StockDriftsStockDriftsTop 24 Luminus Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| OI | O-I GLASS INC | 17.29% | 2.72M | $28.6M | +73.06%(+1.15M) | $13.02(-35.85%) | 2026-03-31 | |
| CC | CHEMOURS CO | 12.52% | 940.6K | $20.7M | +162.67%(+582.48K) | $17.63(+31.17%) | 2026-03-31 | |
| FUL | H.B. FULLER COMPANY | 10.9% | 292.5K | $18.0M | new | $60.46(-3.97%) | 2026-03-31 | |
| KWR | QUAKER HOUGHTON | 10.22% | 136.2K | $16.9M | +75.68%(+58.67K) | $128.65(+7.26%) | 2026-03-31 | |
| AVNT | AVIENT CORPORATION | 9.21% | 419.9K | $15.2M | +112.27%(+222.10K) | $34.11(-0.99%) | 2026-03-31 | |
| MEOH | METHANEX CORPORATION | 7.68% | 213.6K | $12.7M | new | $49.63(+27.71%) | 2026-03-31 | |
| SEE | SEALED AIR CORP | 7.41% | 291.5K | $12.3M | -18.79%(-67.45K) | $31.43(+34.12%) | 2026-03-31 | |
| AXTA | AXALTA COATING SYS LTD | 6.68% | 399.3K | $11.1M | +101.06%(+200.71K) | $30.23(-11.32%) | 2026-03-31 | |
| BATL | BATTALION OIL CORP | 4.73% | 2.01M | $7.8M | -67.38%(-4.14M) | $9.06(-75.39%) | 2026-03-31 | |
| SOLS | SOLSTICE ADVANCED MATLS INC | 4.5% | 97.8K | $7.4M | -0.31%(-300) | $48.58(+75.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -4.39% | -12.60% |
| Top 20 Holdings Unweighted | +20.00% | +72.80% |
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