Origin Materials (ORGN)

• Market cap: $87.9M
• 1 day: 1.09%
• 5 days: 15.02%
• 1 month: -19.65%
• 3 months: 20.95%
• 6 months: -30.01%
• Year to date: -51.52%
• 1 year: -59.26%
• 5 years: -94.13%
• 10 years: -94.13%
• Sector: Materials
• Industry: Chemicals

About: Origin Materials Inc is a carbon-negative materials company. The platform turns the carbon found in biomass into useful materials, while eliminating the need for fossil resources and capturing carbon in the process. Its products include, PET circular caps and closures, Para-xylene, carbon black, Levulinic acid among others by using materials like food and beverage packaging, clothing, textiles, plastics, car parts, carpeting, tires, adhesives, soil amendments, and fuels.

Employees: 109

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

59% more call options, than puts

Call options by funds: $270K | Put options by funds: $170K

3.47% less ownership

Funds ownership: 14.98% [Q1] → 11.51% (-3.47%) [Q2]

23% less funds holding

Funds holding: 105 [Q1] → 81 (-24) [Q2]

43% less capital invested

Capital invested by funds: $14.9M [Q1] → $8.4M (-$6.46M) [Q2]

61% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 33

79% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 29