13F HOLDINGS REPORT
LUMINUS MANAGEMENT LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001104659-25-014017
Total Value
$86.6M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CALL/CC @ 20 EXP 01/17/2025 | CC | 1,409,000 | $23.8M | 27.51% |
| 2 | O-I GLASS, INC. | OI | 1,670,634 | $18.1M | 20.92% |
| 3 | BATTALION OIL CORPORATION | BATL | 6,151,448 | $10.6M | 12.22% |
| 4 | CHEMOURS COMPANY (THE) | CC | 601,541 | $10.2M | 11.74% |
| 5 | CALL/CC @ 22 EXP 04/17/2025 | CC | 261,200 | $4.4M | 5.10% |
| 6 | BERRY GLOBAL GROUP INC | 08579W103 | 58,627 | $3.8M | 4.38% |
| 7 | CALL/CC @ 21 EXP 01/17/2025 | CC | 187,500 | $3.2M | 3.66% |
| 8 | KRONOS WORLDWIDE, INC | KRO | 260,300 | $2.5M | 2.93% |
| 9 | CALL/OI @ 11 EXP 02/21/2025 | OI | 201,800 | $2.2M | 2.53% |
| 10 | AVIENT CORPORATION | AVNT | 46,300 | $1.9M | 2.19% |
| 11 | AIR PRODUCTS & CHEMICALS INC | AIIR | 5,000 | $1.5M | 1.68% |
| 12 | ELEMENT SOLUTIONS INC | ESI | 46,500 | $1.2M | 1.37% |
| 13 | FMC CORPORATION | FMC | 20,400 | $991,644 | 1.15% |
| 14 | LUCID DIAGNOSTICS INC | LUCD | 1,016,720 | $832,389 | 0.96% |
| 15 | TRONOX HOLDINGS PLC | TROX | 50,993 | $513,500 | 0.59% |
| 16 | CALL/OI @ 13 EXP 01/17/2025 | OI | 44,200 | $479,128 | 0.55% |
| 17 | SEALED AIR CORPORATION | SE | 12,000 | $405,960 | 0.47% |
| 18 | CALL/ESI @ 30 EXP 02/21/2025 | ESI | 2,200 | $55,946 | 0.06% |