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LUMINUS MANAGEMENT LLC: GXO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LUMINUS MANAGEMENT LLC on GXO, newest first. How the timeline and the estimate are built.

LUMINUS MANAGEMENT LLC held 263,217 GXO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 263,217 shares
    Change vs previous 13F +198,276 shares

    9.12% of the 13F portfolio, value $13,345,102.

    13F-HR 0001104659-26-097284 filed by LUMINUS MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 64,941 shares
    Change vs previous 13F -43,228 shares

    2.03% of the 13F portfolio, value $3,367,191.

    13F-HR 0001104659-26-062456 filed by LUMINUS MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 108,169 shares
    Change vs previous 13F +50,417 shares

    5.25% of the 13F portfolio, value $5,694,016.

    13F-HR 0001104659-26-016545 filed by LUMINUS MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 57,752 shares
    Change vs previous 13F -50,000 shares

    2.75% of the 13F portfolio, value $3,054,503.

    13F-HR 0001104659-25-096628 filed by LUMINUS MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 107,752 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $5,247,522.

    13F-HR 0001104659-25-078537 filed by LUMINUS MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).