LUMINUS MANAGEMENT LLC - Portfolio Stock Holdings

LUMINUS MANAGEMENT LLC disclosed 32 stock positions in a recent SEC 13F filing. $169,343,229 of stock holdings were filed, with the largest holdings including OI, CC, and FUL. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $442,810,056 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.