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Luminus Management’s Chemours CC Stock Holding History

Luminus Management’s Portfolio CC Stock Details CC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-261,200
Closed -$3.53M – 20
2025
Q1 		$3.53M Sell
261,200
-1,596,500
-86% -$26.5M 1.17% 11
2024
Q4 		$31.4M Buy
1,857,700
+1,099,900
+145% +$21.4M 36.27% 1
2024
Q3 		$15.4M Buy
757,800
+699,500
+1,200% +$14.3M 7.81% 5
2024
Q2 		$1.32M Sell
58,300
-1,424,900
-96% -$37.3M 0.76% 14
2024
Q1 		$38.9M Buy
1,483,200
+1,097,900
+285% +$31.3M 17.72% 1
2023
Q4 		$12.2M Buy
+385,300
New +$10.5M 3.36% 8
2016
Q1 		– Sell
-19,800
Closed -$106K – 122
2015
Q4 		$106K Hold
19,800
– – ﹤0.01% 125
2015
Q3 		$128K Buy
+19,800
New +$207K ﹤0.01% 134

Other funds holding CC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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.