Filed: 8/14/2026ACC: 0001104659-26-097284
📋 What this filing means
LUMINUS MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $146.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$146.28M
Total AUM (reported)
7.69M
Total Shares
Allocation by class
COM$141.18M96.5%
ORDINARY SHARES$3.10M2.1%
IPATH S&P 500 SH$1.71M1.2%
CL A COM$287.6K0.2%
Portfolio Concentration
Top 3$57.90M39.6%
4–10$71.88M49.1%
11–25$15.87M10.8%
Rest$637.4K0.4%
Top 3 weight
39.6%
Top 10 weight
88.7%
Voting Authority Distribution
Total shares with voting rights: 7.69M
Sole
Full voting authority
7.69M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole30
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:
AVIENT CORPORATION
SOLEShares667.38K
TypeSH
Market value$24.67M
16.86%
Sole
667.38K
Shared
0.00
None
0.00
O-I GLASS INC
SOLEShares1.78M
TypeSH
Market value$17.10M
11.69%
Sole
1.78M
Shared
0.00
None
0.00
CHEMOURS CO
SOLEShares786.25K
TypeSH
Market value$16.13M
11.03%
Sole
786.25K
Shared
0.00
None
0.00
SILGAN HLDGS INC
SOLEShares312.86K
TypeSH
Market value$14.51M
9.92%
Sole
312.86K
Shared
0.00
None
0.00
GXO LOGISTICS INCORPORATED
SOLEShares263.22K
TypeSH
Market value$13.35M
9.12%
Sole
263.22K
Shared
0.00
None
0.00
QUAKER HOUGHTON
SOLEShares78.20K
TypeSH
Market value$12.42M
8.49%
Sole
78.20K
Shared
0.00
None
0.00
METHANEX CORPORATION
SOLEShares213.10K
TypeSH
Market value$9.83M
6.72%
Sole
213.10K
Shared
0.00
None
0.00
H.B. FULLER COMPANY
SOLEShares157.56K
TypeSH
Market value$9.18M
6.28%
Sole
157.56K
Shared
0.00
None
0.00
SOLSTICE ADVANCED MATLS INC
SOLEShares97.82K
TypeSH
Market value$8.67M
5.92%
Sole
97.82K
Shared
0.00
None
0.00
CELANESE CORP DEL
SOLEShares84.97K
TypeSH
Market value$3.91M
2.67%
Sole
84.97K
Shared
0.00
None
0.00
VERSIGENT PLC
SOLEShares73.87K
TypeSH
Market value$3.10M
2.12%
Sole
73.87K
Shared
0.00
None
0.00
AMCOR PLC
SOLEShares57.88K
TypeSH
Market value$2.51M
1.72%
Sole
57.88K
Shared
0.00
None
0.00
BARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX
SOLEShares77.50K
TypeSH
Market value$1.71M
1.17%
Sole
77.50K
Shared
0.00
None
0.00
KRONOS WORLDWIDE INC
SOLEShares253.81K
TypeSH
Market value$1.61M
1.10%
Sole
253.81K
Shared
0.00
None
0.00
BATTALION OIL CORP
SOLEShares1.07M
TypeSH
Market value$1.40M
0.96%
Sole
1.07M
Shared
0.00
None
0.00
CROWN HLDGS INC
SOLEShares11.60K
TypeSH
Market value$1.30M
0.89%
Sole
11.60K
Shared
0.00
None
0.00
ARCBEST CORP
SOLEShares8.80K
TypeSH
Market value$1.26M
0.86%
Sole
8.80K
Shared
0.00
None
0.00
PPG INDUSTRIES INC
SOLEShares4.56K
TypeSH
Market value$553.3K
0.38%
Sole
4.56K
Shared
0.00
None
0.00
W & T OFFSHORE INC
SOLEShares150K
TypeSH
Market value$472.5K
0.32%
Sole
150K
Shared
0.00
None
0.00
RARE EARTHS AMERICAS INC
SOLEShares30K
TypeSH
Market value$458.4K
0.31%
Sole
