The Analysis of LUMINUS MANAGEMENT LLC's Holdings
Currently, LUMINUS MANAGEMENT LLC holds 21 types of securities in its portfolio with a total value $108.4M. In the most recent quarter, they have increased their positions in N/A (+2.7M shares, valued at $18.4M), AXTA (+198.6K shares, valued at $6.4M), N/A (+98.1K shares, valued at $4.8M); decreased their positions in CC (-1.4M shares, valued at $16.6M), OI (-472.3K shares, valued at $7.0M), SEE (-140.2K shares, valued at $5.8M); initiated new positions in N/A (+2.7M shares, valued at $18.4M), AXTA (+198.6K shares, valued at $6.4M), N/A (+98.1K shares, valued at $4.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
OI O-I GLASS INC1.6M shares-23.09%2025-12-312026-02-17
SEE SEALED AIR CORP359.0K shares-28.08%2025-12-312026-02-17 KWR QUAKER HOUGHTON77.5K shares28.22%2025-12-312026-02-17 BATL BATTALION OIL CORP6.2M shares0.00%2025-12-312026-02-17 AXTA AXALTA COATING SYS LTD198.6K sharesnew addition2025-12-312026-02-17 AVNT AVIENT CORPORATION197.8K shares326.12%2025-12-312026-02-17 GXO GXO LOGISTICS INCORPORATED108.2K shares87.30%2025-12-312026-02-17 CC CHEMOURS CO358.1K shares-79.71%2025-12-312026-02-17 WLK WESTLAKE CORPORATION35.2K sharesnew addition2025-12-312026-02-17 VXX BARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX55.0K shares30.95%2025-12-312026-02-17 ADICET BIO INC ADICET BIO INC59.6K sharesnew addition2025-12-312026-02-17 SGMO SANGAMO THERAPEUTICS INC1.2M shares363.50%2025-12-312026-02-17 DHX DHI GROUP INC263.1K sharesnew addition2025-12-312026-02-17 LUCD LUCID DIAGNOSTICS INC371.0K shares-59.36%2025-12-312026-02-17 MXCT MAXCYTE INC236.5K shares5.11%2025-12-312026-02-17 FERMI INC FERMI INC40.0K sharesnew addition2025-12-312026-02-17 MREO MEREO BIOPHARMA GROUP PLC395.0K sharesnew addition2025-12-312026-02-17 CRCL CIRCLE INTERNET GROUP INC1.0K sharesnew addition2025-12-312026-02-17 Call Option Holdings
Put Option Holdings
No put option holdings data available