Luminus Management’s Chemours CC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.7M | Buy |
940,552
+582,483
| +163% | +$10.1M | 12.52% | 2 |
|
|
2025
Q4 | $4.22M | Sell |
358,069
-1,407,020
| -80% | -$18.1M | 3.7% | 11 |
|
|
2025
Q3 | $28M | Sell |
1,765,089
-296,701
| -14% | -$4.3M | 25.13% | 1 |
|
|
2025
Q2 | $23.6M | Buy |
2,061,790
+159,216
| +8% | +$1.79M | 6.15% | 3 |
|
|
2025
Q1 | $25.7M | Buy |
1,902,574
+1,301,033
| +216% | +$21.6M | 8.5% | 3 |
|
|
2024
Q4 | $10.2M | Sell |
601,541
-1,014,661
| -63% | -$19.7M | 11.74% | 4 |
|
|
2024
Q3 | $32.8M | Buy |
1,616,202
+227,048
| +16% | +$4.64M | 16.66% | 3 |
|
|
2024
Q2 | $31.4M | Buy |
1,389,154
+697,841
| +101% | +$18.3M | 18.06% | 2 |
|
|
2024
Q1 | $18.2M | Sell |
691,313
-166,540
| -19% | -$4.74M | 8.26% | 6 |
|
|
2023
Q4 | $27.1M | Buy |
857,853
+224,532
| +35% | +$6.09M | 7.48% | 6 |
|
|
2023
Q3 | $17.8M | Sell |
633,321
-35,977
| -5% | -$1.24M | 5.48% | 8 |
|
|
2023
Q2 | $24.7M | Sell |
669,298
-140,290
| -17% | -$4.28M | 7.42% | 6 |
|
|
2023
Q1 | $24.2M | Buy |
809,588
+460,092
| +132% | +$15.2M | 5.96% | 6 |
|
|
2022
Q4 | $10.7M | Sell |
349,496
-99,504
| -22% | -$2.99M | 2.67% | 10 |
|
|
2022
Q3 | $11.1M | Buy |
449,000
+125,900
| +39% | +$4.15M | 3.86% | 6 |
|
|
2022
Q2 | $10.3M | Buy |
323,100
+7,000
| +2% | +$257K | 3.19% | 7 |
|
|
2022
Q1 | $9.95M | Sell |
316,100
-54,780
| -15% | -$1.71M | 2.23% | 6 |
|
|
2021
Q4 | $12.4M | Sell |
370,880
-520,254
| -58% | -$16.2M | 2.92% | 10 |
|
|
2021
Q3 | $25.9M | Buy |
891,134
+675,741
| +314% | +$21.9M | 5.45% | 7 |
|
|
2021
Q2 | $7.5M | Buy |
215,393
+24,379
| +13% | +$807K | 1.09% | 24 |
|
|
2021
Q1 | $5.33M | Buy |
+191,014
| New | +$5.08M | 1.03% | 28 |
|
|
2020
Q4 | – | Sell |
-244,738
| Closed | -$5.12M | – | 40 |
|
|
2020
Q3 | $5.12M | Buy |
+244,738
| New | +$4.72M | 1.18% | 24 |
|
|
2020
Q2 | – | Sell |
-2,436,100
| Closed | -$21.6M | – | 50 |
|
|
2020
Q1 | $21.6M | Buy |
+2,436,100
| New | +$35.1M | 2.23% | 12 |
|
|
2019
Q3 | – | Sell |
-524,175
| Closed | -$12.6M | – | 106 |
|
|
2019
Q2 | $12.6M | Buy |
524,175
+22,105
| +4% | +$651K | 0.3% | 64 |
|
|
2019
Q1 | $18.7M | Sell |
502,070
-255,496
| -34% | -$9.3M | 0.4% | 59 |
|
|
2018
Q4 | $21.4M | Buy |
+757,566
| New | +$24M | 0.43% | 52 |
|
|
2017
Q4 | – | Sell |
-8,221
| Closed | -$416K | – | 142 |
|
|
2017
Q3 | $416K | Buy |
+8,221
| New | +$388K | 0.01% | 140 |
|
|
2017
Q2 | – | Sell |
-463,152
| Closed | -$17.8M | – | 149 |
|
|
2017
Q1 | $17.8M | Buy |
+463,152
| New | +$13.9M | 0.46% | 53 |
|
|
2016
Q4 | – | Sell |
-928,422
| Closed | -$14.9M | – | 139 |
|
|
2016
Q3 | $14.9M | Buy |
+928,422
| New | +$10.6M | 0.38% | 58 |
|
|
2016
Q2 | – | Sell |
-631,985
| Closed | -$4.42M | – | 127 |
|
|
2016
Q1 | $4.42M | Buy |
+631,985
| New | +$3.18M | 0.15% | 86 |
|
Other funds holding CC
VPM
VCM
WHCM
Luminus Management's CC Position: Q1 2026 in Review
Luminus Management increased its Chemours (CC) stake by 163% in Q1 2026, buying an estimated $10.1M and bringing the position to 940,552 shares worth $20.7M. The position accounts for 12.52% of the portfolio, ranked #2.
Luminus Management first reported a position in CC in Q1 2016 and has held it in 30 quarters since. The position peaked at $32.8M in Q3 2024. 448 funds tracked by Wall St. Rank hold CC as of Q1 2026.
- Luminus Management held 940,552 shares of Chemours worth $20.7M as of Q1 2026.
- Luminus Management bought 582,483 Chemours shares in Q1 2026, an estimated $10.1M.
- Chemours made up 12.52% of Luminus Management's portfolio in Q1 2026, its #2 holding.
- Luminus Management first reported a position in Chemours in Q1 2016 and has held it in 30 quarters since.
- Luminus Management's Chemours position peaked at $32.8M in Q3 2024.
- 448 funds tracked by Wall St. Rank held Chemours as of Q1 2026.
Based on Luminus Management's 13F filing for Q1 2026, filed 15 May 2026.