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LUMINUS MANAGEMENT LLC: SEE position timeline

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

LUMINUS MANAGEMENT LLC held 0 SEE 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 0 shares
    Change vs previous 13F -291,534 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 291,534 shares
    Change vs previous 13F -67,446 shares

    7.41% of the 13F portfolio, value $12,259,005.

    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 358,980 shares
    Change vs previous 13F -140,181 shares

    13.72% of the 13F portfolio, value $14,872,542.

    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 499,161 shares
    Change vs previous 13F +65,357 shares

    15.86% of the 13F portfolio, value $17,645,341.

    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 433,804 shares
    Change vs previous 13F +110,679 shares

    3.5% of the 13F portfolio, value $13,460,938.

    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 323,125 shares
    Change vs previous 13F +311,125 shares

    3.12% of the 13F portfolio, value $9,338,313.

    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 12,000 shares
    Change vs previous 13F -219,562 shares

    0.77% of the 13F portfolio, value $405,960.

    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 231,562 shares
    Change vs previous 13F not available

    4.76% of the 13F portfolio, value $8,405,701.

    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).