13F HOLDINGS REPORT
LUMINUS MANAGEMENT LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001104659-23-021982
Total Value
$401.3M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ARCH RESOURCES INC | 03940R107 | 557,705 | $79.6M | 19.84% |
| 2 | BATTALION OIL CORP | BATL | 6,151,448 | $59.7M | 14.88% |
| 3 | ARCH RESOURCES INC | 03940R957 | 350,000 | $50.0M | 12.45% |
| 4 | ASHLAND INC | ASH | 412,728 | $44.4M | 11.06% |
| 5 | TRONOX HOLDINGS PLC-CLASS A | TROX | 3,073,490 | $42.1M | 10.50% |
| 6 | BERRY GLOBAL GROUP INC | 08579W103 | 364,850 | $22.0M | 5.49% |
| 7 | OLIN CORP | OLN | 392,019 | $20.8M | 5.17% |
| 8 | O-I GLASS INC | OI | 1,075,571 | $17.8M | 4.44% |
| 9 | PPG INDUSTRIES | 693506107 | 100,302 | $12.6M | 3.14% |
| 10 | CHEMOURS COMPANY | CC | 349,496 | $10.7M | 2.67% |
| 11 | AIR PRODS & CHEM | AIIR | 30,886 | $9.5M | 2.37% |
| 12 | WESTLAKE CORP | WLK | 90,550 | $9.3M | 2.31% |
| 13 | AVIENT CORP | AVNT | 213,474 | $7.2M | 1.80% |
| 14 | KIRBY CORP | KEX | 82,100 | $5.3M | 1.32% |
| 15 | SPDR S&P BIOTECH ETF | 78464A870 | 42,348 | $3.5M | 0.88% |
| 16 | SUNNOVA ENERGY INTERNATIONAL | 86745K104 | 167,860 | $3.0M | 0.75% |
| 17 | MYRIAD GENETICS INC | MYGN | 122,691 | $1.8M | 0.44% |
| 18 | LUCID DIAGNOSTICS INC | LUCD | 825,000 | $1.1M | 0.28% |
| 19 | H.B. FULLER COMPANY CMN | FUL | 8,482 | $607,481 | 0.15% |
| 20 | REPLIMUNE GROUP INC. | REPL | 5,796 | $157,651 | 0.04% |