LUMINUS MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VG | 2.70M | $18.41M |
 | OI | 1.57M | $23.22M |
 | SGMO | 1.16M | $486.68K |
 | MREO | 395K | $164.60K |
 | LUCD | 371K | $404.36K |
 | SEE | 359K | $14.87M |
 | CC | 358K | $4.22M |
 | VTGN | 350K | $231.66K |
 | DHX | 263K | $407.80K |
 | MXCT | 236K | $366.57K |
 | AXTA | 199K | $6.42M |
 | AVNT | 198K | $6.18M |
 | GXO | 108K | $5.69M |
 | SOLS | 98K | $4.77M |
 | KWR | 78K | $10.65M |
 | ACET | 60K | $501.48K |
 | FRMI | 40K | $320.00K |
 | WLK | 35K | $2.60M |
 | CRCL | 1K | $79.30K |
Venture Global, Inc.
VG
Shares Held
2.70M
Value
$18.41M
O-I Glass, Inc.
OI
Shares Held
1.57M
Value
$23.22M
Sangamo Therapeutics, Inc.
SGMO
Shares Held
1.16M
Value
$486.68K
Mereo BioPharma Group plc
MREO
Shares Held
395K
Value
$164.60K
Lucid Diagnostics Inc.
LUCD
Shares Held
371K
Value
$404.36K
Sealed Air Corporation
SEE
Shares Held
359K
Value
$14.87M
The Chemours Company
CC
Shares Held
358K
Value
$4.22M
VistaGen Therapeutics, Inc.
VTGN
Shares Held
350K
Value
$231.66K
DHI Group, Inc.
DHX
Shares Held
263K
Value
$407.80K
MaxCyte, Inc.
MXCT
Shares Held
236K
Value
$366.57K
Axalta Coating Systems Ltd.
AXTA
Shares Held
199K
Value
$6.42M
Avient Corporation
AVNT
Shares Held
198K
Value
$6.18M
GXO Logistics, Inc.
GXO
Shares Held
108K
Value
$5.69M
Solstice Advanced Materials Inc.
SOLS
Shares Held
98K
Value
$4.77M
Quaker Chemical Corporation
KWR
Shares Held
78K
Value
$10.65M
Adicet Bio, Inc.
ACET
Shares Held
60K
Value
$501.48K
Fermi Inc. Common Stock
FRMI
Shares Held
40K
Value
$320.00K
Westlake Corporation
WLK
Shares Held
35K
Value
$2.60M
Circle Internet Group
CRCL
Shares Held
1K
Value
$79.30K