Luminus Management’s Methanex MEOH Stock Holding History

Luminus Management’s Portfolio MEOH Stock Details MEOH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-25,000	Closed	-$1.09M	–	154
2016 Q4	$1.09M	Sell	25,000 -67,600	-73%	-$2.7M	0.02%	123
2016 Q3	$3.3M	Sell	92,600 -57,400	-38%	-$1.69M	0.08%	104
2016 Q2	$4.37M	Sell	150,000 -475,000	-76%	-$15.2M	0.13%	95
2016 Q1	$20.1M	Buy	625,000 +405,000	+184%	+$12M	0.66%	40
2015 Q4	$7.26M	Buy	+220,000	New	+$8.41M	0.27%	73
2015 Q2	–	Sell	-22,300	Closed	-$1.19M	–	152
2015 Q1	$1.19M	Buy	+22,300	New	+$1.12M	0.04%	102

Other funds holding MEOH

MGP

M&G plc London, United Kingdom $19.4B AUM 16.7% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

DMIC

Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada $2.88B AUM 18.53% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Luminus Management's MEOH Position: Q1 2026 in Review

Luminus Management opened a new position in Methanex (MEOH) in Q1 2026: 213,561 shares worth $12.7M. The stake represents 7.68% of the portfolio and ranks #6 among its holdings. This is a return to the name: Luminus Management previously reported a position in MEOH as recently as Q2 2017.

Luminus Management first reported a position in MEOH in Q2 2013 and has held it in 9 quarters since. 211 funds tracked by Wall St. Rank hold MEOH as of Q1 2026.

Luminus Management held 213,561 shares of Methanex worth $12.7M as of Q1 2026.
Methanex was a new Luminus Management position in Q1 2026.
Methanex made up 7.68% of Luminus Management's portfolio in Q1 2026, its #6 holding.
Luminus Management first reported a position in Methanex in Q2 2013 and has held it in 9 quarters since.
211 funds tracked by Wall St. Rank held Methanex as of Q1 2026.

Based on Luminus Management's 13F filing for Q1 2026, filed 15 May 2026.