CALUMET INC CLMT
COM · Common Stock · CUSIP 131428104
- SectorEnergy
- IndustryPetroleum Refining
- HeadquartersIndianapolis, IN
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 85.9m as of 2024-08-09, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $16.05.
Biggest buyers
| Driehaus Capital Management LLC | New | +56.7k |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | New | +11.5k |
| Ashton Thomas Private Wealth, LLC | New | +1.4k |
Biggest sellers
| None |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Heritage Group
13D · may seek influence
filed 2026-06-05
Stated purposeItem 4 of the 2024 Schedule 13D is hereby amended to incorporate the following at the end thereof: As previously reported and in connection with the July 2024 restructuring, the Reporting Person received warrants to acquire 1,020,000 shares of Common Stock at an exercise price of $20.00 per share (the "Heritage Warrants"). On May 15, 2026, the Reporting Person exercised the Heritage Warrants in full, receiving 393,002 shares of Common Stock in net settlement thereof resulting in a decrease in beneficial ownership of 626,998 shares of Common Stock. On June 5, 2026, the General Partner Trustees approved a gift of 540,000 shares of Common Stock (the "Gift") directly held by the Reporting Person. Full filing |
16.6% |
| Two Seas Capital LP 13G · institution -1.8 pts · filed 2026-08-14 | 7.5% |
| Wasserstein Debt Opportunities Fund, LP 13G · passive investor filed 2025-02-14 | 7.1% |
| BlackRock, Inc. 13G · institution new · filed 2025-07-17 | 5.4% |
Fell to 5% or below in the last year: Wasserstein Management, L.P. (4.6%, 2026-08-14; now reported by Wasserstein Debt Opportunities Fund, LP), Adams Asset Advisors, LLC (4.7%, 2026-04-02), VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| Driehaus Capital Management LLC 0.01% of their portfolio | 56.7k $909.8k | New |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 0.13% of their portfolio | 11.5k $184.6k | New |
| Ashton Thomas Private Wealth, LLC 0.00% of their portfolio | 1.4k $22.9k | New |