Luminus Management LLC Portfolio Holdings by Sector

Luminus Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Packaging & Containers \| Consumer Cyclical OI BERY SEE 3 stocks	$22,305 42.55% of portfolio	-	3	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials CC KRO AVNT APD ESI 5 stocks	$17,226 32.86% of portfolio	3	2	3	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy BATL 1 stocks	$10,580 20.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials FMC 1 stocks	$991 1.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare LUCD 1 stocks	$803 1.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials TROX 1 stocks	$513 0.98% of portfolio	-	1	-	-	0 Calls 0 Puts

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