Filer Name: LUMINUS MANAGEMENT LLC
CIK: 1279151
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 15
Portfolio Value: $0.05B

Luminus Management Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
163851908 - CALL/CC @ 25 EXP 10/18/2024 1,857,700 $31M 36.27% 145.1% Call
OI US O-I GLASS INC 1,670,634 $18M 20.92% -46.4% -
BATL US BATTALION OIL CORP 6,151,448 $11M 12.22% - -
CC US CHEMOURS CO/THE 601,541 $10M 11.74% -62.8% -
BERY US BERRY GLOBAL GROUP INC 58,627 $4M 4.38% -69.0% -
67098H904 - CALL/OI @ 12 EXP 11/15/2024 246,000 $3M 3.08% -38.7% Call
KRO US KRONOS WORLDWIDE INC 260,300 $3M 2.93% 100.0% -
AVNT US AVIENT CORP 46,300 $2M 2.19% 100.0% -
APD US AIR PRODUCTS & CHEMICALS INC 5,000 $1M 1.68% -77.3% -
ESI US ELEMENT SOLUTIONS INC 46,500 $1M 1.37% 100.0% -
FMC US FMC CORP 20,400 $1M 1.15% 37.1% -
LUCD US LUCID DIAGNOSTICS INC 1,016,720 $1M 0.96% -11.8% -
TROX US TRONOX HOLDINGS PLC 50,993 $1M 0.59% -95.6% -
SEE US SEALED AIR CORP 12,000 $0M 0.47% -94.8% -
28618M906 - ELEMENT SOLUTIONS INC 2,200 $0M 0.06% 100.0% Call
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