LUMINUS MANAGEMENT LLC - Q1 2018 holdings

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$4.82 Billion is the total value of LUMINUS MANAGEMENT LLC's 136 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 75.0% .

All

			Value		Shares		↓ Weighting
BERY	Buy	BERRY GLOBAL GROUP INC	$303,043,000	+35.4%	5,528,974	+44.9%	6.28%	+32.2%
APD	Buy	AIR PRODS & CHEMS INC	$267,913,000	+51.5%	1,684,671	+56.3%	5.55%	+47.9%
SPY	Sell	SPY US 09/18 P274.00put	$231,782,000	-43.9%	880,800	-43.1%	4.80%	-45.3%
NRG	Sell	NRG ENERGY INC	$220,422,000	-18.4%	7,219,859	-23.9%	4.57%	-20.3%
COG	Buy	CABOT OIL & GAS CORP	$207,132,000	+53.2%	8,637,704	+82.7%	4.29%	+49.5%
ETN	Buy	EATON CORP PLC	$188,971,000	+16.4%	2,364,795	+15.1%	3.92%	+13.7%
VST	Buy	VISTRA ENERGY CORP	$146,248,000	+81.6%	7,021,007	+59.7%	3.03%	+77.3%
ASH	Buy	ASHLAND GLOBAL HLDGS INC	$145,938,000	+8.8%	2,091,106	+11.0%	3.03%	+6.2%
DUK	Buy	DUKE ENERGY CORP NEW	$145,739,000	+399.7%	1,881,226	+442.6%	3.02%	+388.0%
SPY	New	SPDR S&P 500 ETF TRtr unit	$142,294,000	–	540,734	+100.0%	2.95%	–
DWDP	Buy	DOWDUPONT INC	$133,533,000	-10.2%	2,095,947	+0.4%	2.77%	-12.3%
WAB	Buy	WABTEC CORP	$122,623,000	+15.2%	1,506,430	+15.3%	2.54%	+12.5%
NUE	Buy	NUCOR CORP	$120,111,000	+14.2%	1,966,124	+18.8%	2.49%	+11.5%
AEE	New	AMEREN CORP	$105,025,000	–	1,854,586	+100.0%	2.18%	–
XOGAQ	Buy	EXTRACTION OIL & GAS INC	$96,778,000	-7.6%	8,444,870	+15.3%	2.01%	-9.8%
TS	Sell	TENARIS S Asponsored adr	$90,582,000	-20.2%	2,612,695	-26.7%	1.88%	-22.1%
UPS	Sell	UNITED PARCEL SERVICE INCcl b	$81,936,000	-18.5%	782,874	-7.2%	1.70%	-20.4%
ACM	Buy	AECOM	$72,858,000	+32.9%	2,044,859	+38.6%	1.51%	+29.7%
RS	Buy	RELIANCE STEEL & ALUMINUM CO	$70,865,000	+74.9%	826,505	+75.0%	1.47%	+70.8%
FE	Sell	FIRSTENERGY CORP	$64,324,000	-46.5%	1,891,324	-51.9%	1.33%	-47.8%
GTE	Sell	GRAN TIERRA ENERGY INC	$64,118,000	-2.1%	23,002,871	-5.1%	1.33%	-4.4%
PPL	Buy	PPL CORP	$62,454,000	+26.6%	2,207,635	+38.5%	1.30%	+23.6%
STN	Buy	STANTEC INC	$59,218,000	+5.3%	2,403,011	+19.5%	1.23%	+2.8%
CNI	New	CANADIAN NATL RY CO	$57,882,000	–	791,500	+100.0%	1.20%	–
VNTR	Buy	VENATOR MATLS PLC	$56,893,000	+16.7%	3,145,023	+42.7%	1.18%	+14.0%
NEE	New	NEXTERA ENERGY INC	$54,193,000	–	331,800	+100.0%	1.12%	–
CPE	Sell	CALLON PETE CO DEL	$52,982,000	-10.7%	4,001,653	-18.1%	1.10%	-12.9%
TEL	Buy	TE CONNECTIVITY LTD	$49,400,000	+112.0%	494,495	+101.7%	1.02%	+106.9%
