13F HOLDINGS REPORT
LUMINUS MANAGEMENT LLC
Quarter ended Q3 2025 · Filed October 3, 2025 · Accession 0001104659-25-096628
Total Value
$111.3M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHEMOURS CO | CC | 1,765,089 | $28.0M | 25.13% |
| 2 | O-I GLASS INC | OI | 2,045,251 | $26.5M | 23.84% |
| 3 | SEALED AIR CORP | SE | 499,161 | $17.6M | 15.86% |
| 4 | KIRBY CORP | KEX | 116,956 | $9.8M | 8.77% |
| 5 | QUAKER HOUGHTON | 747316107 | 60,466 | $8.0M | 7.16% |
| 6 | BATTALION OIL CORP | BATL | 6,151,448 | $7.4M | 6.69% |
| 7 | GXO LOGISTICS INCORPORATED | GXO | 57,752 | $3.1M | 2.75% |
| 8 | FULLER H B CO | FUL | 36,632 | $2.2M | 1.95% |
| 9 | SABLE OFFSHORE CORP | SOC | 100,000 | $1.7M | 1.57% |
| 10 | AVIENT CORPORATION | AVNT | 46,425 | $1.5M | 1.37% |
| 11 | BARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX | VXZ | 42,000 | $1.4M | 1.25% |
| 12 | DAQO NEW ENERGY CORP | DQ | 40,000 | $1.1M | 1.01% |
| 13 | LUCID DIAGNOSTICS INC | LUCD | 912,805 | $921,933 | 0.83% |
| 14 | REKOR SYSTEMS INC | REKR | 275,000 | $431,750 | 0.39% |
| 15 | MERSANA THERAPEUTICS INC | 59045L106 | 50,000 | $388,000 | 0.35% |
| 16 | MAXCYTE INC | MXCT | 225,000 | $355,500 | 0.32% |
| 17 | FIBROBIOLOGICS INC | FBLG | 26,629 | $345,768 | 0.31% |
| 18 | STARDUST PWR INC | STHO | 105,000 | $325,500 | 0.29% |
| 19 | SANGAMO THERAPEUTICS INC | SGMO | 250,000 | $168,350 | 0.15% |
| 20 | VENTURE GLOBAL INC | VG | 0 | $0 | 0.00% |