LUMINUS MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OI | 2.72M | $28.61M |
SANGAMO THERAPEUTICS INC | SGMO | 1.68M | $415.06K |
 | MXCT | 1.15M | $807.88K |
 | CC | 941K | $20.72M |
 | CGC | 550K | $522.06K |
 | AVNT | 420K | $15.24M |
 | AXTA | 399K | $11.06M |
 | VTGN | 396K | $226.34K |
 | FUL | 292K | $18.04M |
 | KRO | 270K | $1.77M |
 | MEOH | 214K | $12.72M |
 | PEPG | 150K | $265.50K |
 | GEMI | 150K | $663.00K |
 | KWR | 136K | $16.92M |
 | SOLS | 98K | $7.45M |
 | GXO | 65K | $3.37M |
 | PPG | 34K | $3.61M |
 | CVX | 5K | $1.03M |
O-I Glass, Inc.
OI
Shares Held
2.72M
Value
$28.61M
SANGAMO THERAPEUTICS INC
SGMO
Shares Held
1.68M
Value
$415.06K
MaxCyte, Inc.
MXCT
Shares Held
1.15M
Value
$807.88K
The Chemours Company
CC
Shares Held
941K
Value
$20.72M
Canopy Growth Corporation
CGC
Shares Held
550K
Value
$522.06K
Avient Corporation
AVNT
Shares Held
420K
Value
$15.24M
Axalta Coating Systems Ltd.
AXTA
Shares Held
399K
Value
$11.06M
VistaGen Therapeutics, Inc.
VTGN
Shares Held
396K
Value
$226.34K
H.B. Fuller Company
FUL
Shares Held
292K
Value
$18.04M
Kronos Worldwide, Inc.
KRO
Shares Held
270K
Value
$1.77M
Methanex Corporation
MEOH
Shares Held
214K
Value
$12.72M
PepGen Inc.
PEPG
Shares Held
150K
Value
$265.50K
Gemini Space Station, Inc.
GEMI
Shares Held
150K
Value
$663.00K
Quaker Houghton
KWR
Shares Held
136K
Value
$16.92M
Solstice Advanced Materials Inc.
SOLS
Shares Held
98K
Value
$7.45M
GXO Logistics, Inc.
GXO
Shares Held
65K
Value
$3.37M
PPG Industries, Inc.
PPG
Shares Held
34K
Value
$3.61M
Chevron Corporation
CVX
Shares Held
5K
Value
$1.03M