LUMINUS MANAGEMENT LLC
CIK 1279151 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- AVNT16.86%
- OI11.69%
- CC11.03%
- SLGN9.92%
- GXO9.12%
- KWR8.49%
- MEOH6.72%
- FUL6.28%
- SOLS5.92%
- CE2.67%
Share classes counted separately88.70%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AVNTWeight increased · +7.65 pp9.21% → 16.86%Shares +247.45K (+58.93%)
- GXOWeight increased · +7.09 pp2.03% → 9.12%Shares +198.28K (+305.32%)
- OIWeight decreased · -5.60 pp17.29% → 11.69%Shares -946.02K (-34.75%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AVNTAVIENT CORP View history and evidence | $24.67M | 16.86% | 667.38K shares | 9.21% → 16.86%+7.65 pp +247.45K (+58.93%) | Added | ▾ |
| 02 | OIO-I GLASS INC View history and evidence | $17.10M | 11.69% | 1.78M shares | 17.29% → 11.69%-5.60 pp -946.02K (-34.75%) | Reduced | ▾ |
| 03 | CCCHEMOURS CO/THE View history and evidence | $16.13M | 11.03% | 786.25K shares | 12.52% → 11.03%-1.49 pp -154.31K (-16.41%) | Reduced | ▾ |
| 04 | SLGNSILGAN HOLDINGS INC View history and evidence | $14.51M | 9.92% | 312.86K shares | Prior unavailable +312.86K | New | ▾ |
| 05 | GXOGXO LOGISTICS INC View history and evidence | $13.35M | 9.12% | 263.22K shares | 2.03% → 9.12%+7.09 pp +198.28K (+305.32%) | Added | ▾ |
| 06 | KWRQUAKER CHEMICAL CORPORATION View history and evidence | $12.42M | 8.49% | 78.20K shares | 10.22% → 8.49%-1.73 pp -58.00K (-42.59%) | Reduced | ▾ |
| 07 | MEOHMETHANEX CORP View history and evidence | $9.83M | 6.72% | 213.10K shares | 7.68% → 6.72%-0.96 pp -463 (-0.22%) | Reduced | ▾ |
| 08 | FULH.B. FULLER CO. View history and evidence | $9.18M | 6.28% | 157.56K shares | 10.90% → 6.28%-4.62 pp -134.94K (-46.13%) | Reduced | ▾ |
| 09 | SOLSSOLSTICE ADV MATERIALS INC View history and evidence | $8.67M | 5.92% | 97.82K shares | 4.50% → 5.92%+1.42 pp 0 (0.00%) | Unchanged | ▾ |
| 10 | CECELANESE CORP View history and evidence | $3.91M | 2.67% | 84.97K shares | Prior unavailable +84.97K | New | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 81211K100 SEALED AIR CORP | Non-derivative | -291,534 | -$12.26M | SEC filing ↗ | SEC filing ↗ |
| AXTA AXALTA COATING SYSTEMS LTD | Non-derivative | -399,322 | -$11.06M | SEC filing ↗ | SEC filing ↗ |
| CVX CHEVRON CORP | Non-derivative | -5,000 | -$1.03M | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1279151 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 146282895
}Take these holdings further.
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