WLK	Buy	WESTLAKE CHEMICAL CORP	$48,485,000	+796.5%	436,214	+759.3%	1.00%	+773.9%
MRC	Buy	MRC GLOBAL INC	$46,767,000	+92.1%	2,844,692	+97.7%	0.97%	+87.6%
X	New	UNITED STATES STL CORP NEW	$46,415,000	–	1,318,976	+100.0%	0.96%	–
SUM	Buy	SUMMIT MATLS INCcl a	$45,525,000	+48.7%	1,503,468	+54.4%	0.94%	+45.2%
FOE	Buy	FERRO CORP	$40,446,000	+257.8%	1,741,858	+263.5%	0.84%	+249.6%
NI	Buy	NISOURCE INC	$37,608,000	+53.5%	1,572,904	+64.8%	0.78%	+50.0%
OLN	Sell	OLIN CORP	$37,318,000	-37.7%	1,227,982	-27.0%	0.77%	-39.2%
ESV	Buy	ENSCO PLC	$35,672,000	+69.6%	8,125,761	+128.3%	0.74%	+65.5%
FTV	Buy	FORTIVE CORP	$35,418,000	+71.4%	456,887	+60.0%	0.73%	+67.2%
ATO	Buy	ATMOS ENERGY CORP	$34,370,000	-1.7%	408,000	+0.2%	0.71%	-4.0%
CHRW	Sell	C H ROBINSON WORLDWIDE INC	$31,883,000	-71.3%	340,227	-72.7%	0.66%	-72.0%
HCC	Buy	WARRIOR MET COAL INC	$31,610,000	+20.3%	1,128,526	+8.0%	0.66%	+17.4%
WR	Buy	WESTAR ENERGY INC	$31,449,000	+33.1%	598,000	+33.6%	0.65%	+29.9%
PEG	Buy	PUBLIC SVC ENTERPRISE GROUP	$30,879,000	+39.2%	614,630	+42.7%	0.64%	+35.9%
AEP	New	AMERICAN ELEC PWR INC	$30,410,000	–	443,360	+100.0%	0.63%	–
RDC	New	ROWAN COMPANIES PLC	$30,320,000	–	2,627,369	+100.0%	0.63%	–
D	Buy	DOMINION ENERGY INC	$27,355,000	-0.2%	405,679	+20.0%	0.57%	-2.6%
PSX	Buy	PHILLIPS 66	$25,357,000	+16.9%	264,353	+23.3%	0.53%	+14.3%
EIX	Sell	EDISON INTL	$25,101,000	-30.6%	394,300	-31.0%	0.52%	-32.3%
TROX	Buy	TRONOX LTD	$25,000,000	+1.2%	1,355,775	+12.5%	0.52%	-1.3%
MON	New	MONSANTO CO NEW	$24,621,000	–	210,997	+100.0%	0.51%	–
DYNC		DYNEGY INC NEW DELunit 07/01/20191	$24,118,000	+10.9%	274,478	0.0%	0.50%	+8.2%
ARCH	New	ARCH COAL INCcl a	$23,946,000	–	260,622	+100.0%	0.50%	–
BTEGF	Sell	BAYTEX ENERGY CORP	$23,644,000	-15.0%	8,640,353	-6.8%	0.49%	-17.1%
PCG	Buy	PG&E CORP	$23,644,000	+31.2%	538,222	+33.8%	0.49%	+27.9%
HLX	Buy	HELIX ENERGY SOLUTIONS GRP I	$22,641,000	+22.9%	3,910,351	+60.1%	0.47%	+19.9%
TOO	Sell	TEEKAY OFFSHORE PARTNERS L Ppartnership un	$21,652,000	-16.4%	9,538,496	-13.0%	0.45%	-18.4%
DE	New	DEERE & CO	$21,138,000	–	136,095	+100.0%	0.44%	–
LYB	New	LYB US 05/18 C115.00call	$21,136,000	–	200,000	+100.0%	0.44%	–
OGE	Buy	OGE ENERGY CORP	$21,100,000	+2521.1%	643,870	+2530.8%	0.44%	+2470.6%
PE	Sell	PARSLEY ENERGY INCcl a	$20,293,000	-23.4%	700,000	-22.2%	0.42%	-25.2%
SWX	Buy	SOUTHWEST GAS HOLDINGS INC	$17,557,000	+134.1%	259,609	+178.6%	0.36%	+128.9%
