13F-HR filed by LUMINUS MANAGEMENT LLC
LUMINUS MANAGEMENT LLC filed this 13F-HR for the quarter ended 2020-12-31, filed 2021-02-17, with 35 holding rows worth $428,989,000.
- Accession
- 0001104659-21-024624
- Filer
- CIK 1279151
- Filed
- 2021-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2020
A holdings report, 35 entries on the cover page, a total value of $428,989,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $428,989,000 with VALUE read as thousands by filing date, 13F file number 028-10672. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| LI AUTO INC SPONSORED ADS | 50202M102 | ADR | 1,854,345 | $53,461,000 | thousands by filing date | |
| BATTALION OIL CORP | 07134L107 | COM | 6,151,448 | $51,057,000 | thousands by filing date | |
| ARCH RESOURCES INC | 03940R107 | CL A | 851,512 | $37,271,000 | thousands by filing date | |
| WARRIOR MET COAL INC | 93627C901 | COM | 1,600,000 | $34,112,000 | thousands by filing date | call |
| ASHLAND INC | 044186104 | COM | 275,597 | $21,827,000 | thousands by filing date | |
| AECOM COM | 00766T100 | Stock | 423,569 | $21,085,000 | thousands by filing date | |
| PROG HOLDINGS INC | 74319R101 | COM NPV | 367,887 | $19,818,000 | thousands by filing date | |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 510,668 | $19,176,000 | thousands by filing date | |
| FIRST SOLAR INC COM | 336433107 | Stock | 184,600 | $18,261,000 | thousands by filing date | call |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 81,703 | $14,336,000 | thousands by filing date | |
| BERRY GLOBAL GROUP INC | 08579W103 | COM | 230,540 | $12,954,000 | thousands by filing date | |
| FERRO CORP | 315405100 | COM | 818,287 | $11,972,000 | thousands by filing date | |
| ARRAY TECHNOLOGIES, INC. | 04271T100 | COM SHS | 269,574 | $11,629,000 | thousands by filing date | |
| CONTEXTLOGIC INC | 21077C107 | COMMON STOCK | 609,909 | $11,125,000 | thousands by filing date | |
| SUNNOVA ENERGY INTERNATIONAL I | 86745K104 | COM | 220,544 | $9,953,000 | thousands by filing date | |
| TRONOX HOLDINGS PLC SHS | G9087Q102 | Stock | 648,742 | $9,485,000 | thousands by filing date | |
| COMMUNITY HEALTH SYSTEMS INC | 203668108 | COMMON STOCK | 1,275,391 | $9,476,000 | thousands by filing date | |
| SOCIEDAD QUIMICA Y MINERA DE C | 833635105 | SPON ADR SER B | 189,712 | $9,313,000 | thousands by filing date | |
| CANADIAN SOLAR INC | 136635109 | COM | 150,338 | $7,703,000 | thousands by filing date | |
| OMEROS CORP | 682143102 | COM | 331,278 | $4,732,000 | thousands by filing date | |
| MARINUS PHARMACEUTICALS INC | 56854Q200 | COM NEW | 355,000 | $4,331,000 | thousands by filing date | |
| PHATHOM PHARMACEUTICALS INC | 71722W107 | COMMON STOCK | 126,903 | $4,216,000 | thousands by filing date | |
| BARCLAYS BANK PLC | 06746P621 | IPTH SR B S&P | 250,000 | $4,198,000 | thousands by filing date | |
| SONOS INC | 83570H108 | COM | 164,679 | $3,852,000 | thousands by filing date | |
| Rodgers Silicon Valley Acquisition Corp | 774873202 | Unit | 264,843 | $3,536,000 | thousands by filing date | |
| GOLAR LNG LTD | G9456A100 | SHS | 313,456 | $3,022,000 | thousands by filing date | |
| ATLAS AIR WORLDWIDE HOLDINGS I | 049164205 | COM NEW | 47,549 | $2,593,000 | thousands by filing date | |
| 2U INC | 90214J101 | COM | 64,533 | $2,582,000 | thousands by filing date | |
| SONOS INC | 83570H108 | COM | 100,000 | $2,339,000 | thousands by filing date | call |
| COHERENT INC | 192479103 | COM | 15,413 | $2,312,000 | thousands by filing date | |
| UNITED STATES STL CORP NEW | 912909108 | COM | 115,473 | $1,936,000 | thousands by filing date | |
| SPDR S&P Metals & Mining ETF | 78464A755 | SHS | 50,000 | $1,672,000 | thousands by filing date | call |
| CROWN HLDGS INC COM | 228368106 | Stock | 15,778 | $1,581,000 | thousands by filing date | |
| GRAFTECH INTL LTD | 384313508 | COM | 147,347 | $1,571,000 | thousands by filing date | |
| BUNGE LTD | G16962105 | COM | 7,656 | $502,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-21-024624 | this filing | 2021-02-17 | acceptance time not in the bulk data set |