LUMINUS MANAGEMENT LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationhouston, TX
- CIK0001279151
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
18 | $302.69M | VENTURE GLOBAL INC, OI*, CC, SEE | 13F-HR | May 15, 2025 | 000110465925049423 | ||
18 | $86.57M | CHEMOURS CO, OI*, BATL, CC | 13F-HR | Feb 14, 2025 | 000110465925014017 | ||
23 | $197.12M | BATL, OI*, CC, TRONOX HOLDINGS PLC | 13F-HR | Nov 14, 2024 | 000110465924119089 | ||
27 | $173.59M | OI*, CC, BATL, TRONOX HOLDINGS PLC | 13F-HR | Aug 14, 2024 | 000110465924089675 | ||
29 | $219.77M | TRONOX HOLDINGS PLC, BATL, OI*, OLN | 13F-HR | May 15, 2024 | 000110465924062027 | ||
24 | $361.66M | BATL, OLIN CORP, AIR PRODS & CHEMS INC, OLIN CORP | 13F-HR | Feb 15, 2024 | 000110465924024405 | ||
28 | $324.30M | ARCH, BATL, OI*, FUL | 13F-HR | Nov 14, 2023 | 000110465923118207 | ||
27 | $332.65M | ARCH, ASH, TRONOX HOLDINGS PLC, BATL | 13F-HR | Aug 14, 2023 | 000110465923091444 | ||
27 | $406.52M | ARCH, ASH, TRONOX HOLDINGS PLC, BATL | 13F-HR | May 15, 2023 | 000110465923060667 | ||
20 | $401.30M | ARCH, BATL, ARCH RESOURCES INC, ASH | 13F-HR | Feb 14, 2023 | 000110465923021982 | ||
26 | $286.76M | BATL, ARCH RESOURCES INC, ARCH, ASH | 13F-HR | Nov 14, 2022 | 000110465922118747 | ||
22 | $324.75M | ARCH RESOURCES INC, ARCH, BATL, ASH | 13F-HR | Aug 15, 2022 | 000110465922091370 | ||
16 | $446.94M | ARCH RESOURCES INC, BATL, ARCH, ASH | 13F-HR | May 13, 2022 | 000110465922060111 | ||
73 | $425.97M | ARCH, BATL, ASH, TRONOX HOLDINGS PLC | 13F-HR | Feb 15, 2022 | 000110465922023564 | ||
57 | $475.55M | BATL, ARCH, EQT, TRONOX HOLDINGS PLC | 13F-HR | Nov 15, 2021 | 000110465921139278 | ||
78 | $686.78M | BATL, ASH, TRONOX HOLDINGS PLC, NRA | 13F-HR | Aug 16, 2021 | 000110465921106323 | ||
52 | $520.03M | BATL, ASH, AECOM, TRONOX HOLDINGS PLC | 13F-HR | May 17, 2021 | 000110465921068168 | ||
35 | $428.99M | LI, BATL, ARCH, WARRIOR MET COAL INC | 13F-HR | Feb 17, 2021 | 000110465921024624 | ||
48 | $432.66M | BATL, NRG 2.75 06/01/48, ARCH, ENPH | 13F-HR | Nov 16, 2020 | 000110465920125825 | ||
45 | $770.70M | PCG, CRC, SU, BATL | 13F-HR | Aug 14, 2020 | 000110465920095455 | ||
100 | $968.08M | KSU, ODFL, NRG 2.75 06/01/48, FE | 13F-HR | May 15, 2020 | 000110465920062493 | ||
94 | $2.40B | SPY, VALARIS PLC, FE, AECOM | 13F-HR | Feb 14, 2020 | 000110465920021596 | ||
103 | $3.45B | FE, AECOM, SPY, BERY | 13F-HR | Nov 14, 2019 | 000110465919064141 | ||
114 | $4.17B | CVE, NRA, FE, SPY | 13F-HR | Aug 14, 2019 | 000114420419040125 | ||
125 | $4.66B | APD, FE, BERY, ASH | 13F-HR | May 15, 2019 | 000114420419026498 | ||
139 | $4.94B | SPY, BERY, VST, ASH | 13F-HR | Feb 14, 2019 | 000114420419008022 | ||
150 | $6.14B | USO, SPY, BERY, APD | RESTATEMENT | Nov 15, 2018 | 000114420418060149 | ||
156 | $4.36B | APD, BERY, CTRA, ASH | 13F-HR | Aug 14, 2018 | 000114420418044609 | ||
136 | $4.82B | BERY, APD, NRA, CTRA | 13F-HR | May 15, 2018 | 000114420418028945 | ||
136 | $4.71B | SPY, SPY, NRA, BERY | 13F-HR | Feb 14, 2018 | 000101297518000181 | ||
145 | $3.78B | SPY, BERY, DOWDUPONT INC, SPY | 13F-HR | Nov 14, 2017 | 000101297517000842 | ||
145 | $4.78B | SPY, FE, PEG, APD | 13F-HR | Aug 14, 2017 | 000117266117001678 | ||
139 | $3.88B | SPY, FE, SPY, APD | 13F-HR | May 15, 2017 | 000117266117001237 | ||
133 | $4.45B | SPY, SPY, FE, RIO | RESTATEMENT | Feb 22, 2017 | 000117266117000794 | ||
129 | $3.92B | SPY, FE, SPY, NORFOLK SOUTHN CORP | 13F-HR | Nov 14, 2016 | 000117266116004322 | ||
124 | $3.47B | SPY, PCG, FE, D | 13F-HR | Aug 15, 2016 | 000117266116003888 | ||
117 | $3.02B | PCG, FE, CSX, FE | 13F-HR | May 16, 2016 | 000117266116003433 | ||
125 | $2.68B | FE, DUK, PCG, CJ3A | 13F-HR | Feb 16, 2016 | 000117266116002922 | ||
134 | $3.24B | DUK, FE, NEE, PCG | 13F-HR | Nov 16, 2015 | 000117266115002085 | ||
137 | $3.07B | SPY, FE, D, DUK | 13F-HR | Aug 14, 2015 | 000117266115001647 | ||
112 | $2.82B | FE, PEO, DUK, CJ3A | 13F-HR | May 15, 2015 | 000117266115001214 | ||
1 | $18.53M | 2T4 | NEW HOLDINGS | Mar 5, 2015 | 000117266115000762 | ||
125 | $2.88B | SPY, SPY, CJ3A, FE | 13F-HR | Feb 17, 2015 | 000117266115000696 | ||
143 | $3.11B | SPY, PEO, CJ3A, SPY | 13F-HR | Nov 14, 2014 | 000117266114001853 | ||
143 | $2.61B | PEO, SPY, CJ3A, DUK | 13F-HR | Aug 14, 2014 | 000117266114001474 | ||
128 | $1.65B | 1824906D, CJ3A, DUK, PCG | 13F-HR | May 15, 2014 | 000117266114001117 | ||
138 | $1.72B | PEO, CJ3A, SPY, 1824906D | RESTATEMENT | Feb 26, 2014 | 000117266114000757 |