AWK		AMERICAN WTR WKS CO INC NEW	$16,904,000	-10.2%	205,816	0.0%	0.35%	-12.5%
RIG	Buy	TRANSOCEAN LTD	$16,809,000	+90.1%	1,697,865	+105.1%	0.35%	+85.1%
VLO	New	VALERO ENERGY CORP NEW	$16,158,000	–	174,171	+100.0%	0.34%	–
CAT	New	CATERPILLAR INC DEL	$15,534,000	–	105,400	+100.0%	0.32%	–
BHP	Sell	BHP BILLITON LTDsponsored adr	$15,276,000	-49.1%	343,826	-47.3%	0.32%	-50.2%
XEC	New	CIMAREX ENERGY CO	$15,231,000	–	162,900	+100.0%	0.32%	–
NEBLQ	Buy	NOBLE CORP PLC	$14,960,000	-11.9%	4,032,339	+7.4%	0.31%	-14.1%
ORIG	New	OCEAN RIG UDW INC	$14,134,000	–	560,219	+100.0%	0.29%	–
TMST	Buy	TIMKENSTEEL CORP	$12,973,000	+273.6%	854,040	+273.6%	0.27%	+263.5%
RYI		RYERSON HLDG CORP	$12,665,000	-21.6%	1,554,007	0.0%	0.26%	-23.3%
J	New	JACOBS ENGR GROUP INC DEL	$12,046,000	–	203,650	+100.0%	0.25%	–
WTTR	Buy	SELECT ENERGY SVCS INC	$11,897,000	+2.5%	942,696	+48.2%	0.25%	+0.4%
ANDV	Sell	ANDEAVOR	$11,371,000	-28.0%	113,076	-18.1%	0.24%	-29.6%
PPG	New	PPG US 04/18 C125.00put	$10,557,000	–	94,600	+100.0%	0.22%	–
MTZ	Sell	MASTEC INC	$10,375,000	-59.1%	220,515	-57.4%	0.22%	-60.0%
BA	New	BOEING CO	$10,228,000	–	31,195	+100.0%	0.21%	–
EMN	Buy	EASTMAN CHEM CO	$10,095,000	+102.8%	95,613	+77.9%	0.21%	+97.2%
PPG	Buy	PPG INDS INC	$10,060,000	+101.2%	90,146	+110.7%	0.21%	+97.2%
PQG	Sell	PQ GROUP HLDGS INC	$9,891,000	-25.9%	708,019	-12.8%	0.20%	-27.8%
CPG	Buy	CRESCENT PT ENERGY CORP	$9,633,000	+68.6%	1,418,545	+89.1%	0.20%	+65.3%
BBL	New	BHP BILLITON PLCsponsored adr	$9,388,000	–	236,306	+100.0%	0.20%	–
CVE	Sell	CENOVUS ENERGY INC	$9,354,000	-47.5%	1,100,000	-43.6%	0.19%	-48.7%
TSLA	New	TSLA US 05/18 P300.00put	$9,315,000	–	35,000	+100.0%	0.19%	–
PWR	Sell	QUANTA SVCS INC	$9,074,000	-81.2%	264,160	-78.6%	0.19%	-81.7%
CMS		CMS ENERGY CORP	$8,859,000	-4.2%	195,600	0.0%	0.18%	-6.1%
DY	New	DYCOM INDS INC	$8,686,000	–	80,700	+100.0%	0.18%	–
PAGP	New	PLAINS GP HLDGS L Pltd partnr int a	$7,957,000	–	365,833	+100.0%	0.16%	–
CGIPQ	Buy	CELADON GROUP INC	$7,498,000	-1.6%	2,026,613	+70.2%	0.16%	-4.3%
MTDR	New	MATADOR RES CO	$5,192,000	–	173,577	+100.0%	0.11%	–
CMC	Sell	COMMERCIAL METALS CO	$5,186,000	-65.0%	253,480	-63.5%	0.11%	-65.6%
WMB	New	WILLIAMS COS INC DEL	$4,972,000	–	200,000	+100.0%	0.10%	–
ASH	New	ASH US 04/18 C85.00call	$4,990,000	–	71,500	+100.0%	0.10%	–
OBE	Buy	OBSIDIAN ENERGY LTD	$4,821,000	+128.7%	4,821,200	+183.6%	0.10%	+122.2%
