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LUMINUS MANAGEMENT LLC: MXCT position timeline

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

LUMINUS MANAGEMENT LLC held 60,604 MXCT 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 60,604 shares
    Change vs previous 13F -1,089,396 shares

    0.05% of the 13F portfolio, value $74,543.

    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 1,150,000 shares
    Change vs previous 13F +913,505 shares

    0.49% of the 13F portfolio, value $807,875.

    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 236,495 shares
    Change vs previous 13F +11,495 shares

    0.34% of the 13F portfolio, value $366,567.

    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 225,000 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $355,500.

    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).