LUMINUS MANAGEMENT LLC at 2023-06-30

Filling information for LUMINUS MANAGEMENT LLC as Treemap, investor disclosed 27 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings

Product name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount
128126109 128126109 CALAMP CORP COM 534081 503850
92719V100 92719V100 VIMEO INC COM 1736992 421600
78573M104 78573M104 SABRE CORP COM 765600 240000
960413102 960413102 WESTLAKE CORP CMN COM 14533406 121649
03940R107 03940R107 ARCH RESOURCES, INC. CMN COM 44023083 390414
08579W103 08579W103 BERRY GLOBAL GROUP INC CMN COM 23326081 362544
824348106 824348106 SHERWIN-WILLIAMS CO CMN COM 3982800 15000
680665205 680665205 OLIN CORPORATION CMN COM 12280359 238964
009158106 009158106 AIR PRODUCTS & CHEMICALS INC CMN COM 13007390 43426
86745K104 86745K104 SUNNOVA ENERGY INTERNATIONAL INC. CMN COM 833105 45500
044186104 044186104 ASHLAND GLOBAL HOLDINGS INC. CMN COM 42823425 492733
G9087Q102 G9087Q102 TRONOX HOLDINGS PLC CMN COM 35499360 2793026
03676C100 03676C100 ANTERIX INC COM 3436781 108450
65528N204 65528N204 NOGIN INC COM 360250 275000
98955G103 98955G103 ZEROFOX HOLDINGS INC COM 1640648 1640648
044186954 044186954 PUT/ASH @ 80 EXP 07/21/2023 PUT 5214600 60000
88080T104 88080T104 TERAWULF INC COM 974570 556897
163851108 163851108 CHEMOURS COMPANY (THE) CMN COM 24690403 669298
44486Q103 44486Q103 HUMACYTE INC COM 1144000 400000
54948X109 54948X109 LUCID DIAGNOSTICS INC COM 1220945 878378
359694106 359694106 H.B. FULLER COMPANY CMN COM 13107497 183296
67577C105 67577C105 OCUGEN INC COM 2215434 4079238
07134L107 07134L107 BATTALION OIL CORPORATION CMN COM 35124768 6151448
67098H104 67098H104 O-I GLASS, INC. CMN COM 26950583 1263506
693506107 693506107 PPG INDUSTRIES, INC. CMN COM 20911486 141008
66979W842 66979W842 NOUVEAU MONDE GRAPHITE INC COM 760000 250000
733245104 733245104 PORCH GROUP INC COM 1552500 1125000

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