30K
Shared
0.00
None
0.00
COMSTOCK RES INC
SOLEShares30K
TypeSH
Market value$447.6K
0.31%
Sole
30K
Shared
0.00
None
0.00
SUNPOWER INC
SOLEShares425K
TypeSH
Market value$292.1K
0.20%
Sole
425K
Shared
0.00
None
0.00
GEMINI SPACE STA INC
SOLEShares67.50K
TypeSH
Market value$287.6K
0.20%
Sole
67.50K
Shared
0.00
None
0.00
ELMET GROUP CO (THE)
SOLEShares12.50K
TypeSH
Market value$246.8K
0.17%
Sole
12.50K
Shared
0.00
None
0.00
STARDUST PWR INC
SOLEShares138.14K
TypeSH
Market value$215.5K
0.15%
Sole
138.14K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AVIENT CORPORATIONSOLE | COM | 667.38K | SH | $24.67M 16.86% | 667.38K | 0.00 | 0.00 |
O-I GLASS INCSOLE | COM | 1.78M | SH | $17.10M 11.69% | 1.78M | 0.00 | 0.00 |
CHEMOURS COSOLE | COM | 786.25K | SH | $16.13M 11.03% | 786.25K | 0.00 | 0.00 |
SILGAN HLDGS INCSOLE | COM | 312.86K | SH | $14.51M 9.92% | 312.86K | 0.00 | 0.00 |
GXO LOGISTICS INCORPORATEDSOLE | COM | 263.22K | SH | $13.35M 9.12% | 263.22K | 0.00 | 0.00 |
QUAKER HOUGHTONSOLE | COM | 78.20K | SH | $12.42M 8.49% | 78.20K | 0.00 | 0.00 |
METHANEX CORPORATIONSOLE | COM | 213.10K | SH | $9.83M 6.72% | 213.10K | 0.00 | 0.00 |
H.B. FULLER COMPANYSOLE | COM | 157.56K | SH | $9.18M 6.28% | 157.56K | 0.00 | 0.00 |
SOLSTICE ADVANCED MATLS INCSOLE | COM | 97.82K | SH | $8.67M 5.92% | 97.82K | 0.00 | 0.00 |
CELANESE CORP DELSOLE | COM | 84.97K | SH | $3.91M 2.67% | 84.97K | 0.00 | 0.00 |
VERSIGENT PLCSOLE | ORDINARY SHARES | 73.87K | SH | $3.10M 2.12% | 73.87K | 0.00 | 0.00 |
AMCOR PLCSOLE | COM | 57.88K | SH | $2.51M 1.72% | 57.88K | 0.00 | 0.00 |
BARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIXSOLE | IPATH S&P 500 SH | 77.50K | SH | $1.71M 1.17% | 77.50K | 0.00 | 0.00 |
KRONOS WORLDWIDE INCSOLE | COM | 253.81K | SH | $1.61M 1.10% | 253.81K | 0.00 | 0.00 |
BATTALION OIL CORPSOLE | COM | 1.07M | SH | $1.40M 0.96% | 1.07M | 0.00 | 0.00 |
CROWN HLDGS INCSOLE | COM | 11.60K | SH | $1.30M 0.89% | 11.60K | 0.00 | 0.00 |
ARCBEST CORPSOLE | COM | 8.80K | SH | $1.26M 0.86% | 8.80K | 0.00 | 0.00 |
PPG INDUSTRIES INCSOLE | COM | 4.56K | SH | $553.3K 0.38% | 4.56K | 0.00 | 0.00 |
W & T OFFSHORE INCSOLE | COM | 150K | SH | $472.5K 0.32% | 150K | 0.00 | 0.00 |
RARE EARTHS AMERICAS INCSOLE | COM | 30K | SH | $458.4K 0.31% | 30K | 0.00 | 0.00 |
COMSTOCK RES INCSOLE | COM | 30K | SH | $447.6K 0.31% | 30K | 0.00 | 0.00 |
SUNPOWER INCSOLE | COM | 425K | SH | $292.1K 0.20% | 425K | 0.00 | 0.00 |
GEMINI SPACE STA INCSOLE | CL A COM | 67.50K | SH | $287.6K 0.20% | 67.50K | 0.00 | 0.00 |
ELMET GROUP CO (THE)SOLE | COM | 12.50K | SH | $246.8K 0.17% | 12.50K | 0.00 | 0.00 |
STARDUST PWR INCSOLE | COM | 138.14K | SH | $215.5K 0.15% | 138.14K | 0.00 | 0.00 |
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