13F-HR filed by LUMINUS MANAGEMENT LLC
LUMINUS MANAGEMENT LLC filed this 13F-HR for the quarter ended 2023-06-30, filed 2023-08-14, with 27 holding rows worth $332,650,147.
- Accession
- 0001104659-23-091444
- Filer
- CIK 1279151
- Filed
- 2023-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2023
A holdings report, 27 entries on the cover page, a total value of $332,650,147 stated on the cover page (in dollars after the unit check, H1), rows summing to $332,650,147 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 | 390,414 | $44,023,083 | dollars as filed | |
| ASHLAND INC | 044186104 | COM | 492,733 | $42,823,425 | dollars as filed | |
| TRONOX HOLDINGS PLC SHS | G9087Q102 | Stock | 2,793,026 | $35,499,360 | dollars as filed | |
| BATTALION OIL CORP | 07134L107 | COM | 6,151,448 | $35,124,768 | dollars as filed | |
| O-I GLASS INC | 67098H104 | COM | 1,263,506 | $26,950,583 | dollars as filed | |
| CHEMOURS CO COM | 163851108 | Stock | 669,298 | $24,690,403 | dollars as filed | |
| BERRY GLOBAL GROUP INC | 08579W103 | COM | 362,544 | $23,326,081 | dollars as filed | |
| PPG INDS INC COM | 693506107 | Stock | 141,008 | $20,911,486 | dollars as filed | |
| WESTLAKE CORPORATION | 960413102 | COM | 121,649 | $14,533,406 | dollars as filed | |
| FULLER H B CO COM | 359694106 | Stock | 183,296 | $13,107,497 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 43,426 | $13,007,390 | dollars as filed | |
| OLIN CORP | 680665205 | COM PAR $1 | 238,964 | $12,280,359 | dollars as filed | |
| ASHLAND INC | 044186954 | COM | 60,000 | $5,214,600 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 15,000 | $3,982,800 | dollars as filed | |
| ANTERIX INC | 03676C100 | COMMON STOCK | 108,450 | $3,436,781 | dollars as filed | |
| OCUGEN INC | 67577C105 | COMMON STOCK | 4,079,238 | $2,215,434 | dollars as filed | |
| VIMEO INC | 92719V100 | COMMON STOCK | 421,600 | $1,736,992 | dollars as filed | |
| ZEROFOX HLDGS INC | 98955G103 | COMMON | 1,640,648 | $1,640,648 | dollars as filed | |
| PORCH GROUP INC | 733245104 | COM | 1,125,000 | $1,552,500 | dollars as filed | |
| LUCID DIAGNOSTICS INC | 54948X109 | COM | 878,378 | $1,220,945 | dollars as filed | |
| HUMACYTE INC | 44486Q103 | COM | 400,000 | $1,144,000 | dollars as filed | |
| TERAWULF INC | 88080T104 | COM | 556,897 | $974,570 | dollars as filed | |
| SUNNOVA ENERGY INTERNATIONAL I | 86745K104 | COM | 45,500 | $833,105 | dollars as filed | |
| SABRE CORP COM | 78573M104 | Stock | 240,000 | $765,600 | dollars as filed | |
| NOUVEAU MONDE GRAPHITE INC | 66979W842 | COM NEW | 250,000 | $760,000 | dollars as filed | |
| CALAMP CORP | 128126109 | COMMON STOCK | 503,850 | $534,081 | dollars as filed | |
| NOGIN INC | 65528N204 | COM NEW | 275,000 | $360,250 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-23-091444 | this filing | 2023-08-14 | acceptance time not in the bulk data set |