LUMINUS MANAGEMENT LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$302.7B
Holdings
18
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VGVENTURE GLOBAL INC | 18,325,483 | $188.8B | 62.36% | |
| 2 | OI*O-I GLASS, INC | 3,179,526 | $36.5B | 12.05% | |
| 3 | CCCHEMOURS COMPANY (THE) | 1,902,574 | $25.7B | 8.50% | |
| 4 | SEESEALED AIR CORPORATION | 323,125 | $9.3B | 3.09% | |
| 5 | BATLBATTALION OIL CORPORATION | 6,151,448 | $8.0B | 2.64% | |
| 6 | BERYEURBERRY GLOBAL GROUP INC | 92,983 | $6.5B | 2.14% | |
| 7 | KWRQUAKER HOUGHTON | 47,482 | $5.9B | 1.94% | |
| 8 | KEXKIRBY CORPORATION | 42,100 | $4.3B | 1.40% | |
| 9 | KROKRONOS WORLDWIDE, INC | 549,865 | $4.1B | 1.36% | |
| 10 | KNXKNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | 87,413 | $3.8B | 1.26% | |
| 11 | CCCALL/CC @ 22 EXP 04/17/2025 | 261,200 | $3.5B | 1.17% | Call |
| 12 | FLYWFLYWIRE CORPORATION | 197,000 | $1.9B | 0.62% | |
| 13 | PPGPPG INDUSTRIES, INC | 8,700 | $951.3M | 0.31% | |
| 14 | REKRREKOR SYSTEMS INC | 1,068,207 | $947.2M | 0.31% | |
| 15 | VXXBARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX | 15,100 | $777.2M | 0.26% | |
| 16 | HUMAHUMACYTE INC | 408,868 | $697.1M | 0.23% | |
| 17 | LUCDLUCID DIAGNOSTICS INC | 456,644 | $680.4M | 0.22% | |
| 18 | —STARDUST PWR INC | 853,086 | $402.3M | 0.13% |