CIK 1279151
LUMINUS MANAGEMENT LLC
Institutional 13F holdings & portfolio
Holdings
22
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–22 of 22
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| OI | O-I GLASS INC | 1.6M | $1M+ | SH |
| VG | VENTURE GLOBAL INC | 2.7M | $1M+ | SH |
| SEE | SEALED AIR CORP | 359K | $1M+ | SH |
| KWR | QUAKER HOUGHTON | 78K | $1M+ | SH |
| BATL | BATTALION OIL CORP | 6.2M | $1M+ | SH |
| AXTA | AXALTA COATING SYS LTD | 199K | $1M+ | SH |
| AVNT | AVIENT CORPORATION | 198K | $1M+ | SH |
| — | VENTURE GLOBAL INC | 850K | $1M+ | SH (Call) |
| GXO | GXO LOGISTICS INCORPORATED | 108K | $1M+ | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC | 98K | $1M+ | SH |
| CC | CHEMOURS CO | 358K | $1M+ | SH |
| WLK | WESTLAKE CORPORATION | 35K | $1M+ | SH |
| VXX | BARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX | 55K | $1M+ | SH |
| ACET | ADICET BIO INC | 60K | $500K+ | SH |
| SGMO | SANGAMO THERAPEUTICS INC | 1.2M | $100K–$500K | SH |
| DHX | DHI GROUP INC | 263K | $100K–$500K | SH |
| LUCD | LUCID DIAGNOSTICS INC | 371K | $100K–$500K | SH |
| MXCT | MAXCYTE INC | 236K | $100K–$500K | SH |
| FRMI | FERMI INC | 40K | $100K–$500K | SH |
| VTGN | VISTAGEN THERAPEUTICS INC | 350K | $100K–$500K | SH |
| MREO | MEREO BIOPHARMA GROUP PLC | 395K | $100K–$500K | SH |
| CRCL | CIRCLE INTERNET GROUP INC | 1K | $50K–$100K | SH |