13F-HR filed by LUMINUS MANAGEMENT LLC
LUMINUS MANAGEMENT LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 22 holding rows worth $114,197,144.
- Accession
- 0001104659-26-016545
- Filer
- CIK 1279151
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 22 entries on the cover page, a total value of $114,197,144 stated on the cover page (in dollars after the unit check, H1), rows summing to $114,197,144 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 |
|---|---|---|---|---|---|---|
| O-I GLASS INC | 67098H104 | COM | 1,573,001 | $23,217,495 | dollars as filed | |
| VENTURE GLOBAL INC | 92333F101 | COM CL A | 2,700,000 | $18,414,000 | dollars as filed | |
| SEALED AIR CORP NEW | 81211K100 | COM | 358,980 | $14,872,542 | dollars as filed | |
| QUAKER HOUGHTON | 747316107 | COM | 77,527 | $10,645,232 | dollars as filed | |
| BATTALION OIL CORP | 07134L107 | COM | 6,151,448 | $6,951,136 | dollars as filed | |
| AXALTA COATING SYS LTD COM | G0750C108 | Stock | 198,612 | $6,417,153 | dollars as filed | |
| AVIENT CORPORATION | 05368V106 | COM | 197,828 | $6,180,147 | dollars as filed | |
| VENTURE GLOBAL INC | 92333F901 | CALL | 850,000 | $5,797,000 | dollars as filed | call |
| GXO LOGISTICS INCORPORATED COMMON STOCK | 36262G101 | Stock | 108,169 | $5,694,016 | dollars as filed | |
| SOLS | 83443Q103 | COM | 98,119 | $4,766,621 | dollars as filed | |
| CHEMOURS CO COM | 163851108 | Stock | 358,069 | $4,221,633 | dollars as filed | |
| WESTLAKE CORPORATION | 960413102 | COM | 35,189 | $2,601,875 | dollars as filed | |
| BARCLAYS BANK PLC | 06748M196 | IPATH S&P 500 SH | 55,000 | $1,455,850 | dollars as filed | |
| ADICET BIO INC | 007002207 | COM NEW | 59,558 | $501,478 | dollars as filed | |
| SANGAMO THERAPEUTICS INC | 800677106 | COM | 1,158,761 | $486,680 | dollars as filed | |
| DHI GROUP INC | 23331S100 | COM | 263,098 | $407,802 | dollars as filed | |
| LUCID DIAGNOSTICS INC | 54948X109 | COM | 370,969 | $404,356 | dollars as filed | |
| MAXCYTE INC | 57777K106 | COM | 236,495 | $366,567 | dollars as filed | |
| FERMI INC | 314911108 | COM | 40,000 | $320,000 | dollars as filed | |
| VISTAGEN THERAPEUTICS INC | 92840H400 | COM | 350,000 | $231,665 | dollars as filed | |
| MEREO BIOPHARMA GROUP PLC | 589492107 | CMN | 395,000 | $164,596 | dollars as filed | |
| CIRCLE INTERNET GROUP INC | 172573107 | COM CL A | 1,000 | $79,300 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-26-016545 | this filing | 2026-02-17 | acceptance time not in the bulk data set |