CE	Sell	CELANESE CORP DEL	$4,660,000	-7.1%	46,500	-0.7%	0.10%	-8.5%
KBR	New	KBR INC	$4,527,000	–	279,633	+100.0%	0.09%	–
BMS	New	BMS US 04/18 C50.00call	$4,352,000	–	100,000	+100.0%	0.09%	–
TKR	Sell	TIMKEN CO	$4,279,000	-48.2%	93,843	-44.2%	0.09%	-49.4%
ECA	New	ENCANA CORP	$4,119,000	–	375,000	+100.0%	0.08%	–
OASPQ	Sell	OASIS PETE INC NEW	$4,050,000	-86.6%	500,000	-86.1%	0.08%	-86.9%
OGS	New	ONE GAS INC	$3,961,000	–	60,000	+100.0%	0.08%	–
AAVVF	Buy	ADVANTAGE OIL & GAS LTD	$3,700,000	+1.5%	1,252,600	+47.7%	0.08%	0.0%
FMC	New	F M C CORP	$3,599,000	–	47,000	+100.0%	0.08%	–
UTX	New	UNITED TECHNOLOGIES CORP	$3,410,000	–	27,100	+100.0%	0.07%	–
TCO	New	TAUBMAN CTRS INC	$3,370,000	–	59,220	+100.0%	0.07%	–
ADM	New	ARCHER DANIELS MIDLAND CO	$3,253,000	–	75,000	+100.0%	0.07%	–
AME	New	AMETEK INC NEW	$2,803,000	–	36,900	+100.0%	0.06%	–
BERY	New	BERY US 05/18 C57.50call	$2,741,000	–	50,000	+100.0%	0.06%	–
RNGR	Sell	RANGER ENERGY SVCS INC	$2,761,000	-22.3%	339,177	-11.9%	0.06%	-24.0%
IMO	Sell	IMPERIAL OIL LTD	$2,645,000	-57.6%	100,000	-50.0%	0.06%	-58.3%
PAH	Sell	PLATFORM SPECIALTY PRODS COR	$2,408,000	-21.9%	250,000	-19.6%	0.05%	-24.2%
VYGR	New	VOYAGER THERAPEUTICS INC	$2,349,000	–	125,000	+100.0%	0.05%	–
HUN	Sell	HUNTSMAN CORP	$2,276,000	-84.9%	77,800	-82.8%	0.05%	-85.3%
RSPP	New	RSP PERMIAN INC	$2,204,000	–	47,024	+100.0%	0.05%	–
EXPD		EXPEDITORS INTL WASH INC	$2,152,000	-2.1%	34,000	0.0%	0.04%	-4.3%
MOS	New	MOSAIC CO NEW	$2,063,000	–	84,971	+100.0%	0.04%	–
IQ	New	IQIYI INCsponsored ads	$1,944,000	–	125,000	+100.0%	0.04%	–
MDR	New	MCDERMOTT INTL INC	$1,943,000	–	319,036	+100.0%	0.04%	–
AXTA	New	AXALTA COATING SYS LTD	$1,950,000	–	64,598	+100.0%	0.04%	–
GTES	New	GATES INDUSTRIAL CORPRATIN P	$1,787,000	–	102,059	+100.0%	0.04%	–
AKS		AK STL HLDG CORP	$1,803,000	-20.0%	398,076	0.0%	0.04%	-22.9%
AMLP	New	ALPS ETF TRalerian mlp	$1,756,000	–	187,400	+100.0%	0.04%	–
FSLR	Sell	FIRST SOLAR INC	$1,657,000	-86.6%	23,349	-87.2%	0.03%	-87.0%
BG	Sell	BUNGE LIMITED	$1,479,000	-88.9%	20,000	-90.0%	0.03%	-89.1%
BKI	New	BLACK KNIGHT INC	$1,413,000	–	30,000	+100.0%	0.03%	–
IEA	New	INFRA AND ENERGY ALTRNTIVE I	$1,215,000	–	137,500	+100.0%	0.02%	–
EPEGQ	Sell	EP ENERGY CORPcl a	$1,016,000	-80.7%	758,461	-66.0%	0.02%	-81.2%
FDX	New	FEDEX CORP	$948,000	–	3,950	+100.0%	0.02%	–
DAN	New	DANA INCORPORATED	$972,000	–	37,735	+100.0%	0.02%	–
GM	New	GENERAL MTRS CO	$913,000	–	25,125	+100.0%	0.02%	–
