Luminus Management’s Sealed Air SEE Stock Holding History

Luminus Management’s Portfolio SEE Stock Details SEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-91,000	Closed	-$2.99M	–	30
2023 Q3	$2.99M	Buy	+91,000	New	+$3.52M	0.92%	15
2017 Q2	–	Sell	-100,000	Closed	-$4.36M	–	169
2017 Q1	$4.36M	Hold	100,000	–	–	0.11%	111
2016 Q4	$4.53M	Buy	+100,000	New	+$4.59M	0.1%	99

Other funds holding SEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Luminus Management's SEE Position: Q1 2026 in Review

Luminus Management reduced its Sealed Air (SEE) stake by 19% in Q1 2026, selling an estimated $2.82M and leaving 291,534 shares worth $12.3M. The position accounts for 7.41% of the portfolio, ranked #7.

Luminus Management first reported a position in SEE in Q2 2016 and has held it in 14 quarters since. The position peaked at $17.6M in Q3 2025. 416 funds tracked by Wall St. Rank hold SEE as of Q1 2026.

Luminus Management held 291,534 shares of Sealed Air worth $12.3M as of Q1 2026.
Luminus Management sold 67,446 Sealed Air shares in Q1 2026, an estimated $2.82M.
Sealed Air made up 7.41% of Luminus Management's portfolio in Q1 2026, its #7 holding.
Luminus Management first reported a position in Sealed Air in Q2 2016 and has held it in 14 quarters since.
Luminus Management's Sealed Air position peaked at $17.6M in Q3 2025.
416 funds tracked by Wall St. Rank held Sealed Air as of Q1 2026.

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