LUMINUS MANAGEMENT LLC
30 holdingsFiling period: 2026-06-30Current AUM: $133.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVNT | AVIENT CORPORATION | 667.4K | $24.7M | $27.3M | 20.44% | +247.5K | 2026-06-30 |
| 2 | OI | O-I GLASS INC | 1.78M | $17.1M | $11.3M | 8.42% | -946,019 | 2026-06-30 |
| 3 | CC | CHEMOURS CO | 786.2K | $16.1M | $11.5M | 8.63% | -154,307 | 2026-06-30 |
| 4 | SLGN | SILGAN HLDGS INC | 312.9K | $14.5M | $12.0M | 8.98% | -- | 2026-06-30 |
| 5 | GXO | GXO LOGISTICS INCORPORATED | 263.2K | $13.3M | $12.3M | 9.17% | +198.3K | 2026-06-30 |
| 6 | KWR | QUAKER HOUGHTON | 78.2K | $12.4M | $12.1M | 9.04% | -58,004 | 2026-06-30 |
| 7 | MEOH | METHANEX CORPORATION | 213.1K | $9.8M | $13.7M | 10.27% | -463 | 2026-06-30 |
| 8 | FUL | H.B. FULLER COMPANY | 157.6K | $9.2M | $8.0M | 5.99% | -134,938 | 2026-06-30 |
| 9 | SOLS | SOLSTICE ADVANCED MATLS INC | 97.8K | $8.7M | $5.6M | 4.18% | -- | 2026-06-30 |
| 10 | CE | CELANESE CORP DEL | 85.0K | $3.9M | $4.0M | 3.00% | -- | 2026-06-30 |
| 11 | — | VERSIGENT PLC | 73.9K | $3.1M | $3.1M | 2.32% | -- | 2026-06-30 |
| 12 | — | AMCOR PLC | 57.9K | $2.5M | $2.5M | 1.88% | -- | 2026-06-30 |
| 13 | VXX | BARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX | 77.5K | $1.7M | $1.4M | 1.06% | +50.0K | 2026-06-30 |
| 14 | KRO | KRONOS WORLDWIDE INC | 253.8K | $1.6M | $2.1M | 1.55% | -16,193 | 2026-06-30 |
| 15 | BATL | BATTALION OIL CORP | 1.07M | $1.4M | $1.4M | 1.05% | -937,053 | 2026-06-30 |
| 16 | CCK | CROWN HLDGS INC | 11.6K | $1.3M | $1.3M | 0.97% | -- | 2026-06-30 |
| 17 | ARCB | ARCBEST CORP | 8.8K | $1.3M | $1.2M | 0.89% | -- | 2026-06-30 |
| 18 | PPG | PPG INDUSTRIES INC | 4.6K | $553K | $478K | 0.36% | -29,233 | 2026-06-30 |
| 19 | WTI | W & T OFFSHORE INC | 150.0K | $472K | $619K | 0.46% | -- | 2026-06-30 |
| 20 | REA | RARE EARTHS AMERICAS INC | 30.0K | $458K | $326K | 0.24% | -- | 2026-06-30 |
| 21 | CRK | COMSTOCK RES INC | 30.0K | $447K | $429K | 0.32% | -- | 2026-06-30 |
| 22 | SPWR | SUNPOWER INC | 425.0K | $292K | $139K | 0.10% | -- | 2026-06-30 |
| 23 | GEMI | GEMINI SPACE STA INC | 67.5K | $287K | $293K | 0.22% | -82,500 | 2026-06-30 |
| 24 | ELMT | ELMET GROUP CO (THE) | 12.5K | $246K | $244K | 0.18% | -- | 2026-06-30 |
| 25 | SDST | STARDUST PWR INC | 138.1K | $215K | $19K | 0.01% | -- | 2026-06-30 |
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