Universe · entity
LUMINUS MANAGEMENT LLC
Institutional manager (13F) · CIK 1279151
13F holdings · as of 2026-03-31 · top 24 · reported portfolio $166M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | O-I GLASS INC | $29M | 2,722,169 |
| 2 | CHEMOURS CO | $21M | 940,552 |
| 3 | H.B. FULLER COMPANY | $18M | 292,494 |
| 4 | QUAKER HOUGHTON | $17M | 136,200 |
| 5 | AVIENT CORPORATION | $15M | 419,924 |
| 6 | METHANEX CORPORATION | $13M | 213,561 |
| 7 | SEALED AIR CORP | $12M | 291,534 |
| 8 | AXALTA COATING SYS LTD | $11M | 399,322 |
| 9 | BATTALION OIL CORP | $8M | 2,006,508 |
| 10 | SOLSTICE ADVANCED MATLS INC | $7M | 97,819 |
| 11 | PPG INDUSTRIES INC | $4M | 33,795 |
| 12 | GXO LOGISTICS INCORPORATED | $3M | 64,941 |
| 13 | KRONOS WORLDWIDE INC | $2M | 270,000 |
| 14 | CHEVRON CORPORATION | $1M | 5,000 |
| 15 | BARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX | $982k | 27,500 |
| 16 | MAXCYTE INC | $808k | 1,150,000 |
| 17 | GEMINI SPACE STA INC | $663k | 150,000 |
| 18 | XTDOOR HOLDINGS INC | $560k | 400,000 |
| 19 | CANOPY GROWTH CORPORATION | $522k | 550,000 |
| 20 | SANGAMO THERAPEUTICS INC | $415k | 1,681,089 |
| 21 | PEPGEN INC | $266k | 150,000 |
| 22 | VISTAGEN THERAPEUTICS INC | $226k | 396,053 |
| 23 | ALGORHYTHM HLDGS INC | $225k | 206,250 |
| 24 | VOLITIONRX LTD | $201k | 995,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.