0001104659-23-118207.txt : 20231114 0001104659-23-118207.hdr.sgml : 20231114 20231114165859 ACCESSION NUMBER: 0001104659-23-118207 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LUMINUS MANAGEMENT LLC CENTRAL INDEX KEY: 0001279151 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10672 FILM NUMBER: 231407641 BUSINESS ADDRESS: STREET 1: 1811 BERING DRIVE STREET 2: SUITE 400 CITY: HOUSTON STATE: TX ZIP: 77057 BUSINESS PHONE: 212-424-2868 MAIL ADDRESS: STREET 1: 1811 BERING DRIVE STREET 2: SUITE 400 CITY: HOUSTON STATE: TX ZIP: 77057 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001279151 XXXXXXXX 09-30-2023 09-30-2023 false LUMINUS MANAGEMENT LLC

1811 Bering Drive Suite 400 Houston TX 77057

13F HOLDINGS REPORT 028-10672 N Carlos Treistman 713-826-6262 /s/ Carlos Treistman Houston TX 11-14-2023 0 28 324295211 INFORMATION TABLE 2 infotable.xml AIR PRODUCTS & CHEMICALS INC CMN COM 009158106 15806918 55776 SH SOLE 55776 0 0 ARCH RESOURCES, INC. CMN COM 03940R107 40114657 235056 SH SOLE 235056 0 0 ASHLAND GLOBAL HOLDINGS INC. CMN COM 044186104 19318627 236516 SH SOLE 236516 0 0 BATTALION OIL CORPORATION CMN COM 07134L107 38015949 6151448 SH SOLE 6151448 0 0 BERRY GLOBAL GROUP INC CMN COM 08579W103 24527999 396188 SH SOLE 396188 0 0 CALL/SEE @ 40 EXP 10/20/2023 CALL 81211K100 2990260 91000 SH SOLE 91000 0 0 CHEMOURS COMPANY (THE) CMN COM 163851108 17764654 633321 SH SOLE 633321 0 0 H.B. FULLER COMPANY CMN COM 359694106 28154181 410351 SH SOLE 410351 0 0 MRC GLOBAL INC. CMN COM 55345K103 42077 4105 SH SOLE 4105 0 0 O-I GLASS, INC. CMN COM 67098H104 35813543 2140678 SH SOLE 2140678 0 0 OLIN CORPORATION CMN COM 680665205 26227155 524753 SH SOLE 524753 0 0 PPG INDUSTRIES, INC. CMN COM 693506107 13642240 105102 SH SOLE 105102 0 0 SEALED AIR CORPORATION CMN COM 81211K100 13451833 409368 SH SOLE 409368 0 0 SUNNOVA ENERGY INTERNATIONAL INC. CMN COM 86745K104 476385 45500 SH SOLE 45500 0 0 TRONOX HOLDINGS PLC CMN COM G9087Q102 17050723 1268655 SH SOLE 1268655 0 0 PORCH GROUP INC COM 733245104 1825915 2275000 SH SOLE 2275000 0 0 TENARIS S A ADR SPONSORED ADS 88031M109 1965520 62200 SH SOLE 62200 0 0 CALAMP CORP COM 128126109 684196 1686873 SH SOLE 1686873 0 0 CONTANGO ORE INC COM 21077F100 509063 28063 SH SOLE 28063 0 0 COEUR MINING INC COM 192108504 445760 200793 SH SOLE 200793 0 0 LUCID DIAGNOSTICS INC COM 54948X109 1023867 875100 SH SOLE 875100 0 0 IPATH SERIES B S&P 500 VIX IPTH SR B S&P 06748F324 1679110 72003 SH SOLE 72003 0 0 ANTERIX INC COM 03676C100 3608700 115000 SH SOLE 115000 0 0 NOGIN INC COM 65528N204 164207 309241 SH SOLE 309241 0 0 ZEROFOX HOLDINGS INC COM 98955G103 1494640 1700000 SH SOLE 1700000 0 0 TERAWULF INC COM 88080T104 1385235 1099393 SH SOLE 1099393 0 0 WESTLAKE CORP COM 960413102 15022735 120500 SH SOLE 120500 0 0 OCUGEN INC COM 67577C105 1089062 2722656 SH SOLE 2722656 0 0