LUMINUS MANAGEMENT LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| KIRBY CORP(KEX) | 29,836 | 116,956 | +87,120 | 3,383,701 | 9,759,978 | 8.77% | +6,376,277 |
| CHEMOURS CO(CC) | 2,061,790 | 1,765,089 | -296,701 | 23,607,496 | 27,959,009 | 25.13% | +4,351,513 |
| SEALED AIR CORP | 433,804 | 499,161 | +65,357 | 13,460,938 | 17,645,341 | 15.86% | +4,184,403 |
| FULLER H B CO(FUL) | 0 | 36,632 | +36,632 | 0 | 2,171,545 | 1.95% | +2,171,545 |
| AVIENT CORPORATION(AVNT) | 0 | 46,425 | +46,425 | 0 | 1,529,704 | 1.37% | +1,529,704 |
| DAQO NEW ENERGY CORP(DQ) | 0 | 40,000 | +40,000 | 0 | 1,125,200 | 1.01% | +1,125,200 |
| MAXCYTE INC | 0 | 225,000 | +225,000 | 0 | 355,500 | 0.32% | +355,500 |
| FIBROBIOLOGICS INC | 0 | 26,629 | +26,629 | 0 | 345,768 | 0.31% | +345,768 |
| O-I GLASS INC(OI) | 1,776,636 | 2,045,251 | +268,615 | 26,187,615 | 26,526,905 | 23.84% | +339,290 |
| BARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX(DJP) | 23,750 | 42,000 | +18,250 | 1,141,188 | 1,392,720 | 1.25% | +251,532 |
| SANGAMO THERAPEUTICS INC(SGMOQ) | 0 | 250,000 | +250,000 | 0 | 168,350 | 0.15% | +168,350 |
| STARDUST PWR INC | 1,101,197 | 105,000 | -996,197 | 216,936 | 325,500 | 0.29% | +108,564 |
| MERSANA THERAPEUTICS INC | 1,039,314 | 50,000 | -989,314 | 307,637 | 388,000 | 0.35% | +80,363 |
| LUCID DIAGNOSTICS INC | 794,830 | 912,805 | +117,975 | 914,054 | 921,933 | 0.83% | +7,879 |
| VENTURE GLOBAL INC(VG) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| REKOR SYSTEMS INC | 511,622 | 275,000 | -236,622 | 593,482 | 431,750 | 0.39% | -161,732 |
| ADICET BIO, INC. | 289,935 | 0 | -289,935 | 176,860 | 0 | — | -176,860 |
| CONTEXT THERAPEUTICS INC | 328,222 | 0 | -328,222 | 215,051 | 0 | — | -215,051 |
| SABLE OFFSHORE CORP | 97,000 | 100,000 | +3,000 | 2,132,060 | 1,746,000 | 1.57% | -386,060 |
| BATTALION OIL CORP | 6,151,448 | 6,151,448 | 0 | 7,935,368 | 7,443,252 | 6.69% | -492,116 |
| FLUOR CORPORATION(FLR) | 20,000 | 0 | -20,000 | 1,025,400 | 0 | — | -1,025,400 |
| GXO LOGISTICS INCORPORATED(GXO) | 107,752 | 57,752 | -50,000 | 5,247,522 | 3,054,503 | 2.75% | -2,193,019 |
| CROWN HOLDINGS INC(CCK) | 24,500 | 0 | -24,500 | 2,523,010 | 0 | — | -2,523,010 |
| KRONOS WORLDWIDE, INC | 435,459 | 0 | -435,459 | 2,699,846 | 0 | — | -2,699,846 |
| QUAKER HOUGHTON(KWR) | 103,051 | 60,466 | -42,585 | 11,535,529 | 7,966,396 | 7.16% | -3,569,133 |
| VENTURE GLOBAL INC(VG) | 18,027,083 | 0 | -18,027,083 | 280,861,953 | 0 | — | -280,861,953 |