Position in SOLS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,449,895
+$2,683,274 QoQ
Shares Held
97,819
-0.3% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
4.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SOLS Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Mar 31, 2026LUMINUS MANAGEMENT LLC holds $94,821,779 across 8 Specialty Chemicals names. SOLS ranks #6 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CC |
Chemours Co
|
940,552 | $20,720,360 | |
| 2 | FUL |
Fuller H B Co
|
292,494 | $18,041,029 | |
| 3 | KWR |
Quaker Chemical Corp
|
136,200 | $16,920,126 | |
| 4 | AVNT |
Avient Corp
|
419,924 | $15,243,241 | |
| 5 | AXTA |
Axalta Coating Systems Ltd.
|
399,322 | $11,061,219 | |
| 6 | SOLS |
Solstice Advanced Materials Inc.
This page
|
97,819 | $7,449,895 | |
| 7 | PPG |
Ppg Industries Inc
|
33,795 | $3,612,009 | |
| 8 | KRO |
Kronos Worldwide Inc
|
270,000 | $1,773,900 |
All Filings in SOLS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,449,895 | 97,819 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,766,621 | 98,119 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||