUS POWER CL A

-$705.0K

0 -100%

清仓

SES SES AI CL A

-$697.0K

0 -100%

清仓

RUN SUNRUN INC

-$669.0K

0 -100%

清仓

— CHARGEPOINT HOLDINGS INC

-$659.0K

0 -100%

清仓

— LI CYCLE HOLDINGS

-$657.0K

0 -100%

清仓

SLDP SOLID POWER CL A

-$627.0K

0 -100%

清仓

— STEM

-$626.0K

0 -100%

清仓

— FISKER INC

-$590.0K

0 -100%

清仓

— VALARIS LTD

-$582.0K

0 -100%

清仓

PL PLANET LABS PBC CL A

-$467.0K

0 -100%

建仓

— SUNNOVA ENERGY INTERNATIONAL

+$464.0K

25,200

清仓

— NATIONAL ENERGY SERVICES REUNITE

-$433.0K

0 -100%

清仓

— SUNLIGHT FINANCIAL HOLDINGS

-$430.0K

0 -100%

清仓

— MATTERPORT INC -CW27

-$413.0K

0 -100%

清仓

— PROTERRA INC

-$335.0K

0 -100%

清仓

BHLWQ BENSON HILL INC -CW25

-$50.0K

0 -100%

清仓

— VIEW INC -CW27

+$0

0 -100%