LUMINUS MANAGEMENT LLC Q3 2025 Filing
Filed October 3, 2025
Portfolio Value
$111.3B
Holdings
20
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CCCHEMOURS CO | 1,765,089 | $28.0B | 25.13% | |
| 2 | OI*O-I GLASS INC | 2,045,251 | $26.5B | 23.84% | |
| 3 | SEESEALED AIR CORP | 499,161 | $17.6B | 15.86% | |
| 4 | KEXKIRBY CORP | 116,956 | $9.8B | 8.77% | |
| 5 | KWRQUAKER HOUGHTON | 60,466 | $8.0B | 7.16% | |
| 6 | BATLBATTALION OIL CORP | 6,151,448 | $7.4B | 6.69% | |
| 7 | GXOGXO LOGISTICS INCORPORATED | 57,752 | $3.1B | 2.75% | |
| 8 | FULFULLER H B CO | 36,632 | $2.2B | 1.95% | |
| 9 | SOCSABLE OFFSHORE CORP | 100,000 | $1.7B | 1.57% | |
| 10 | AVNTAVIENT CORPORATION | 46,425 | $1.5B | 1.37% | |
| 11 | VXXBARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX | 42,000 | $1.4B | 1.25% | |
| 12 | DQDAQO NEW ENERGY CORP | 40,000 | $1.1B | 1.01% | |
| 13 | LUCDLUCID DIAGNOSTICS INC | 912,805 | $921.9M | 0.83% | |
| 14 | REKRREKOR SYSTEMS INC | 275,000 | $431.8M | 0.39% | |
| 15 | —MERSANA THERAPEUTICS INC | 50,000 | $388.0M | 0.35% | |
| 16 | MXCTGBXMAXCYTE INC | 225,000 | $355.5M | 0.32% | |
| 17 | FBLGFIBROBIOLOGICS INC | 26,629 | $345.8M | 0.31% | |
| 18 | —STARDUST PWR INC | 105,000 | $325.5M | 0.29% | |
| 19 | GBYSANGAMO THERAPEUTICS INC | 250,000 | $168.3M | 0.15% | |
| 20 | VGVENTURE GLOBAL INC | 0 | $0 | 0.00% |