LUMINUS MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, LUMINUS MANAGEMENT LLC held in its portfolio 21 assets valued at $114,197,144 (i.e. $114.20M).

The most valuable assets in the portfolio included: VENTURE GLOBAL INC ($24.21M), O-I GLASS INC ($23.22M), and SEALED AIR CORP ($14.87M).

The chart below shows the top 10 valuable assets, and the table below shows the top 21 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in LUMINUS MANAGEMENT LLC Portfolio

VENTURE GLOBAL INC

O-I GLASS INC

SEALED AIR CORP

QUAKER HOUGHTON

BATTALION OIL CORP

AXALTA COATING SYS LTD

AVIENT CORPORATION

GXO LOGISTICS INCORPORATED

SOLSTICE ADVANCED MATLS INC

CHEMOURS CO

LUMINUS MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)

Items per page:

0 of 0

Name of Issuer	No. of Shares	Value ($)	Class
VENTURE GLOBAL INC	3550000	24211000	COM CL A
O-I GLASS INC	1573001	23217495	COM
SEALED AIR CORP	358980	14872542	COM
QUAKER HOUGHTON	77527	10645232	COM
BATTALION OIL CORP	6151448	6951136	COM
AXALTA COATING SYS LTD	198612	6417153	COM
AVIENT CORPORATION	197828	6180147	COM
GXO LOGISTICS INCORPORATED	108169	5694016	COM
SOLSTICE ADVANCED MATLS INC	98119	4766621	COM
CHEMOURS CO	358069	4221633	COM
WESTLAKE CORPORATION	35189	2601875	COM
BARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX	55000	1455850	IPATH S&P 500 SH
ADICET BIO INC	59558	501478	COM
SANGAMO THERAPEUTICS INC	1158761	486680	COM
DHI GROUP INC	263098	407802	COM
LUCID DIAGNOSTICS INC	370969	404356	COM
MAXCYTE INC	236495	366567	COM
FERMI INC	40000	320000	COM
VISTAGEN THERAPEUTICS INC	350000	231665	COM
MEREO BIOPHARMA GROUP PLC	395000	164596	SPON ADS
CIRCLE INTERNET GROUP INC	1000	79300	COM CL A