LUMINUS MANAGEMENT LLC

Position in OI — O-I Glass, Inc. /DE/

CIK 1279151 HOUSTON, TX

Position in OI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$17,104,324

-$11,505,672 QoQ

Shares Held

1,776,150

-34.8% QoQ

Ownership

1.16%

of shares outstanding

% of Portfolio

11.83%

of 13F equity value

Holder Rank

#23

of 305 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

LUMINUS MANAGEMENT LLC holds $35,423,833 across 4 Packaging & Containers names. OI ranks #1 (48.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OI	O-I Glass, Inc. /DE/ This page	1,776,150	$17,104,324
2	SLGN	Silgan Holdings Inc	312,855	$14,513,343
3	AMCR	Amcor plc	57,879	$2,509,054
4	CCK	Crown Holdings, Inc.	11,600	$1,297,112

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,104,324	1,776,150	-34.8%	Shares	Sole	2026-08-14
2026-03-31	$28,609,996	2,722,169	+73.1%	Shares	Sole	2026-05-15
2025-12-31	$23,217,494	1,573,001	-23.1%	Shares	Sole	2026-02-17
2025-09-30	$26,526,905	2,045,251	+15.1%	Shares	Sole	2025-10-03
2025-06-30	$26,187,614	1,776,636	-44.1%	Shares	Sole	2025-08-14
2025-03-31	$36,469,163	3,179,526	+90.3%	Shares	Sole	2025-05-15
2024-12-31	$18,109,672	1,670,634	-46.4%	Shares	Sole	2025-02-14
2024-09-30	$40,908,855	3,118,053	-8.0%	Shares	Sole	2024-11-14
2024-06-30	$37,708,417	3,387,998	+189.4%	Shares	Sole	2024-08-14
2024-03-31	$19,423,223	1,170,779	-39.3%	Shares	Sole	2024-05-15
2023-12-31	$31,576,577	1,927,752	-9.9%	Shares	Sole	2024-02-15
2023-09-30	$35,813,542	2,140,678	+69.4%	Shares	Sole	2023-11-14
2023-06-30	$26,950,582	1,263,506	+26.2%	Shares	Sole	2023-08-14
2023-03-31	$22,737,388	1,001,206	-6.9%	Shares	Sole	2023-05-15
2022-12-31	$17,822,211	1,075,571	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.