13F HOLDINGS REPORT
LUMINUS MANAGEMENT LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001104659-25-049423
Total Value
$302.7M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VENTURE GLOBAL INC | VG | 18,325,483 | $188.8M | 62.36% |
| 2 | O-I GLASS, INC | OI | 3,179,526 | $36.5M | 12.05% |
| 3 | CHEMOURS COMPANY (THE) | CC | 1,902,574 | $25.7M | 8.50% |
| 4 | SEALED AIR CORPORATION | SE | 323,125 | $9.3M | 3.09% |
| 5 | BATTALION OIL CORPORATION | BATL | 6,151,448 | $8.0M | 2.64% |
| 6 | BERRY GLOBAL GROUP INC | 08579W103 | 92,983 | $6.5M | 2.14% |
| 7 | QUAKER HOUGHTON | 747316107 | 47,482 | $5.9M | 1.94% |
| 8 | KIRBY CORPORATION | KEX | 42,100 | $4.3M | 1.40% |
| 9 | KRONOS WORLDWIDE, INC | KRO | 549,865 | $4.1M | 1.36% |
| 10 | KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | 499049104 | 87,413 | $3.8M | 1.26% |
| 11 | CALL/CC @ 22 EXP 04/17/2025 | CC | 261,200 | $3.5M | 1.17% |
| 12 | FLYWIRE CORPORATION | FLYW | 197,000 | $1.9M | 0.62% |
| 13 | PPG INDUSTRIES, INC | 693506107 | 8,700 | $951,345 | 0.31% |
| 14 | REKOR SYSTEMS INC | REKR | 1,068,207 | $947,179 | 0.31% |
| 15 | BARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX | VXZ | 15,100 | $777,197 | 0.26% |
| 16 | HUMACYTE INC | HUMAW | 408,868 | $697,120 | 0.23% |
| 17 | LUCID DIAGNOSTICS INC | LUCD | 456,644 | $680,400 | 0.22% |
| 18 | STARDUST PWR INC | STHO | 853,086 | $402,315 | 0.13% |