LUMINUS MANAGEMENT LLC
Top Portfolio Positions
23 positions ·
$164,522,005 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| OI |
O-I Glass, Inc. /DE/
Consumer Cyclical
|
2,722,169 | $28,609,996 | 17.39% |
| CC |
Chemours Co
Basic Materials
|
940,552 | $20,720,360 | 12.59% |
| FUL |
Fuller H B Co
Basic Materials
|
292,494 | $18,041,029 | 10.97% |
| KWR |
Quaker Chemical Corp
Basic Materials
|
136,200 | $16,920,126 | 10.28% |
| AVNT |
Avient Corp
Basic Materials
|
419,924 | $15,243,241 | 9.27% |
| MEOH |
Methanex Corp
Basic Materials
|
213,561 | $12,715,421 | 7.73% |
| SEE |
SEALED AIR CORP/DE
Consumer Cyclical
|
291,534 | $12,259,004 | 7.45% |
| AXTA |
Axalta Coating Systems Ltd.
Basic Materials
|
399,322 | $11,061,219 | 6.72% |
| BATL |
Battalion Oil Corp
Energy
|
2,006,508 | $7,825,381 | 4.76% |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
97,819 | $7,449,895 | 4.53% |
Holdings in CC
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,720,360 | 940,552 | Shares | Sole | 2026-05-15 | |
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