13F-HR filed by LUMINUS MANAGEMENT LLC
LUMINUS MANAGEMENT LLC filed this 13F-HR for the quarter ended 2021-09-30, filed 2021-11-15, with 57 holding rows worth $475,549,000.
- Accession
- 0001104659-21-139278
- Filer
- CIK 1279151
- Filed
- 2021-11-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2021
A holdings report, 57 entries on the cover page, a total value of $475,549,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $475,549,000 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 |
|---|---|---|---|---|---|---|
| BATTALION OIL CORP | 07134L107 | COM | 6,151,448 | $59,854,000 | thousands by filing date | |
| ARCH RESOURCES INC | 03940R107 | CL A | 592,371 | $54,942,000 | thousands by filing date | |
| EQT CORP COM | 26884L109 | Stock | 2,175,000 | $44,501,000 | thousands by filing date | |
| TRONOX HOLDINGS PLC SHS | G9087Q102 | Stock | 1,665,472 | $41,054,000 | thousands by filing date | |
| ASHLAND INC | 044186104 | COM | 389,792 | $34,738,000 | thousands by filing date | |
| ENOVIX CORPORATION COM | 293594107 | Stock | 1,654,116 | $31,246,000 | thousands by filing date | |
| CHEMOURS CO COM | 163851108 | Stock | 891,134 | $25,896,000 | thousands by filing date | |
| BERRY GLOBAL GROUP INC | 08579W103 | COM | 381,402 | $23,220,000 | thousands by filing date | |
| FIRST SOLAR INC COM | 336433107 | Stock | 174,600 | $16,667,000 | thousands by filing date | |
| NOBLE CORP NEW | G6610J209 | SHS | 615,510 | $16,656,000 | thousands by filing date | |
| VISTRA CORP COM | 92840M102 | Stock | 946,613 | $16,187,000 | thousands by filing date | |
| FERROGLOBE PLC | G33856108 | SHS | 1,325,500 | $11,532,000 | thousands by filing date | |
| MISSFRESH LTD | 60500F105 | ADS | 2,044,924 | $8,916,000 | thousands by filing date | |
| ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | 03938L203 | ADR | 243,300 | $7,338,000 | thousands by filing date | |
| ERO COPPER CORP COM | 296006109 | Stock | 401,254 | $7,107,000 | thousands by filing date | |
| CHINDATA GROUP HLDGS LTD | 16955F107 | ADS | 701,992 | $5,904,000 | thousands by filing date | |
| REGIS CORP | 758932107 | COM | 1,401,956 | $4,879,000 | thousands by filing date | |
| SOCIEDAD QUIMICA Y MINERA DE C | 833635105 | SPON ADR SER B | 82,148 | $4,413,000 | thousands by filing date | |
| ROMEO POWER INC | 776153108 | COM | 871,800 | $4,315,000 | thousands by filing date | |
| General Electric Company | 369604301 | COM | 38,000 | $3,915,000 | thousands by filing date | |
| BERKELEY LTS INC | 084310101 | COM | 168,293 | $3,292,000 | thousands by filing date | |
| INFINERA CORP | 45667G103 | COMMON STOCK | 375,000 | $3,120,000 | thousands by filing date | |
| ENTERGY CORP NEW COM | 29364G103 | Stock | 30,000 | $2,979,000 | thousands by filing date | |
| BLUESCAPE OPPORTUNITIES ACQU | G1195N105 | COM | 298,000 | $2,920,000 | thousands by filing date | |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 69,008 | $2,818,000 | thousands by filing date | |
| CALIX INC | 13100M509 | COM | 55,000 | $2,719,000 | thousands by filing date | |
| SUNOPTA INC | 8676EP108 | COM | 300,000 | $2,679,000 | thousands by filing date | |
| DYCOM INDS INC COM | 267475101 | Stock | 35,000 | $2,493,000 | thousands by filing date | |
| FERRO CORP | 315405100 | COM | 119,415 | $2,429,000 | thousands by filing date | |
| Barclays Bank PLC | 06747R477 | COM | 85,000 | $2,366,000 | thousands by filing date | |
| EVERGY INC COM | 30034W106 | Stock | 35,866 | $2,231,000 | thousands by filing date | |
| CAMECO CORP COM | 13321L108 | Stock | 100,000 | $2,173,000 | thousands by filing date | |
| RAIN ONCOLOGY INC | 75082Q105 | COM | 137,428 | $2,056,000 | thousands by filing date | |
| FRONTIER COMMUNICATIONS PARE | 35909D109 | COM | 70,000 | $1,951,000 | thousands by filing date | |
| SUNNOVA ENERGY INTERNATIONAL I | 86745K104 | COM | 55,000 | $1,812,000 | thousands by filing date | |
| EXELA TECHNOLOGIES INC | 30162V409 | COM NEW | 877,912 | $1,703,000 | thousands by filing date | |
| FISKER INC | 33813J106 | CL A COM STK | 105,000 | $1,538,000 | thousands by filing date | |
| SUNLIGHT FINANCIAL HOLDINGS | 86738J106 | COM | 285,000 | $1,513,000 | thousands by filing date | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 7,500 | $1,469,000 | thousands by filing date | |
| MRC GLOBAL INC | 55345K103 | COM | 175,022 | $1,285,000 | thousands by filing date | |
| TENARIS S A SPONSORED ADS | 88031M109 | ADR | 47,900 | $1,011,000 | thousands by filing date | |
| VALARIS LTD WT EXP 042928 | G9460G119 | Stock | 280,009 | $952,000 | thousands by filing date | |
| MAXEON SOLAR TECHNOLOGIES LT | Y58473102 | SHS | 50,000 | $882,000 | thousands by filing date | |
| JAMF HLDG CORP COM | 47074L105 | Stock | 19,381 | $747,000 | thousands by filing date | |
| PROTERRA INC | 74374T109 | COM | 66,000 | $667,000 | thousands by filing date | |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 4,000 | $600,000 | thousands by filing date | |
| VALARIS LTD | G9460G101 | CL A | 16,157 | $564,000 | thousands by filing date | |
| CHARGEPOINT HLDGS INC | 15961R105 | COM CL A | 20,000 | $400,000 | thousands by filing date | |
| GENERAC HLDGS INC | 368736104 | COM | 500 | $204,000 | thousands by filing date | |
| ANSYS INC COM | 03662Q105 | COM | 600 | $204,000 | thousands by filing date | |
| SUNPOWER CORP | 867652406 | COM | 6,500 | $147,000 | thousands by filing date | |
| SUNRUN INC | 86771W105 | COM | 3,000 | $132,000 | thousands by filing date | |
| BENSON HILL INC | 082490111 | WT | 50,000 | $84,000 | thousands by filing date | |
| TUSIMPLE HLDGS INC | 90089L108 | CL A | 1,500 | $56,000 | thousands by filing date | |
| MATTERPORT INC | 577096118 | W EXP 08/24/202 | 4,500 | $35,000 | thousands by filing date | |
| VIEW INC | 92671V114 | *W EXP 03/08/202 | 32,590 | $30,000 | thousands by filing date | |
| FERRO CORP | 315405100 | COM | 400 | $8,000 | thousands by filing date | call |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-21-139278 | this filing | 2021-11-15 | acceptance time not in the bulk data set |