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LUMINUS MANAGEMENT LLC: OI position timeline

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

LUMINUS MANAGEMENT LLC held 1,776,150 OI 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 1,776,150 shares
    Change vs previous 13F -946,019 shares

    11.69% of the 13F portfolio, value $17,104,325.

    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 2,722,169 shares
    Change vs previous 13F +1,149,168 shares

    17.29% of the 13F portfolio, value $28,609,996.

    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 1,573,001 shares
    Change vs previous 13F -472,250 shares

    21.42% of the 13F portfolio, value $23,217,495.

    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 2,045,251 shares
    Change vs previous 13F +268,615 shares

    23.84% of the 13F portfolio, value $26,526,905.

    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 1,776,636 shares
    Change vs previous 13F -1,402,890 shares

    6.82% of the 13F portfolio, value $26,187,615.

    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 3,179,526 shares
    Change vs previous 13F +1,508,892 shares

    12.19% of the 13F portfolio, value $36,469,163.

    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 1,670,634 shares
    Change vs previous 13F -1,447,419 shares

    34.53% of the 13F portfolio, value $18,109,673.

    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 3,118,053 shares
    Change vs previous 13F not available

    23.18% of the 13F portfolio, value $40,908,856.

    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).