LUMINUS MANAGEMENT LLC
LUMINUS MANAGEMENT LLC reported 30 positions worth $146.3M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AVNT (16.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVNT | SH | $24.7M | 16.86% | 667,378 | — | — | |
| ▸ 2 | OI | SH | $17.1M | 11.69% | 1,776,150 | — | — | |
| ▸ 3 | CC | SH | $16.1M | 11.03% | 786,245 | — | — | |
| ▸ 4 | SLGN | SH | $14.5M | 9.92% | 312,855 | — | — | |
| ▸ 5 | GXO | SH | $13.3M | 9.12% | 263,217 | — | — | |
| ▸ 6 | KWR | SH | $12.4M | 8.49% | 78,196 | — | — | |
| ▸ 7 | MEOH | SH | $9.8M | 6.72% | 213,098 | — | — | |
| ▸ 8 | FUL | SH | $9.2M | 6.28% | 157,556 | — | — | |
| ▸ 9 | SOLS | SH | $8.7M | 5.92% | 97,819 | — | — | |
| ▸ 10 | CE | SH | $3.9M | 2.67% | 84,971 | — | — |
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Frequently Asked Questions
What stocks does LUMINUS MANAGEMENT LLC hold as of Q2 2026?
LUMINUS MANAGEMENT LLC reported 30 positions worth $146.3M in its Q2 2026 13F filing. Largest positions: AVNT (16.9%), OI (11.7%), CC (11.0%), SLGN (9.9%) and GXO (9.1%).
What did LUMINUS MANAGEMENT LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did LUMINUS MANAGEMENT LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.