SEC Form 13F

LUMINUS MANAGEMENT LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$146,282,895
Positions30

Largest disclosed positions

IssuerTickerClassReported valueReported amount
AVIENT CORPORATIONAVNTCOM$24,666,291667,378
O-I GLASS INCOICOM$17,104,3251,776,150
CHEMOURS COCCCOM$16,133,747786,245
SILGAN HLDGS INCSLGNCOM$14,513,344312,855
GXO LOGISTICS INCORPORATEDGXOCOM$13,345,102263,217
QUAKER HOUGHTONKWRCOM$12,422,99978,196
METHANEX CORPORATIONMEOHCOM$9,834,473213,098
H.B. FULLER COMPANYFULCOM$9,183,939157,556
SOLSTICE ADVANCED MATLS INCSOLSCOM$8,666,76397,819
CELANESE CORP DELCECOM$3,908,66684,971

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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