Fund HoldingsLUMINUS MANAGEMENT LLC

Total Portfolio Value
$86.57M
Total Bought
$21.68M
Total Sold
$101.77M
Net Transaction
-$80.10M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
CALL/CC @ 20 EXP 01/17/2025(Call)757,8001,857,700+1,099,90015,39831,395+15,997
KRONOS WORLDWIDE, INC(KRO)0260,300+260,30002,5382.93%+2,538
AVIENT CORPORATION(AVNT)046,300+46,30001,8922.19%+1,892
ELEMENT SOLUTIONS INC(ESI)046,500+46,50001,1821.37%+1,182
CALL/ESI @ 30 EXP 02/21/2025(ESI)(Call)02,200+2,200056+56
FMC CORPORATION(FMC)14,87920,400+5,5219819921.15%+11
LUCID DIAGNOSTICS INC1,152,9151,016,720-136,1959408320.96%-107
BAKKT HOLDINGS, INC. CMN34,5180-34,5183300-330
SILVERSUN TECHNOLOGIES, INC. CMN(QXO)43,0000-43,0006780-678
FRESHWORKS INC CMN(FRSH)100,0000-100,0001,1480-1,148
PPG INDUSTRIES, INC. CMN(PPG)12,3000-12,3001,6290-1,629
REKOR SYSTEMS INC CMN1,513,5350-1,513,5351,7860-1,786
OLIN CORPORATION CMN(OLN)37,8070-37,8071,8140-1,814
ANTERIX INC. CMN(ATEX)58,2460-58,2462,1940-2,194
CALL/OI @ 11 EXP 02/21/2025(OI)(Call)401,300246,000-155,3005,2652,667-2,598
SILVACO GROUP INC CMN187,3740-187,3742,6790-2,679
BARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX S-T FUT ETN CMN CLASS ETF(DJP)55,0000-55,0002,7280-2,728
AIR PRODUCTS & CHEMICALS INC22,0005,000-17,0006,5501,4501.68%-5,100
SEALED AIR CORPORATION231,56212,000-219,5628,4064060.47%-8,000
BERRY GLOBAL GROUP INC189,09258,627-130,46512,8543,7914.38%-9,063
TRONOX HOLDINGS PLC(TROX)1,159,05550,993-1,108,06216,9575140.59%-16,443
CHEMOURS COMPANY (THE)(CC)1,616,202601,541-1,014,66132,84110,16611.74%-22,675
O-I GLASS, INC.(OI)3,118,0531,670,634-1,447,41940,90918,11020.92%-22,799
BATTALION OIL CORPORATION6,151,4486,151,448041,03010,58012.22%-30,450
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