Filer Snapshot

LUMINUS MANAGEMENT LLC

CIK 0001279151. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

59

Latest filing

22 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Largest parsed holding

OI

$28.61M reported value

Open holding

13D/G large stake

BATL

21 May 2026 · 39% ownership

Open 13D/G

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Source: SEC Schedule 13D/G

SCHEDULE 13D/A filed on 22 May 2026 for CIK 0001279151.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$165.5M

Quarterly institutional holdings reported on Form 13F; not total AUM.

Forms 3/4/5 positions$4.17M

Reporting-owner positions with enough filing detail to estimate value.

Latest reported 13F value

13F
$165.5M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Forms 3/4/5 position value

3/4/5
$4.17M

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Source: Forms 3/4/5Confidence: Estimated when price data is available

Largest 13F holdings

13F
OI CC FUL KWR AVNT
+15 moreMEOH SEE AXTA BATL SOLS PPG GXO KRO CVX VXX MXCT GEMI NXDR CGC SGMO

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

BATL

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

OI CC FUL KWR AVNT MEOH SEE AXTA
+12 moreBATL SOLS PPG GXO KRO CVX VXX MXCT GEMI NXDR CGC SGMO

Largest active 13D stakes

Active large-stake positions disclosed in parsed Schedule 13D filings.

BATL
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
1811 Bering Drive, Suite 400, Houston, TX, 77057
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 1 profile field available
Incorporated in
DE

Filer intelligence

What SEC filings say about LUMINUS MANAGEMENT LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Latest parsed 13F shows $165.5M across 24 reported holdings for Q1 2026.
  • Largest parsed 13F holding: OI at $28.61M.
  • 1 recent 13D/G stake row found; top row is BATL at 39% ownership.
  • Forms 3/4/5 show insider context for BATL worth $4.17M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 24 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes 1 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 1 rows

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 15 May 2026

Top 5 concentration

60%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$99.53M

Compared with $165.5M total 13F value.

Top 5 net change

+$58.3M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: FUL · Largest trim: VG

OI CC FUL KWR AVNT Other holdings

OI

17.3%

O I Glass Inc

$28.61M

CC

12.5%

Chemours Co

$20.72M

FUL

10.9%

H.B. Fuller Company

$18.04M

KWR

10.2%

Quaker Houghton

$16.92M

AVNT

9.2%

Avient Corporation

$15.24M

13D/G large-stake context

BATL

21 May 2026 · Common Stock

39%

Forms 3/4/5 insider context

BATL

09 Apr 2026 · 10% owner

$4.17M

Latest update

What changed recently for LUMINUS MANAGEMENT LLC

Ownership report updated

Latest ownership report period: 09 Apr 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

26 May 2026

Page type

Ownership filings

Latest period

09 Apr 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 26 May 2026.

Benchmark Context

Benchmark context for this company

LUMINUS MANAGEMENT LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest ownership report period: 09 Apr 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

SEC filing record

CIK 0001279151 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
59
First seen
14 Feb 2014
Latest filing
22 May 2026
Entity
Company

Latest Filings

Showing the latest 12 of 59 SEC filings for LUMINUS MANAGEMENT LLC.

SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
22 May 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
06 Apr 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
01 Apr 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
27 Mar 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
17 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
03 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
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