13F-HR filed by LUMINUS MANAGEMENT LLC
LUMINUS MANAGEMENT LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 30 holding rows worth $146,282,895.
- Accession
- 0001104659-26-097284
- Filer
- CIK 1279151
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 30 entries on the cover page, a total value of $146,282,895 stated on the cover page (in dollars after the unit check, H1), rows summing to $146,282,895 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 |
|---|---|---|---|---|---|---|
| AVIENT CORPORATION | 05368V106 | COM | 667,378 | $24,666,291 | dollars as filed | |
| O-I GLASS INC | 67098H104 | COM | 1,776,150 | $17,104,325 | dollars as filed | |
| CHEMOURS CO COM | 163851108 | Stock | 786,245 | $16,133,747 | dollars as filed | |
| SILGAN HLDGS INC | 827048109 | COM | 312,855 | $14,513,344 | dollars as filed | |
| GXO LOGISTICS INCORPORATED COMMON STOCK | 36262G101 | Stock | 263,217 | $13,345,102 | dollars as filed | |
| QUAKER HOUGHTON | 747316107 | COM | 78,196 | $12,422,999 | dollars as filed | |
| METHANEX CORP COM | 59151K108 | Stock | 213,098 | $9,834,473 | dollars as filed | |
| FULLER H B CO COM | 359694106 | Stock | 157,556 | $9,183,939 | dollars as filed | |
| SOLS | 83443Q103 | COM | 97,819 | $8,666,763 | dollars as filed | |
| CELANESE CORP DEL COM | 150870103 | Stock | 84,971 | $3,908,666 | dollars as filed | |
| VERSIGENT PLC ORDINARY SHARES | G9600F104 | Stock | 73,870 | $3,103,279 | dollars as filed | |
| AMCOR PLC | g0250x149 | COM NEW | 57,879 | $2,509,055 | dollars as filed | |
| BARCLAYS BANK PLC | 06748M196 | IPATH S&P 500 SH | 77,500 | $1,711,975 | dollars as filed | |
| KRONOS WORLDWIDE INC COM | 50105F105 | Stock | 253,807 | $1,606,598 | dollars as filed | |
| BATTALION OIL CORP | 07134L107 | COM | 1,069,455 | $1,400,986 | dollars as filed | |
| CROWN HLDGS INC COM | 228368106 | Stock | 11,600 | $1,297,112 | dollars as filed | |
| ARCBEST CORP COM | 03937C105 | Stock | 8,800 | $1,263,152 | dollars as filed | |
| PPG INDS INC COM | 693506107 | Stock | 4,562 | $553,325 | dollars as filed | |
| W & T OFFSHORE INC | 92922P106 | COM | 150,000 | $472,500 | dollars as filed | |
| RARE EARTHS AMERICAS INC | 75381A108 | COM | 30,000 | $458,400 | dollars as filed | |
| COMSTOCK RES INC COM | 205768302 | Stock | 30,000 | $447,600 | dollars as filed | |
| SUNPOWER INC | 20460L104 | COM | 425,000 | $292,102 | dollars as filed | |
| GEMINI SPACE STA INC | 36866J105 | CL A COM | 67,500 | $287,550 | dollars as filed | |
| ELMET GROUP CO THE | 289395105 | COMMON STOCK | 12,500 | $246,750 | dollars as filed | |
| STARDUST POWER INC. | 854936200 | COMMON STOCK | 138,138 | $215,495 | dollars as filed | |
| VOLITIONRX LTD | 928661206 | COM | 156,897 | $211,811 | dollars as filed | |
| FERMI INC | 314911108 | COM | 15,495 | $141,934 | dollars as filed | |
| ALGORHYTHM HLDGS INC | 829322502 | COM | 206,250 | $117,975 | dollars as filed | |
| VISTAGEN THERAPEUTICS INC | 92840H400 | COM | 403,115 | $91,104 | dollars as filed | |
| MAXCYTE INC | 57777K106 | COM | 60,604 | $74,543 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-26-097284 | this filing | 2026-08-14 | acceptance time not in the bulk data set |