# LUMINUS MANAGEMENT LLC: Form 13F holdings

An institutional investment manager in HOUSTON, TX. SEC CIK 1279151.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $146.3m
- Positions: 30 (30 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1279151/000110465926097284/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AVIENT CORPORATION (AVNT)](/companies/avnt.md) | COM | $24.7m | 16.9% | 667,378 |  | Added +247,454 |
| [O-I GLASS INC (OI)](/companies/oi.md) | COM | $17.1m | 11.7% | 1,776,150 |  | Reduced −946,019 |
| [CHEMOURS CO (CC)](/companies/cc.md) | COM | $16.1m | 11.0% | 786,245 |  | Reduced −154,307 |
| [SILGAN HLDGS INC (SLGN)](/companies/slgn.md) | COM | $14.5m | 9.9% | 312,855 |  | New +312,855 |
| [GXO LOGISTICS INCORPORATED (GXO)](/companies/gxo.md) | COM | $13.3m | 9.1% | 263,217 |  | Added +198,276 |
| [QUAKER HOUGHTON (KWR)](/companies/kwr.md) | COM | $12.4m | 8.5% | 78,196 |  | Reduced −58,004 |
| [METHANEX CORPORATION (MEOH)](/companies/meoh.md) | COM | $9.8m | 6.7% | 213,098 |  | Reduced −463 |
| [H.B. FULLER COMPANY (FUL)](/companies/ful.md) | COM | $9.2m | 6.3% | 157,556 |  | Reduced −134,938 |
| [SOLSTICE ADVANCED MATLS INC (SOLS)](/companies/sols.md) | COM | $8.7m | 5.9% | 97,819 |  | Unchanged |
| [CELANESE CORP DEL (CE)](/companies/ce.md) | COM | $3.9m | 2.7% | 84,971 |  | New +84,971 |
| VERSIGENT PLC | ORDINARY SHARES | $3.1m | 2.1% | 73,870 |  | New +73,870 |
| AMCOR PLC | COM | $2.5m | 1.7% | 57,879 |  | New +57,879 |
| [BARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX (ATMP)](/companies/atmp.md) | IPATH S&P 500 SH | $1.7m | 1.2% | 77,500 |  | Added +50,000 |
| [KRONOS WORLDWIDE INC (KRO)](/companies/kro.md) | COM | $1.6m | 1.1% | 253,807 |  | Reduced −16,193 |
| [BATTALION OIL CORP (BATL)](/companies/batl.md) | COM | $1.4m | 1.0% | 1,069,455 |  | Reduced −937,053 |
| [CROWN HLDGS INC (CCK)](/companies/cck.md) | COM | $1.3m | 0.9% | 11,600 |  | New +11,600 |
| [ARCBEST CORP (ARCB)](/companies/arcb.md) | COM | $1.3m | 0.9% | 8,800 |  | New +8,800 |
| [PPG INDUSTRIES INC (PPG)](/companies/ppg.md) | COM | $553.3k | 0.4% | 4,562 |  | Reduced −29,233 |
| [W & T OFFSHORE INC (WTI)](/companies/wti.md) | COM | $472.5k | 0.3% | 150,000 |  | New +150,000 |
| [RARE EARTHS AMERICAS INC (REA)](/companies/rea.md) | COM | $458.4k | 0.3% | 30,000 |  | New +30,000 |
| [COMSTOCK RES INC (CRK)](/companies/crk.md) | COM | $447.6k | 0.3% | 30,000 |  | New +30,000 |
| [SUNPOWER INC (SPWR)](/companies/spwr.md) | COM | $292.1k | 0.2% | 425,000 |  | New +425,000 |
| [GEMINI SPACE STA INC (GEMI)](/companies/gemi.md) | CL A COM | $287.6k | 0.2% | 67,500 |  | Reduced −82,500 |
| [ELMET GROUP CO (THE) (ELMT)](/companies/elmt.md) | COM | $246.8k | 0.2% | 12,500 |  | New +12,500 |
| [STARDUST PWR INC (SDST)](/companies/sdst.md) | COM | $215.5k | 0.1% | 138,138 |  | New +138,138 |
| [VOLITIONRX LTD (VNRX)](/companies/vnrx.md) | COM | $211.8k | 0.1% | 156,897 |  | New +156,897 |
| [FERMI INC (FRMI)](/companies/frmi.md) | COM | $141.9k | <0.1% | 15,495 |  | New +15,495 |
| [ALGORHYTHM HLDGS INC (RIME)](/companies/rime.md) | COM | $118.0k | <0.1% | 206,250 |  | Unchanged |
| [VISTAGEN THERAPEUTICS INC (VTGN)](/companies/vtgn.md) | COM | $91.1k | <0.1% | 403,115 |  | Added +7,062 |
| [MAXCYTE INC (MXCT)](/companies/mxct.md) | COM | $74.5k | <0.1% | 60,604 |  | Reduced −1,089,396 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| AXALTA COATING SYS LTD | COM | $0 | 0.0% | 0 |  | Sold out −399,322 |
| [CANOPY GROWTH CORPORATION (CGC)](/companies/cgc.md) | COM | $0 | 0.0% | 0 |  | Sold out −550,000 |
| [CHEVRON CORPORATION (CVX)](/companies/cvx.md) | COM | $0 | 0.0% | 0 |  | Sold out −5,000 |
| [PEPGEN INC (PEPG)](/companies/pepg.md) | COM | $0 | 0.0% | 0 |  | Sold out −150,000 |
| [SANGAMO THERAPEUTICS INC (SGMOQ)](/companies/sgmoq.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,681,089 |
| SEALED AIR CORP | COM | $0 | 0.0% | 0 |  | Sold out −291,534 |
| VOLITIONRX LTD | COM | $0 | 0.0% | 0 |  | Sold out −995,000 |
| [XTDOOR HOLDINGS INC (NXDR)](/companies/nxdr.md) | COM CL A | $0 | 0.0% | 0 |  | Sold out −400,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001104659-26-097284. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.