Stock Taper 
LUMINUS MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 PPG Industries, Inc. | PPG | 4.56K | $553.33K |
 ArcBest Corp | ARCB | 8.8K | $1.26M |
 Crown Holdings, Inc. | CCK | 11.6K | $1.3M |
 Elmet Group Co. | ELMT | 12.5K | $246.75K |
 Fermi Inc. Common Stock | FRMI | 15.49K | $141.93K |
 Comstock Resources, Inc. | CRK | 30K | $447.6K |
 Amcor plc | AMCR | 57.88K | $2.51M |
 Versigent PLC | VGNT | 73.87K | $3.1M |
 Quaker Houghton | KWR | 78.2K | $12.42M |
 Celanese Corporation | CE | 84.97K | $3.91M |
 Solstice Advanced Materials Inc. | SOLS | 97.82K | $8.67M |
 W&T Offshore, Inc. | WTI | 150K | $472.5K |
 H.B. Fuller Company | FUL | 157.56K | $9.18M |
 Kronos Worldwide, Inc. | KRO | 253.81K | $1.61M |
 GXO Logistics, Inc. | GXO | 263.22K | $13.35M |
 Silgan Holdings Inc. | SLGN | 312.86K | $14.51M |
 Avient Corporation | AVNT | 667.38K | $24.67M |
 The Chemours Company | CC | 786.25K | $16.13M |
 O-I Glass, Inc. | OI | 1.78M | $17.1M |