Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LUMINUS MANAGEMENT LLC (CIK 1279151) reported $165.5M across 22 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: OI ($28.6M, 17.29%), CC ($20.7M, 12.52%), FUL ($18.0M, 10.90%), KWR ($16.9M, 10.22%), AVNT ($15.2M, 9.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | OI | O-I GLASS INC | $28.6M | 17.29% | 2.7M | Added |
| 2 | CC | CHEMOURS CO | $20.7M | 12.52% | 940,552 | Added |
| 3 | FUL | H.B. FULLER COMPANY | $18.0M | 10.90% | 292,494 | New |
| 4 | KWR | QUAKER HOUGHTON | $16.9M | 10.22% | 136,200 | Added |
| 5 | AVNT | AVIENT CORPORATION | $15.2M | 9.21% | 419,924 | Added |
| 6 | MEOH | METHANEX CORPORATION | $12.7M | 7.68% | 213,561 | New |
| 7 | SEE | SEALED AIR CORP | $12.3M | 7.41% | 291,534 | Trimmed |
| 8 | AXTA | AXALTA COATING SYS LTD | $11.1M | 6.68% | 399,322 | Added |
| 9 | BATL | BATTALION OIL CORP | $7.8M | 4.73% | 2.0M | Trimmed |
| 10 | SOLSTICE ADVANCED MATLS INC | $7.4M | 4.50% | 97,819 | Trimmed | |
| 11 | PPG | PPG INDUSTRIES INC | $3.6M | 2.18% | 33,795 | New |
| 12 | GXO | GXO LOGISTICS INCORPORATED | $3.4M | 2.03% | 64,941 | Trimmed |
| 13 | KRO | KRONOS WORLDWIDE INC | $1.8M | 1.07% | 270,000 | New |
| 14 | CVX | CHEVRON CORPORATION | $1.0M | 0.63% | 5,000 | New |
| 15 | VXX | BARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX | $981,750 | 0.59% | 27,500 | Trimmed |
| 16 | MXCT | MAXCYTE INC | $807,875 | 0.49% | 1.1M | Added |
| 17 | GEMINI SPACE STA INC | $663,000 | 0.40% | 150,000 | New | |
| 18 | KIND | XTDOOR HOLDINGS INC | $560,000 | 0.34% | 400,000 | New |
| 19 | CGC | CANOPY GROWTH CORPORATION | $522,060 | 0.32% | 550,000 | New |
| 20 | SGMO | SANGAMO THERAPEUTICS INC | $415,061 | 0.25% | 1.7M | Added |
| 21 | PEPG | PEPGEN INC | $265,500 | 0.16% | 150,000 | New |
| 22 | VTGN | VISTAGEN THERAPEUTICS INC | $226,344 | 0.14% | 396,053 | Added |
| 23 | RIME | ALGORHYTHM HLDGS INC | $224,812 | 0.14% | 206,250 | New |
| 24 | VNRX | VOLITIONRX LTD | $200,990 | 0.12% | 995,000 | New |
| 25 | ACET | ADICET BIO INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31