LUMINUS MANAGEMENT LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$86.6B
Holdings
15
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CCCALL/CC @ 20 EXP 01/17/2025 | 1,409,000 | $23.8B | 27.51% | Call |
| 2 | OI*O-I GLASS, INC. | 1,670,634 | $18.1B | 20.92% | |
| 3 | BATLBATTALION OIL CORPORATION | 6,151,448 | $10.6B | 12.22% | |
| 4 | CCCHEMOURS COMPANY (THE) | 601,541 | $10.2B | 11.74% | |
| 5 | CCCALL/CC @ 22 EXP 04/17/2025 | 261,200 | $4.4B | 5.10% | Call |
| 6 | BERYEURBERRY GLOBAL GROUP INC | 58,627 | $3.8B | 4.38% | |
| 7 | CCCALL/CC @ 21 EXP 01/17/2025 | 187,500 | $3.2B | 3.66% | Call |
| 8 | KROKRONOS WORLDWIDE, INC | 260,300 | $2.5B | 2.93% | |
| 9 | OICALL/OI @ 11 EXP 02/21/2025 | 201,800 | $2.2B | 2.53% | Call |
| 10 | AVNTAVIENT CORPORATION | 46,300 | $1.9B | 2.19% | |
| 11 | APDAIR PRODUCTS & CHEMICALS INC | 5,000 | $1.5B | 1.68% | |
| 12 | PAHUSDELEMENT SOLUTIONS INC | 46,500 | $1.2B | 1.37% | |
| 13 | FMCFMC CORPORATION | 20,400 | $991.6M | 1.15% | |
| 14 | LUCDLUCID DIAGNOSTICS INC | 1,016,720 | $832.4M | 0.96% | |
| 15 | TROXTRONOX HOLDINGS PLC | 50,993 | $513.5M | 0.59% | |
| 16 | OICALL/OI @ 13 EXP 01/17/2025 | 44,200 | $479.1M | 0.55% | Call |
| 17 | SEESEALED AIR CORPORATION | 12,000 | $406.0M | 0.47% | |
| 18 | ESICALL/ESI @ 30 EXP 02/21/2025 | 2,200 | $55.9M | 0.06% | Call |