Holders — by stockHoldings — by fund
LUMINUS MANAGEMENT LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001279151
$146.3M
disclosed book value
30
positions
16.9%
largest position share
Positions, as of 2026-06-30
top 30 of 30 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AVNTAVIENT CORPORATION | 667,378 | $24.7M | 16.9% |
| 2 | OIO-I GLASS INC | 1.8M | $17.1M | 11.7% |
| 3 | CCCHEMOURS CO | 786,245 | $16.1M | 11% |
| 4 | SLGNSILGAN HLDGS INC | 312,855 | $14.5M | 9.9% |
| 5 | GXOGXO LOGISTICS INCORPORATED | 263,217 | $13.3M | 9.1% |
| 6 | KWRQUAKER HOUGHTON | 78,196 | $12.4M | 8.5% |
| 7 | MEOHMETHANEX CORPORATION | 213,098 | $9.8M | 6.7% |
| 8 | FULH.B. FULLER COMPANY | 157,556 | $9.2M | 6.3% |
| 9 | SOLSSOLSTICE ADVANCED MATLS INC | 97,819 | $8.7M | 5.9% |
| 10 | CECELANESE CORP DEL | 84,971 | $3.9M | 2.7% |
| 11 | VERSIGENT PLC | 73,870 | $3.1M | 2.1% |
| 12 | AMCOR PLC | 57,879 | $2.5M | 1.7% |
| 13 | VXXBARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX | 77,500 | $1.7M | 1.2% |
| 14 | KROKRONOS WORLDWIDE INC | 253,807 | $1.6M | 1.1% |
| 15 | BATLBATTALION OIL CORP | 1.1M | $1.4M | 1% |
| 16 | CCKCROWN HLDGS INC | 11,600 | $1.3M | 0.9% |
| 17 | ARCBARCBEST CORP | 8,800 | $1.3M | 0.9% |
| 18 | PPGPPG INDUSTRIES INC | 4,562 | $553,325 | 0.4% |
| 19 | WTIW & T OFFSHORE INC | 150,000 | $472,500 | 0.3% |
| 20 | REARARE EARTHS AMERICAS INC | 30,000 | $458,400 | 0.3% |
| 21 | CRKCOMSTOCK RES INC | 30,000 | $447,600 | 0.3% |
| 22 | SPWRSUNPOWER INC | 425,000 | $292,102 | 0.2% |
| 23 | GEMIGEMINI SPACE STA INC | 67,500 | $287,550 | 0.2% |
| 24 | ELMTELMET GROUP CO (THE) | 12,500 | $246,750 | 0.2% |
| 25 | SDSTSTARDUST PWR INC | 138,138 | $215,495 | 0.1% |
| 26 | VNRXVOLITIONRX LTD | 156,897 | $211,811 | 0.1% |
| 27 | FRMIFERMI INC | 15,495 | $141,934 | 0.1% |
| 28 | RIMEALGORHYTHM HLDGS INC | 206,250 | $117,975 | 0.1% |
| 29 | VTGNVISTAGEN THERAPEUTICS INC | 403,115 | $91,104 | 0.1% |
| 30 | MXCTMAXCYTE INC | 60,604 | $74,543 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.