13F HOLDINGS REPORT
LUMINUS MANAGEMENT LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001104659-25-078537
Total Value
$384.2M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VENTURE GLOBAL INC | VG | 18,027,083 | $280.9M | 73.11% |
| 2 | O-I GLASS, INC | OI | 1,776,636 | $26.2M | 6.82% |
| 3 | CHEMOURS COMPANY (THE) | CC | 2,061,790 | $23.6M | 6.15% |
| 4 | SEALED AIR CORPORATION | SE | 433,804 | $13.5M | 3.50% |
| 5 | QUAKER HOUGHTON | 747316107 | 103,051 | $11.5M | 3.00% |
| 6 | BATTALION OIL CORPORATION | BATL | 6,151,448 | $7.9M | 2.07% |
| 7 | GXO LOGISTICS INCORPORATED | GXO | 107,752 | $5.2M | 1.37% |
| 8 | KIRBY CORPORATION | KEX | 29,836 | $3.4M | 0.88% |
| 9 | KRONOS WORLDWIDE, INC | KRO | 435,459 | $2.7M | 0.70% |
| 10 | CROWN HOLDINGS INC | CCK | 24,500 | $2.5M | 0.66% |
| 11 | SABLE OFFSHORE CORP | SOC | 97,000 | $2.1M | 0.55% |
| 12 | BARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX | VXZ | 23,750 | $1.1M | 0.30% |
| 13 | FLUOR CORPORATION | FLR | 20,000 | $1.0M | 0.27% |
| 14 | LUCID DIAGNOSTICS INC | LUCD | 794,830 | $914,054 | 0.24% |
| 15 | REKOR SYSTEMS INC | REKR | 511,622 | $593,482 | 0.15% |
| 16 | MERSANA THERAPEUTICS INC | 59045L106 | 1,039,314 | $307,637 | 0.08% |
| 17 | STARDUST PWR INC | STHO | 1,101,197 | $216,936 | 0.06% |
| 18 | CONTEXT THERAPEUTICS INC | CNTX | 328,222 | $215,051 | 0.06% |
| 19 | ADICET BIO, INC. | ACET | 289,935 | $176,860 | 0.05% |