LUMINUS MANAGEMENT LLC

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

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Filer information

$146.3M latest

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

EnergyOther

Portfolio value: $165.5M24 positionsView on SEC.gov

			% of Portfolio
ALGORHYTHM HLDGS INC	COM	$225K	0.1%	206,250 SH	New
AVIENT CORPORATION	COM	$15.2M	9.2%	419,924 SH	New
AXALTA COATING SYS LTD	COM	$11.1M	6.7%	399,322 SH	New
BARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX	IPATH S&P 500 SH	$982K	0.6%Prev: 0.3%	27,500 SH	Increased+12,400 SH
BATTALION OIL CORP	COM	$7.8M	4.7%	2,006,508 SH	New
CANOPY GROWTH CORPORATION	COM	$522K	0.3%	550,000 SH	New
CHEMOURS CO	COM	$20.7M	12.5%	940,552 SH	New
CHEVRON CORPORATION	COM	$1.0M	0.6%	5,000 SH	New
GEMINI SPACE STA INC	CL A COM	$663K	0.4%	150,000 SH	New
GXO LOGISTICS INCORPORATED	COM	$3.4M	2.0%	64,941 SH	New
H.B. FULLER COMPANY	COM	$18.0M	10.9%	292,494 SH	New
KRONOS WORLDWIDE INC	COM	$1.8M	1.1%	270,000 SH	New
MAXCYTE INC	COM	$808K	0.5%	1,150,000 SH	New
METHANEX CORPORATION	COM	$12.7M	7.7%	213,561 SH	New
O-I GLASS INC	COM	$28.6M	17.3%	2,722,169 SH	New
PEPGEN INC	COM	$266K	0.2%	150,000 SH	New
PPG INDUSTRIES INC	COM	$3.6M	2.2%	33,795 SH	New
QUAKER HOUGHTON	COM	$16.9M	10.2%Prev: 1.9%	136,200 SH	Increased+88,718 SH
SANGAMO THERAPEUTICS INC	COM	$415K	0.3%	1,681,089 SH	New
SEALED AIR CORP	COM	$12.3M	7.4%	291,534 SH	New
SOLSTICE ADVANCED MATLS INC	COM	$7.4M	4.5%	97,819 SH	New
VISTAGEN THERAPEUTICS INC	COM	$226K	0.1%	396,053 SH	New
VOLITIONRX LTD	COM	$201K	0.1%	995,000 SH	New
XTDOOR HOLDINGS INC	COM CL A	$560K	0.3%	400,000 SH	New

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