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LUMINUS MANAGEMENT LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $146,282,895
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- AVIENT CORPORATION · COM · 05368V106 · shares: $24,666,291
- O-I GLASS INC · COM · 67098H104 · shares: $17,104,325
- CHEMOURS CO · COM · 163851108 · shares: $16,133,747
- SILGAN HLDGS INC · COM · 827048109 · shares: $14,513,344
- GXO LOGISTICS INCORPORATED · COM · 36262G101 · shares: $13,345,102
- QUAKER HOUGHTON · COM · 747316107 · shares: $12,422,999
- METHANEX CORPORATION · COM · 59151K108 · shares: $9,834,473
- H.B. FULLER COMPANY · COM · 359694106 · shares: $9,183,939
- SOLSTICE ADVANCED MATLS INC · COM · 83443Q103 · shares: $8,666,763
- CELANESE CORP DEL · COM · 150870103 · shares: $3,908,666
Reported holdings
30 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| AVIENT CORPORATION | COM | 05368V106 | — | 667,378 shares | $24,666,291 |
| O-I GLASS INC | COM | 67098H104 | — | 1,776,150 shares | $17,104,325 |
| CHEMOURS CO | COM | 163851108 | — | 786,245 shares | $16,133,747 |
| SILGAN HLDGS INC | COM | 827048109 | — | 312,855 shares | $14,513,344 |
| GXO LOGISTICS INCORPORATED | COM | 36262G101 | — | 263,217 shares | $13,345,102 |
| QUAKER HOUGHTON | COM | 747316107 | — | 78,196 shares | $12,422,999 |
| METHANEX CORPORATION | COM | 59151K108 | — | 213,098 shares | $9,834,473 |
| H.B. FULLER COMPANY | COM | 359694106 | — | 157,556 shares | $9,183,939 |
| SOLSTICE ADVANCED MATLS INC | COM | 83443Q103 | — | 97,819 shares | $8,666,763 |
| CELANESE CORP DEL | COM | 150870103 | — | 84,971 shares | $3,908,666 |
| VERSIGENT PLC | ORDINARY SHARES | G9600F104 | — | 73,870 shares | $3,103,279 |
| AMCOR PLC | COM | G0250X149 | — | 57,879 shares | $2,509,055 |
| BARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX | IPATH S&P 500 SH | 06748M196 | — | 77,500 shares | $1,711,975 |
| KRONOS WORLDWIDE INC | COM | 50105F105 | — | 253,807 shares | $1,606,598 |
| BATTALION OIL CORP | COM | 07134L107 | — | 1,069,455 shares | $1,400,986 |
| CROWN HLDGS INC | COM | 228368106 | — | 11,600 shares | $1,297,112 |
| ARCBEST CORP | COM | 03937C105 | — | 8,800 shares | $1,263,152 |
| PPG INDUSTRIES INC | COM | 693506107 | — | 4,562 shares | $553,325 |
| W & T OFFSHORE INC | COM | 92922P106 | — | 150,000 shares | $472,500 |
| RARE EARTHS AMERICAS INC | COM | 75381A108 | — | 30,000 shares | $458,400 |
| COMSTOCK RES INC | COM | 205768302 | — | 30,000 shares | $447,600 |
| SUNPOWER INC | COM | 20460L104 | — | 425,000 shares | $292,102 |
| GEMINI SPACE STA INC | CL A COM | 36866J105 | — | 67,500 shares | $287,550 |
| ELMET GROUP CO (THE) | COM | 289395105 | — | 12,500 shares | $246,750 |
| STARDUST PWR INC | COM | 854936200 | — | 138,138 shares | $215,495 |
| VOLITIONRX LTD | COM | 928661206 | — | 156,897 shares | $211,811 |
| FERMI INC | COM | 314911108 | — | 15,495 shares | $141,934 |
| ALGORHYTHM HLDGS INC | COM | 829322502 | — | 206,250 shares | $117,975 |
| VISTAGEN THERAPEUTICS INC | COM | 92840H400 | — | 403,115 shares | $91,104 |
| MAXCYTE INC | COM | 57777K106 | — | 60,604 shares | $74,543 |