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LUMINUS MANAGEMENT LLC: CC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LUMINUS MANAGEMENT LLC on CC, newest first. How the timeline and the estimate are built.

LUMINUS MANAGEMENT LLC held 786,245 CC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 786,245 shares
    Change vs previous 13F -154,307 shares

    11.03% of the 13F portfolio, value $16,133,747.

    13F-HR 0001104659-26-097284 filed by LUMINUS MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 940,552 shares
    Change vs previous 13F +582,483 shares

    12.52% of the 13F portfolio, value $20,720,361.

    13F-HR 0001104659-26-062456 filed by LUMINUS MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 358,069 shares
    Change vs previous 13F -1,407,020 shares

    3.89% of the 13F portfolio, value $4,221,633.

    13F-HR 0001104659-26-016545 filed by LUMINUS MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,765,089 shares
    Change vs previous 13F -296,701 shares

    25.13% of the 13F portfolio, value $27,959,009.

    13F-HR 0001104659-25-096628 filed by LUMINUS MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,061,790 shares
    Change vs previous 13F +159,216 shares

    6.15% of the 13F portfolio, value $23,607,496.

    13F-HR 0001104659-25-078537 filed by LUMINUS MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,902,574 shares
    Change vs previous 13F +1,301,033 shares

    8.6% of the 13F portfolio, value $25,741,827.

    13F-HR 0001104659-25-049423 filed by LUMINUS MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 601,541 shares
    Change vs previous 13F -1,014,661 shares

    19.38% of the 13F portfolio, value $10,166,043.

    13F-HR 0001104659-25-014017 filed by LUMINUS MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,616,202 shares
    Change vs previous 13F not available

    18.61% of the 13F portfolio, value $32,841,225.

    13F-HR 0001104659-24-119089 filed by LUMINUS MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).