13F-HR filed by LUMINUS MANAGEMENT LLC
LUMINUS MANAGEMENT LLC filed this 13F-HR for the quarter ended 2023-03-31, filed 2023-05-15, with 27 holding rows worth $406,520,725.
- Accession
- 0001104659-23-060667
- Filer
- CIK 1279151
- Filed
- 2023-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2023
A holdings report, 27 entries on the cover page, a total value of $406,520,725 stated on the cover page (in dollars after the unit check, H1), rows summing to $406,520,725 with VALUE read as dollars as filed, 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 |
|---|---|---|---|---|---|---|
| ARCH RESOURCES INC | 03940R107 | CL A | 524,433 | $68,941,963 | dollars as filed | |
| ASHLAND INC | 044186104 | COM | 470,131 | $48,287,155 | dollars as filed | |
| TRONOX HOLDINGS PLC SHS | G9087Q102 | Stock | 2,819,075 | $40,538,298 | dollars as filed | |
| BATTALION OIL CORP | 07134L107 | COM | 6,151,448 | $40,415,013 | dollars as filed | |
| OLIN CORP | 680665205 | COM PAR $1 | 448,353 | $24,883,593 | dollars as filed | |
| CHEMOURS CO COM | 163851108 | Stock | 809,588 | $24,239,065 | dollars as filed | |
| PPG INDS INC COM | 693506107 | Stock | 172,172 | $22,998,736 | dollars as filed | |
| O-I GLASS INC | 67098H104 | COM | 1,001,206 | $22,737,389 | dollars as filed | |
| ARCH RESOURCES INC | 03940R957 | CL A | 170,000 | $22,348,200 | dollars as filed | |
| BERRY GLOBAL GROUP INC | 08579W103 | COM | 356,344 | $20,988,661 | dollars as filed | |
| WESTLAKE CORPORATION | 960413102 | COM | 118,600 | $13,755,228 | dollars as filed | |
| MAGNUM OPUS ACQUISITION LTD | G5S70A104 | SHS CL A | 975,000 | $9,993,750 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 34,526 | $9,916,213 | dollars as filed | |
| ATLAS ENERGY SOLUTIONS INC | 04930R107 | COM | 473,203 | $8,058,647 | dollars as filed | |
| FULLER H B CO COM | 359694106 | Stock | 78,541 | $5,376,131 | dollars as filed | |
| AVIENT CORPORATION | 05368V106 | COM | 128,900 | $5,305,524 | dollars as filed | |
| SUNNOVA ENERGY INTERNATIONAL I | 86745K104 | COM | 220,150 | $3,438,744 | dollars as filed | |
| KIRBY CORP | 497266106 | COM | 39,988 | $2,787,164 | dollars as filed | |
| ANNEXON INC | 03589W102 | COM | 425,000 | $1,636,250 | dollars as filed | |
| MASTERBRAND INC | 57638P104 | COMMON STOCK | 200,000 | $1,608,000 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 6,800 | $1,528,436 | dollars as filed | |
| SIBANYE STILLWATER LTD SPONSORED ADR | 82575P107 | ADR | 175,000 | $1,456,000 | dollars as filed | |
| PORCH GROUP INC | 733245104 | COM | 970,263 | $1,387,476 | dollars as filed | |
| LUCID DIAGNOSTICS INC | 54948X109 | COM | 855,300 | $1,197,420 | dollars as filed | |
| DOW HLDGS INC COM | 260557103 | Stock | 21,800 | $1,195,076 | dollars as filed | |
| MDXHEALTH SA | 58286E102 | ADR | 287,257 | $930,713 | dollars as filed | |
| TERAWULF INC | 88080T104 | COM | 609,810 | $571,880 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-23-060667 | this filing | 2023-05-15 | acceptance time not in the bulk data set |