Investor
LUMINUS MANAGEMENT LLC
CIK 0001279151 · filed 2026-05-15 · SEC filing
13F book
$165.5M
Positions
24
11 new · 8 sold
Largest name
17.3%
O-I Glass Inc
Est. mark
$4.26M
Price effect on 13 names still held. Flow $52.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| O-I Glass Inc | — | 2.72M | $28.6M | 17.3% | −$6.69M | Added$5.39M |
| Chemours Co | CC | 940.6K | $20.7M | 12.5% | $3.67M | Added$16.5M |
| Fuller H B Co | FUL | 292.5K | $18M | 10.9% | — | New |
| Quaker Houghton | — | 136.2K | $16.9M | 10.2% | −$1.01M | Added$6.27M |
| Avient Corp | AVNT | 419.9K | $15.2M | 9.2% | $1M | Added$9.06M |
| Methanex Corp | MEOH | 213.6K | $12.7M | 7.7% | — | New |
| Sealed Air Corp New | — | 291.5K | $12.3M | 7.4% | $180.8K | Cut−$2.61M |
| Axalta Coating Sys Ltd | — | 399.3K | $11.1M | 6.7% | −$915.6K | Added$4.64M |
| Battalion Oil Corp | BATL | 2.01M | $7.83M | 4.7% | $5.56M | Cut$874.2K |
| Solstice Advanced Matls Inc | — | 97.8K | $7.45M | 4.5% | $2.7M | Cut$2.68M |
| Ppg Inds Inc | — | 33.8K | $3.61M | 2.2% | — | New |
| GXO Logistics, Inc. | GXO | 64.9K | $3.37M | 2.0% | −$51.3K | Cut−$2.33M |
| Kronos Worldwide Inc | KRO | 270K | $1.77M | 1.1% | — | New |
| Chevron Corp New | CVX | 5K | $1.03M | 0.6% | — | New |
| Barclays Bank Plc | — | 27.5K | $981.8K | 0.6% | $253.8K | Cut−$474.1K |
| Maxcyte, Inc. | MXCT | 1.15M | $807.9K | 0.5% | −$200.4K | Added$441.3K |
| Gemini Space Sta Inc | — | 150K | $663K | 0.4% | — | New |
| Nextdoor Holdings, Inc. | NXDR | 400K | $560K | 0.3% | — | New |
| Canopy Growth Corp | CGC | 550K | $522.1K | 0.3% | — | New |
| Sangamo Therapeutics, Inc | SGMOQ | 1.68M | $415.1K | 0.3% | −$200.6K | Added−$71.6K |
| PepGen Inc. | PEPG | 150K | $265.5K | 0.2% | — | New |
| Vistagen Therapeutics, Inc. | VTGN | 396.1K | $226.3K | 0.1% | −$31.6K | Added−$5.32K |
| Algorhythm Hldgs Inc | — | 206.3K | $224.8K | 0.1% | — | New |
| Volitionrx Ltd | VNRX | 995K | $201K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.