LUMINUS MANAGEMENT LLC: 13F holdings
CIK 12791512026Q2
| Positions | 30 |
|---|
| Reported value | $146.3m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 30 (+6 vs prior quarter) |
|---|
| Reported value | $146.3m (-11.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVNT AVIENT CORPORATION | 667,378 | $24.7m | 16.9% |
| OI O-I GLASS INC | 1,776,150 | $17.1m | 11.7% |
| CC CHEMOURS CO | 786,245 | $16.1m | 11.0% |
| SLGN SILGAN HLDGS INC | 312,855 | $14.5m | 9.9% |
| GXO GXO LOGISTICS INCORPORATED | 263,217 | $13.3m | 9.1% |
| KWR QUAKER HOUGHTON | 78,196 | $12.4m | 8.5% |
| MEOH METHANEX CORPORATION | 213,098 | $9.8m | 6.7% |
| FUL H.B. FULLER COMPANY | 157,556 | $9.2m | 6.3% |
| SOLS SOLSTICE ADVANCED MATLS INC | 97,819 | $8.7m | 5.9% |
| CE CELANESE CORP DEL | 84,971 | $3.9m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1279151")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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