LUMINUS MANAGEMENT LLC
24 holdingsFiling period: 2026-03-31Current AUM: $139.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | OI | O-I GLASS INC | 2.72M | $28.6M | $19.5M | 13.92% | +1.15M | 2026-03-31 |
| 2 | CC | CHEMOURS CO | 940.6K | $20.7M | $15.6M | 11.17% | +582.5K | 2026-03-31 |
| 3 | FUL | H.B. FULLER COMPANY | 292.5K | $18.0M | $16.2M | 11.57% | -- | 2026-03-31 |
| 4 | KWR | QUAKER HOUGHTON | 136.2K | $16.9M | $21.9M | 15.64% | +58.7K | 2026-03-31 |
| 5 | AVNT | AVIENT CORPORATION | 419.9K | $15.2M | $15.3M | 10.91% | +222.1K | 2026-03-31 |
| 6 | MEOH | METHANEX CORPORATION | 213.6K | $12.7M | $11.9M | 8.48% | -- | 2026-03-31 |
| 7 | SDA | SEALED AIR CORP | 291.5K | $12.3M | $5.5M | 3.90% | -67,446 | 2026-03-31 |
| 8 | — | AXALTA COATING SYS LTD | 399.3K | $11.1M | $11.1M | 7.91% | +200.7K | 2026-03-31 |
| 9 | BATL | BATTALION OIL CORP | 2.01M | $7.8M | $2.9M | 2.08% | -4,144,940 | 2026-03-31 |
| 10 | SOLS | SOLSTICE ADVANCED MATLS INC | 97.8K | $7.4M | $5.9M | 4.21% | -300 | 2026-03-31 |
| 11 | PPG | PPG INDUSTRIES INC | 33.8K | $3.6M | $3.7M | 2.67% | -- | 2026-03-31 |
| 12 | GXO | GXO LOGISTICS INCORPORATED | 64.9K | $3.4M | $3.3M | 2.33% | -43,228 | 2026-03-31 |
| 13 | KRO | KRONOS WORLDWIDE INC | 270.0K | $1.8M | $1.6M | 1.16% | -- | 2026-03-31 |
| 14 | CVX | CHEVRON CORPORATION | 5.0K | $1.0M | $984K | 0.70% | -- | 2026-03-31 |
| 15 | VXX | BARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX | 27.5K | $981K | $584K | 0.42% | -27,500 | 2026-03-31 |
| 16 | MXCT | MAXCYTE INC | 1.15M | $807K | $1.2M | 0.86% | +913.5K | 2026-03-31 |
| 17 | GEMI | GEMINI SPACE STA INC | 150.0K | $663K | $585K | 0.42% | -- | 2026-03-31 |
| 18 | NXDR | XTDOOR HOLDINGS INC | 400.0K | $560K | $888K | 0.64% | -- | 2026-03-31 |
| 19 | CGC | CANOPY GROWTH CORPORATION | 550.0K | $522K | $504K | 0.36% | -- | 2026-03-31 |
| 20 | SGMO | SANGAMO THERAPEUTICS INC | 1.68M | $415K | $415K | 0.30% | +522.3K | 2026-03-31 |
| 21 | PEPG | PEPGEN INC | 150.0K | $265K | $264K | 0.19% | -- | 2026-03-31 |
| 22 | VTGN | VISTAGEN THERAPEUTICS INC | 396.1K | $226K | $95K | 0.07% | +46.1K | 2026-03-31 |
| 23 | RIME | ALGORHYTHM HLDGS INC | 206.3K | $224K | $82K | 0.06% | -- | 2026-03-31 |
| 24 | VNRX | VOLITIONRX LTD | 995.0K | $200K | $36K | 0.03% | -- | 2026-03-31 |
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