News + Filings Transactions Holdings
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LUMINUS MANAGEMENT LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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ARCH RESOURCES, INC.
| ARCH | Common | 390,414 | -167,291 | 44,023,083,000 | -35,611,614,000 | 13.23 | |
Hist
| 06/30/2023 |
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ASHLAND LLC
| ASH | STOCK | 492,733 | 80,005 | 42,823,425,000 | -1,557,217,000 | 12.87 | |
Hist
| 06/30/2023 |
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Tronox Holdings plc
| TROX | Common | 2,793,026 | -280,464 | 35,499,360,000 | -6,638,188,000 | 10.67 | 1.81 |
Hist
| 06/30/2023 |
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BATTALION OIL CORP
| BATL | COM | 6,151,448 | 0 | 35,124,768,000 | -24,605,792,000 | 10.56 | 37.38 |
Hist
| 06/30/2023 |
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O-I Glass, Inc. /DE/
| OI | Common | 1,263,506 | 187,935 | 26,950,583,000 | 9,128,372,000 | 8.10 | 0.82 |
Hist
| 06/30/2023 |
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Chemours Co
| CC | COM | 669,298 | 319,802 | 24,690,403,000 | 13,988,835,000 | 7.42 | 0.45 |
Hist
| 06/30/2023 |
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BERRY GLOBAL GROUP, INC.
| BERY | Common | 362,544 | -2,306 | 23,326,081,000 | 1,278,195,000 | 7.01 | 0.30 |
Hist
| 06/30/2023 |
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PPG INDUSTRIES INC
| PPG | Common | 141,008 | 40,706 | 20,911,486,000 | 8,299,513,000 | 6.29 | |
Hist
| 06/30/2023 |
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WESTLAKE CORP
| WLK | Common | 121,649 | 31,099 | 14,533,406,000 | 5,248,409,000 | 4.37 | 0.10 |
Hist
| 06/30/2023 |
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FULLER H B CO
| FUL | Common | 183,296 | 174,814 | 13,107,497,000 | 12,500,016,000 | 3.94 | 0.34 |
Hist
| 06/30/2023 |
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Air Products & Chemicals, Inc.
| APD | Common | 43,426 | 12,540 | 13,007,390,000 | 3,486,472,000 | 3.91 | 0.02 |
Hist
| 06/30/2023 |
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OLIN Corp
| OLN | Common | 238,964 | -153,055 | 12,280,359,000 | -8,473,127,000 | 3.69 | 0.18 |
Hist
| 06/30/2023 |
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SHERWIN WILLIAMS CO
| SHW | Common | 15,000 | 15,000 | 3,982,800,000 | 3,982,800,000 | 1.20 | 0.01 |
Hist
| 06/30/2023 |
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Anterix Inc.
| ATEX | COM | 108,450 | 108,450 | 3,436,781,000 | 3,436,781,000 | 1.03 | 0.57 |
Hist
| 06/30/2023 |
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Ocugen, Inc.
| OCGN | Common | 4,079,238 | 4,079,238 | 2,215,434,000 | 2,215,434,000 | 0.67 | 1.80 |
Hist
| 06/30/2023 |
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Vimeo, Inc.
| VMEO | Common | 421,600 | 421,600 | 1,736,992,000 | 1,736,992,000 | 0.52 | 0.25 |
Hist
| 06/30/2023 |
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ZeroFox Holdings, Inc.
| ZFOX | Common | 1,640,648 | 1,640,648 | 1,640,648,000 | 1,640,648,000 | 0.49 | 1.38 |
Hist
| 06/30/2023 |
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Porch Group, Inc.
| PRCH | Common | 1,125,000 | 1,125,000 | 1,552,500,000 | 1,552,500,000 | 0.47 | 1.15 |
Hist
| 06/30/2023 |
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Lucid Diagnostics Inc.
| LUCD | Common | 878,378 | 53,378 | 1,220,945,000 | 98,945,000 | 0.37 | |
Hist
| 06/30/2023 |
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Humacyte, Inc.
| HUMA | Common | 400,000 | 400,000 | 1,144,000,000 | 1,144,000,000 | 0.34 | 0.39 |
Hist
| 06/30/2023 |
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TERAWULF INC.
| WULF | Common | 556,897 | 556,897 | 974,570,000 | 974,570,000 | 0.29 | 0.26 |
Hist
| 06/30/2023 |
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Sunnova Energy International Inc.
| NOVA | Common | 45,500 | -122,360 | 833,105,000 | -2,190,054,000 | 0.25 | 0.04 |
Hist
| 06/30/2023 |
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Sabre Corp
| SABR | COM | 240,000 | 240,000 | 765,600,000 | 765,600,000 | 0.23 | |
Hist
| 06/30/2023 |
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Nouveau Monde Graphite Inc.
| NMG | COM NEW | 250,000 | 250,000 | 760,000,000 | 760,000,000 | 0.23 | 0.45 |
Hist
| 06/30/2023 |
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CalAmp Corp.
| CAMP | Common | 503,850 | 503,850 | 534,081,000 | 534,081,000 | 0.16 | |
Hist
| 06/30/2023 |
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Nogin, Inc.
| NOGN | COM NEW | 275,000 | 275,000 | 360,250,000 | 360,250,000 | 0.11 | 2.48 |
Hist
| 06/30/2023 |
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AVIENT CORP
| AVNT | COM | 0 | -213,474 | 0 | -7,206,882,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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MYRIAD GENETICS INC
| MYGN | Common | 0 | -122,691 | 0 | -1,780,246,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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KIRBY CORP
| KEX | Common | 0 | -82,100 | 0 | -5,283,135,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| XBI | Common | 0 | -42,348 | 0 | -3,514,884,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Replimune Group, Inc.
| REPL | Common | 0 | -5,796 | 0 | -157,651,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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