13F-HR filed by LUMINUS MANAGEMENT LLC
LUMINUS MANAGEMENT LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 19 holding rows worth $384,165,646.
- Accession
- 0001104659-25-078537
- Filer
- CIK 1279151
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 19 entries on the cover page, a total value of $384,165,646 stated on the cover page (in dollars after the unit check, H1), rows summing to $384,165,646 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 |
|---|---|---|---|---|---|---|
| VENTURE GLOBAL INC | 92333F101 | COM CL A | 18,027,083 | $280,861,953 | dollars as filed | |
| O-I GLASS INC | 67098H104 | COM | 1,776,636 | $26,187,615 | dollars as filed | |
| CHEMOURS CO COM | 163851108 | Stock | 2,061,790 | $23,607,496 | dollars as filed | |
| SEALED AIR CORP NEW | 81211K100 | COM | 433,804 | $13,460,938 | dollars as filed | |
| QUAKER HOUGHTON | 747316107 | COM | 103,051 | $11,535,529 | dollars as filed | |
| BATTALION OIL CORP | 07134L107 | COM | 6,151,448 | $7,935,368 | dollars as filed | |
| GXO LOGISTICS INCORPORATED COMMON STOCK | 36262G101 | Stock | 107,752 | $5,247,522 | dollars as filed | |
| KIRBY CORP | 497266106 | COM | 29,836 | $3,383,701 | dollars as filed | |
| KRONOS WORLDWIDE INC COM | 50105F105 | Stock | 435,459 | $2,699,846 | dollars as filed | |
| CROWN HLDGS INC COM | 228368106 | Stock | 24,500 | $2,523,010 | dollars as filed | |
| SABLE OFFSHORE CORP | 78574H104 | COM SHS | 97,000 | $2,132,060 | dollars as filed | |
| BARCLAYS BANK PLC | 06748M196 | IPATH S&P 500 SH | 23,750 | $1,141,188 | dollars as filed | |
| FLUOR CORP | 343412102 | COM | 20,000 | $1,025,400 | dollars as filed | |
| LUCID DIAGNOSTICS INC | 54948X109 | COM | 794,830 | $914,054 | dollars as filed | |
| REKOR SYSTEMS INC | 759419104 | COM | 511,622 | $593,482 | dollars as filed | |
| Mersana Therapeutics Inc | 59045L106 | Common Stock | 1,039,314 | $307,637 | dollars as filed | |
| STARDUST PWR INC COM | 854936101 | Stock | 1,101,197 | $216,936 | dollars as filed | |
| CONTEXT THERAPEUTICS INC | 21077P108 | COM | 328,222 | $215,051 | dollars as filed | |
| ADICET BIO INC | 007002108 | COM | 289,935 | $176,860 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-25-078537 | this filing | 2025-08-14 | acceptance time not in the bulk data set |