LUMINUS MANAGEMENT LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$384.2B
Holdings
19
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VGVENTURE GLOBAL INC | 18,027,083 | $280.9B | 73.11% | |
| 2 | OI*O-I GLASS, INC | 1,776,636 | $26.2B | 6.82% | |
| 3 | CCCHEMOURS COMPANY (THE) | 2,061,790 | $23.6B | 6.15% | |
| 4 | SEESEALED AIR CORPORATION | 433,804 | $13.5B | 3.50% | |
| 5 | KWRQUAKER HOUGHTON | 103,051 | $11.5B | 3.00% | |
| 6 | BATLBATTALION OIL CORPORATION | 6,151,448 | $7.9B | 2.07% | |
| 7 | GXOGXO LOGISTICS INCORPORATED | 107,752 | $5.2B | 1.37% | |
| 8 | KEXKIRBY CORPORATION | 29,836 | $3.4B | 0.88% | |
| 9 | KROKRONOS WORLDWIDE, INC | 435,459 | $2.7B | 0.70% | |
| 10 | CCKCROWN HOLDINGS INC | 24,500 | $2.5B | 0.66% | |
| 11 | SOCSABLE OFFSHORE CORP | 97,000 | $2.1B | 0.55% | |
| 12 | VXXBARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX | 23,750 | $1.1B | 0.30% | |
| 13 | FLRFLUOR CORPORATION | 20,000 | $1.0B | 0.27% | |
| 14 | LUCDLUCID DIAGNOSTICS INC | 794,830 | $914.1M | 0.24% | |
| 15 | REKRREKOR SYSTEMS INC | 511,622 | $593.5M | 0.15% | |
| 16 | —MERSANA THERAPEUTICS INC | 1,039,314 | $307.6M | 0.08% | |
| 17 | —STARDUST PWR INC | 1,101,197 | $216.9M | 0.06% | |
| 18 | CNTXCONTEXT THERAPEUTICS INC | 328,222 | $215.1M | 0.06% | |
| 19 | TORCEURADICET BIO, INC. | 289,935 | $176.9M | 0.05% |