§ 13F · FUND PROFILE
LUMINUS MANAGEMENT LLC.
AUM · $146M (13F)Positions · 30Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$29M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVNT | AVIENT CORPORATION | 667K | $25M | 16.9% | +59% |
| 2 | OI | O-I GLASS INC | 1.78M | $17M | 11.7% | −35% |
| 3 | CC | CHEMOURS CO | 786K | $16M | 11.0% | −16% |
| 4 | SLGN | SILGAN HLDGS INC | 313K | $15M | 9.9% | NEW |
| 5 | GXO | GXO LOGISTICS INCORPORATED | 263K | $13M | 9.1% | +305% |
| 6 | KWR | QUAKER HOUGHTON | 78K | $12M | 8.5% | −43% |
| 7 | MEOH | METHANEX CORPORATION | 213K | $10M | 6.7% | ±0% |
| 8 | FUL | H.B. FULLER COMPANY | 158K | $9M | 6.3% | −46% |
| 9 | SOLS | SOLSTICE ADVANCED MATLS INC | 98K | $9M | 5.9% | ±0% |
| 10 | CE | CELANESE CORP DEL | 85K | $4M | 2.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LUMINUS SIGNAL
AC read
LUMINUS MANAGEMENT LLC is a Other fund managing $146 million in assets. The fund runs a portfolio of 30 positions.
Read the full dossier →