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LUMINUS MANAGEMENT LLC: KWR position timeline

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

LUMINUS MANAGEMENT LLC held 78,196 KWR 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 78,196 shares
    Change vs previous 13F -58,004 shares

    8.49% of the 13F portfolio, value $12,422,999.

    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 136,200 shares
    Change vs previous 13F +58,673 shares

    10.22% of the 13F portfolio, value $16,920,126.

    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 77,527 shares
    Change vs previous 13F +17,061 shares

    9.82% of the 13F portfolio, value $10,645,232.

    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 60,466 shares
    Change vs previous 13F -42,585 shares

    7.16% of the 13F portfolio, value $7,966,396.

    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 103,051 shares
    Change vs previous 13F +55,569 shares

    3% of the 13F portfolio, value $11,535,529.

    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 47,482 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $5,869,250.

    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).