Luminus Management LLC
Luminus Management LLC is a hedge fund and investment management firm headquartered in New York, NY. Founded in 2002, the firm is led by President Jonathan Barrett and manages pooled investment vehicles with a focus on public and private equity markets. Luminus primarily serves institutional investors including pooled investment vehicles and leverages a relatively small team, with recent filings listing around 8 employees.
Investment Strategy
Luminus Management LLC utilizes a fundamental, research-driven approach to identify investment opportunities, especially in the energy, utilities, and infrastructure sectors. The firm employs both long and short positions, seeking to generate returns through active management and deep industry analysis. Their strategy often involves significant stakes in select companies, aiming for value creation through hands-on engagement and active ownership.
Top Holdings
Equity Positions (19)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CC | CHEMOURS CO | 25.13% | $28.0M | 1,765,089 | $16.81 | $15.84 | +$4.4M |
O OI | O-I GLASS INC | 23.84% | $26.5M | 2,045,251 | $12.35 | $12.97 | +$339.3K |
S SEE | SEALED AIR CORP | 15.86% | $17.6M | 499,161 | $30.34 | $35.35 | +$4.2M |
K KEX | KIRBY CORP | 8.77% | $9.8M | 116,956 | $87.93 | $83.45 | +$6.4M |
K KWR | QUAKER HOUGHTON | 7.16% | $8.0M | 60,466 | $117.32 | $131.75 | -$3.6M |