LUMINUS MANAGEMENT LLC

Position in FUL — Fuller H B Co

CIK 1279151 HOUSTON, TX

Position in FUL

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

Position Value

$18,041,029

+$15,869,485 QoQ

Shares Held

292,494

+698.5% QoQ

Ownership

0.544%

of shares outstanding

% of Portfolio

10.72%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

14 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. FUL ranks #2 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CC	Chemours Co	940,552	$20,720,360
2	FUL	Fuller H B Co This page	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

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$18,041,029	292,494	+698.5%	Shares	Sole	2026-05-15
2025-09-30	$2,171,544	36,632	+36.0%	Shares	Sole	2025-10-03
2023-12-31	$2,192,289	26,929	-93.4%	Shares	Sole	2024-02-15
2023-09-30	$28,154,182	410,351	+123.9%	Shares	Sole	2023-11-14
2023-06-30	$13,107,496	183,296	+133.4%	Shares	Sole	2023-08-14
2023-03-31	$5,376,131	78,541	+826.0%	Shares	Sole	2023-05-15
2022-12-31	$607,480	8,482	-89.5%	Shares	Sole	2023-02-14
2022-09-30	$4,862,090	80,900	-25.0%	Shares	Sole	2022-11-14
2022-06-30	$6,492,263	107,827	+109.8%	Shares	Sole	2022-08-15
2022-03-31	$3,395,998	51,400	-34.5%	Shares	Sole	2022-05-13
2021-06-30	$4,991,349	78,468	+55.4%	Shares	Sole	2021-08-16
2021-03-31	$3,176,200	50,488	-52.8%	Shares	Sole	2021-05-17
2020-09-30	$4,897,315	106,975	-76.9%	Shares	Sole	2020-11-16
2020-03-31	$12,937,427	463,209	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.