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LUMINUS MANAGEMENT LLC

LUMINUS MANAGEMENT LLC is an Investment Adviser institutional filer with the SEC under CIK 1279151, reporting 30 portfolio positions, with 19 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: DE
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-14

Top 10 portfolio positions

The largest reported holdings in LUMINUS MANAGEMENT LLC's most recent 13F filing, ranked by reported market value.

  1. AVIENT CORPORATION (AVNT)
  2. O-I GLASS INC (OI)
  3. CHEMOURS CO (CC)
  4. SILGAN HLDGS INC (SLGN)
  5. GXO LOGISTICS INCORPORATED (GXO)
  6. QUAKER HOUGHTON (KWR)
  7. METHANEX CORPORATION (MEOH)
  8. H.B. FULLER COMPANY (FUL)
  9. SOLSTICE ADVANCED MATLS INC (SOLS)
  10. CELANESE CORP DEL (CE)
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