Ownership history in LUMINUS MANAGEMENT LLC · 21 quarters on record
This page tracks every 13F SEC filing in which LUMINUS MANAGEMENT LLC reported a position in DAQO NEW ENERGY CORP (DQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 40,000 | -160,000 | -80.0% | 1.01% | $1.1M | $28.13 |
| 2020 Q3 | ADDED | 200,000 | +180,000 | +900.0% | 0.34% | $1.5M | $27.05 |
| 2020 Q3 | REDUCED | 20,000 | -8,806 | -30.6% | 0.63% | $2.7M | $27.05 |
| 2019 Q1 | REDUCED | 28,806 | -26,143 | -47.6% | 0.02% | $951K | $6.61 |
| 2018 Q4 | REDUCED | 54,949 | -187,051 | -77.3% | 0.03% | $1.3M | $4.68 |
| 2018 Q2 | ADDED | 242,000 | +133,773 | +123.6% | 0.20% | $8.6M | $7.11 |
| 2017 Q4 | REDUCED | 108,227 | -150,779 | -58.2% | 0.14% | $6.4M | $11.89 |
| 2017 Q3 | REDUCED | 259,006 | -69,382 | -21.1% | 0.20% | $7.5M | $5.80 |
| 2017 Q2 | REDUCED | 328,388 | -200 | -0.1% | 0.14% | $6.8M | $4.15 |
| 2017 Q1 | REDUCED | 328,588 | -16,348 | -4.7% | 0.16% | $6.2M | $3.75 |
As of 2025 Q4 — sorted by position size