LUMINUS MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OI | 2.05M | $26.53M |
 | CC | 1.77M | $27.96M |
 | LUCD | 913K | $921.93K |
 | SEE | 499K | $17.65M |
 | REKR | 275K | $431.75K |
 | SGMO | 250K | $168.35K |
 | MXCT | 225K | $355.50K |
 | KEX | 117K | $9.76M |
 | SDST | 105K | $325.50K |
 | SOC | 100K | $1.75M |
 | KWR | 60K | $7.97M |
 | GXO | 58K | $3.05M |
 | MRSN | 50K | $388.00K |
 | AVNT | 46K | $1.53M |
 | DQ | 40K | $1.13M |
 | FUL | 37K | $2.17M |
 | FBLG | 27K | $345.77K |
 | VG | 0 | $0 |
O-I Glass, Inc.
OI
Shares Held
2.05M
Value
$26.53M
The Chemours Company
CC
Shares Held
1.77M
Value
$27.96M
Lucid Diagnostics Inc.
LUCD
Shares Held
913K
Value
$921.93K
Sealed Air Corporation
SEE
Shares Held
499K
Value
$17.65M
Rekor Systems, Inc.
REKR
Shares Held
275K
Value
$431.75K
Sangamo Therapeutics, Inc.
SGMO
Shares Held
250K
Value
$168.35K
MaxCyte, Inc.
MXCT
Shares Held
225K
Value
$355.50K
Kirby Corporation
KEX
Shares Held
117K
Value
$9.76M
Stardust Power Inc.
SDST
Shares Held
105K
Value
$325.50K
Sable Offshore Corp.
SOC
Shares Held
100K
Value
$1.75M
Quaker Chemical Corporation
KWR
Shares Held
60K
Value
$7.97M
GXO Logistics, Inc.
GXO
Shares Held
58K
Value
$3.05M
Mersana Therapeutics, Inc.
MRSN
Shares Held
50K
Value
$388.00K
Avient Corporation
AVNT
Shares Held
46K
Value
$1.53M
Daqo New Energy Corp.
DQ
Shares Held
40K
Value
$1.13M
H.B. Fuller Company
FUL
Shares Held
37K
Value
$2.17M
FibroBiologics, Inc. Common Stock
FBLG
Shares Held
27K
Value
$345.77K
Venture Global, Inc.
VG
Shares Held
0
Value
$0