LUMINUS MANAGEMENT LLC

Position in CC — Chemours Co

CIK 1279151 HOUSTON, TX

Position in CC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$20,720,360

+$16,498,727 QoQ

Shares Held

940,552

+162.7% QoQ

Ownership

0.625%

of shares outstanding

% of Portfolio

12.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Basic Materials · as of Mar 31, 2026

LUMINUS MANAGEMENT LLC holds $94,821,779 across 8 Specialty Chemicals names. CC ranks #1 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CC	Chemours Co This page	940,552	$20,720,360
2	FUL	Fuller H B Co	292,494	$18,041,029
3	KWR	Quaker Chemical Corp	136,200	$16,920,126
4	AVNT	Avient Corp	419,924	$15,243,241
5	AXTA	Axalta Coating Systems Ltd.	399,322	$11,061,219
6	SOLS	Solstice Advanced Materials Inc.	97,819	$7,449,895
7	PPG	Ppg Industries Inc	33,795	$3,612,009
8	KRO	Kronos Worldwide Inc	270,000	$1,773,900

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,720,360	940,552	+162.7%	Shares	Sole	2026-05-15
2025-12-31	$4,221,633	358,069	-79.7%	Shares	Sole	2026-02-17
2025-09-30	$27,959,009	1,765,089	-14.4%	Shares	Sole	2025-10-03
2025-06-30	$23,607,495	2,061,790	+8.4%	Shares	Sole	2025-08-14
2025-03-31	$25,741,826	1,902,574	+216.3%	Shares	Sole	2025-05-15
2024-12-31	$10,166,042	601,541	-62.8%	Shares	Sole	2025-02-14
2024-09-30	$32,841,224	1,616,202	+16.3%	Shares	Sole	2024-11-14
2024-06-30	$31,353,205	1,389,154	+100.9%	Shares	Sole	2024-08-14
2024-03-31	$18,153,879	691,313	-19.4%	Shares	Sole	2024-05-15
2023-12-31	$27,056,683	857,853	+35.5%	Shares	Sole	2024-02-15
2023-09-30	$17,764,654	633,321	-5.4%	Shares	Sole	2023-11-14
2023-06-30	$24,690,403	669,298	-17.3%	Shares	Sole	2023-08-14
2023-03-31	$24,239,064	809,588	+131.6%	Shares	Sole	2023-05-15
2022-12-31	$10,701,567	349,496	-22.2%	Shares	Sole	2023-02-14
2022-09-30	$11,067,850	449,000	+39.0%	Shares	Sole	2022-11-14
2022-06-30	$10,345,662	323,100	+2.2%	Shares	Sole	2022-08-15
2022-03-31	$9,950,828	316,100	-14.8%	Shares	Sole	2022-05-13
2021-12-31	$12,446,732	370,880	-58.4%	Shares	Sole	2022-02-15
2021-09-30	$25,896,354	891,134	+313.7%	Shares	Sole	2021-11-15
2021-06-30	$7,495,676	215,393	+12.8%	Shares	Sole	2021-08-16
2021-03-31	$5,331,200	191,014	-22.0%	Shares	Sole	2021-05-17
2020-09-30	$5,117,471	244,738	-90.0%	Shares	Sole	2020-11-16
2020-03-31	$21,608,207	2,436,100	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.