LUMINUS MANAGEMENT LLC

CIK 0001279151 • 6 13F filings • May 15, 2025 – Aug 14, 2026

Import this data to Google Sheets with:

=jivedata("luminus-management-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

$146.3M latest

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

EnergyOther

Portfolio value: $111.3M19 positionsView on SEC.gov

			% of Portfolio
AVIENT CORPORATION	COM	$1.5M	1.4%Prev: 16.9%	46,425 SH	Decreased-620,953 SH
BARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX	IPATH S&P 500 SH	$1.4M	1.3%Prev: 1.2%	42,000 SH	Decreased-35,500 SH
BATTALION OIL CORP	COM	$7.4M	6.7%Prev: 1.0%	6,151,448 SH	Increased+5,081,993 SH
CHEMOURS CO	COM	$28.0M	25.1%Prev: 11.0%	1,765,089 SH	Increased+978,844 SH
DAQO NEW ENERGY CORP	SPNSRD ADS NEW	$1.1M	1.0%	40,000 SH	New
FIBROBIOLOGICS INC	COM	$346K	0.3%	26,629 SH	New
FULLER H B CO	COM	$2.2M	2.0%	36,632 SH	New
GXO LOGISTICS INCORPORATED	COM	$3.1M	2.7%Prev: 9.1%	57,752 SH	Decreased-205,465 SH
KIRBY CORP	COM	$9.8M	8.8%	116,956 SH	New
LUCID DIAGNOSTICS INC	COM	$922K	0.8%	912,805 SH	New
MAXCYTE INC	COM	$356K	0.3%Prev: 0.1%	225,000 SH	Increased+164,396 SH
MERSANA THERAPEUTICS INC	COM	$388K	0.3%	50,000 SH	New
O-I GLASS INC	COM	$26.5M	23.8%Prev: 11.7%	2,045,251 SH	Increased+269,101 SH
QUAKER HOUGHTON	COM	$8.0M	7.2%Prev: 8.5%	60,466 SH	Decreased-17,730 SH
REKOR SYSTEMS INC	COM	$432K	0.4%	275,000 SH	New
SABLE OFFSHORE CORP	COM	$1.7M	1.6%	100,000 SH	New
SANGAMO THERAPEUTICS INC	COM	$168K	0.2%	250,000 SH	New
SEALED AIR CORP	COM	$17.6M	15.9%	499,161 SH	New
STARDUST PWR INC	COM	$326K	0.3%Prev: 0.1%	105,000 SH	Increased-33,138 SH

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0001104659-26-016545	$114.2M	View
Oct 3, 2025	Q3 2025	13F-HR	0001104659-25-096628	$111.3M	View
Aug 14, 2026	Q2 2026