LUMINUS MANAGEMENT LLC 13F Holdings
CIK 0001279151 · Houston, TX
As of Sep 30, 2025, LUMINUS MANAGEMENT LLC reported 20 positions worth
CIK 0001279151 · Houston, TX
As of Sep 30, 2025, LUMINUS MANAGEMENT LLC reported 20 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| CHEMOURS CO | CC | Basic Materials | 1,765,089 | $28.0M | 25.13% |
| O-I GLASS INC | OI | Consumer Cyclical | 2,045,251 | $26.5M | 23.84% |
| SEALED AIR CORP | SEE | Consumer Cyclical | 499,161 | 7.6M | 15.86% |
| KIRBY CORP | KEX | Industrials | 116,956 | $9.8M | 8.77% |
| QUAKER CHEMICAL CORP | KWR | Basic Materials | 60,466 | $8.0M | 7.16% |
| BATTALION OIL CORP | BATL | Energy | 6,151,448 | $7.4M | 6.69% |
| GXO LOGISTICS INC | GXO | Industrials | 57,752 | $3.1M | 2.75% |
| FULLER H B CO | FUL | Basic Materials | 36,632 | $2.2M | 1.95% |
| SABLE OFFSHORE CORP | SOC | Energy | 100,000 | .7M | 1.57% |
| AVIENT CORP | AVNT | Basic Materials | 46,425 | .5M | 1.37% |
| BARCLAYS BANK PLC | — | — | 42,000 | .4M | 1.25% |
| DAQO NEW ENERGY CORP | DQ | Technology | 40,000 | .1M | 1.01% |
| LUCID DIAGNOSTICS INC | LUCD | Healthcare | 912,805 | $921.9K | 0.83% |
| REKOR SYSTEMS INC | REKR | Technology | 275,000 | $431.8K | 0.39% |
| MERSANA THERAPEUTICS INC | MRSN | Healthcare | 50,000 | $388.0K | 0.35% |
| MAXCYTE INC | MXCT | Healthcare | 225,000 | $355.5K | 0.32% |
| FIBROBIOLOGICS INC | FBLG | Healthcare | 26,629 | $345.8K | 0.31% |
| STARDUST PWR INC | — | — | 105,000 | $325.5K | 0.29% |
| SANGAMO THERAPEUTICS INC | SGMO | Healthcare | 250,000 | 68.4K | 0.15% |
| VENTURE GLOBAL INC | VG | Energy | 0 | $0.0 | 0.00% |