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LUMINUS MANAGEMENT LLC: VG position timeline

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

LUMINUS MANAGEMENT LLC held 0 VG shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -2,700,000 shares

    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).

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

  2. period ended2025-12-31
    13F 2,700,000 shares
    Change vs previous 13F +2,700,000 shares

    16.99% of the 13F portfolio, value $18,414,000.

    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).

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -18,027,083 shares

    0% of the 13F portfolio, value $0.

    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).

  4. period ended2025-06-30
    13F 18,027,083 shares
    Change vs previous 13F -298,400 shares

    73.11% of the 13F portfolio, value $280,861,953.

    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).

  5. period ended2025-03-31
    13F 18,325,483 shares
    Change vs previous 13F not available

    63.1% of the 13F portfolio, value $188,752,475.

    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).