LUMINUS MANAGEMENT LLC
Top Portfolio Positions
23 positions ·
$164,522,005 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in VG
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $18,414,000 | 2,700,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $0 | 0 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $280,861,953 | 18,027,083 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $188,752,474 | 18,325,483 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||