Holdings of LUMINUS MANAGEMENT LLC
21 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 94.9 % of the equity sleeve
Sector breakdown
- Materials 2.6 %
- Unattributed 97.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.3 %
- GB 0.7 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| US | 20 | 140.2M $ | 99.30 % |
| GB | 1 | 981.8K $ | 0.70 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| O-I Glass Inc | 2,722,169 | 28.6M $ | |
| Chemours Co/The | 940,552 | 20.7M $ | |
| HB Fuller Co | 292,494 | 18M $ | |
| Quaker Chemical Corp | 136,200 | 16.9M $ | |
| Avient Corp | 419,924 | 15.2M $ | |
| Sealed Air Corp | 291,534 | 12.3M $ | |
| Battalion Oil Corp | 2,006,508 | 7.8M $ | |
| Solstice Advanced Materials Inc | 97,819 | 7.4M $ | |
| PPG Industries Inc | 33,795 | 3.6M $ | |
| GXO Logistics Inc | 64,941 | 3.4M $ | |
| Kronos Worldwide Inc | 270,000 | 1.8M $ | |
| Chevron Corp | 5,000 | 1M $ | |
| Barclays Bank plc | 27,500 | 981.8K $ | |
| MaxCyte Inc | 1,150,000 | 807.9K $ | |
| Gemini Space Station Inc | 150,000 | 663K $ | |
| Nextdoor Holdings Inc | 400,000 | 560K $ | |
| Sangamo Therapeutics Inc | 1,681,089 | 415.1K $ | |
| PepGen Inc | 150,000 | 265.5K $ | |
| VISTAGEN THERAPEUTICS INC | 396,053 | 226.3K $ | |
| ALGORHYTHM HOLDINGS INC | 206,250 | 224.8K $ | |
| VOLITIONRX LTD | 995,000 | 201K $ |