RRTS		ROADRUNNER TRNSN SVCS HLDG I	$506,000	-67.0%	199,021	0.0%	0.01%	-69.7%
GE	New	GENERAL ELECTRIC CO	$78,000	–	5,816	+100.0%	0.00%	–
BADFF		BADGER DAYLIGHTING LTD CMN	$100,000	-7.4%	5,000	0.0%	0.00%	0.0%
DYNWSA		DYNEGY INC NEW DEL*w exp 02/02/202	$48,000	-97.7%	176,593	0.0%	0.00%	-97.7%
GXP	New	GREAT PLAINS ENERGY INC	$31,000	–	982	+100.0%	0.00%	–
CEM	Exit	CLEARBRIDGE ENERGY MLP FD IN	$0	–	-11,700	-100.0%	-0.00%	–
POL	Exit	POLYONE CORPcall	$0	–	-4,700	-100.0%	-0.00%	–
ES	Exit	EVERSOURCE ENERGY	$0	–	-4,034	-100.0%	-0.01%	–
AGR	Exit	AVANGRID INC	$0	–	-4,756	-100.0%	-0.01%	–
DLPH	Exit	DELPHI TECHNOLOGIES PLC	$0	–	-7,160	-100.0%	-0.01%	–
GCP	Exit	GCP APPLIED TECHNOLOGIES INC	$0	–	-14,946	-100.0%	-0.01%	–
KED	Exit	KAYNE ANDERSON ENERGY DEV CO	$0	–	-38,789	-100.0%	-0.01%	–
DK	Exit	DELEK US HLDGS INC NEW	$0	–	-23,372	-100.0%	-0.02%	–
NWE	Exit	NORTHWESTERN CORP	$0	–	-14,562	-100.0%	-0.02%	–
JMF	Exit	NUVEEN ENERGY MLP TOTL RTRNF	$0	–	-76,914	-100.0%	-0.02%	–
F	Exit	FORD MTR CO DEL	$0	–	-72,200	-100.0%	-0.02%	–
SCG	Exit	SCANA CORP NEW	$0	–	-23,545	-100.0%	-0.02%	–
HUBG	Exit	HUB GROUP INCcl a	$0	–	-20,920	-100.0%	-0.02%	–
RGR	Exit	STURM RUGER & CO INC	$0	–	-18,200	-100.0%	-0.02%	–
NTG	Exit	TORTOISE MLP FD INC	$0	–	-58,078	-100.0%	-0.02%	–
BKH	Exit	BLACK HILLS CORP	$0	–	-16,944	-100.0%	-0.02%	–
AGU	Exit	AGRIUM INC	$0	–	-9,000	-100.0%	-0.02%	–
AKR	Exit	ACADIA RLTY TR	$0	–	-40,311	-100.0%	-0.02%	–
WFTIQ	Exit	WEATHERFORD INTL PLC	$0	–	-270,000	-100.0%	-0.02%	–
FMO	Exit	FIDUCIARY CLAYMORE MLP OPP F	$0	–	-92,445	-100.0%	-0.03%	–
YRCW	Exit	YRC WORLDWIDE INC	$0	–	-117,665	-100.0%	-0.04%	–
TRQ	Exit	TURQUOISE HILL RES LTD	$0	–	-500,000	-100.0%	-0.04%	–
APTV	Exit	APTIV PLC	$0	–	-24,355	-100.0%	-0.04%	–
KYN	Exit	KAYNE ANDERSON MLP INVT CO	$0	–	-118,965	-100.0%	-0.05%	–
TYG	Exit	TORTOISE ENERGY INFRA CORP	$0	–	-92,219	-100.0%	-0.06%	–
SRCI	Exit	SRC ENERGY INC	$0	–	-313,084	-100.0%	-0.06%	–
DOFSQ	Exit	DIAMOND OFFSHORE DRILLING INput	$0	–	-150,000	-100.0%	-0.06%	–
SAFM	Exit	SANDERSON FARMS INC	$0	–	-20,000	-100.0%	-0.06%	–
AMJ	Exit	JPMORGAN CHASE & COalerian ml etn	$0	–	-105,000	-100.0%	-0.06%	–
DAR	Exit	DARLING INGREDIENTS INC	$0	–	-168,602	-100.0%	-0.06%	–
GE	Exit	GENERAL ELECTRIC COcall	$0	–	-200,000	-100.0%	-0.07%	–
ATUS	Exit	ALTICE USA INCcl a	$0	–	-185,000	-100.0%	-0.08%	–
MB	Exit	MINDBODY INC	$0	–	-150,000	-100.0%	-0.10%	–
POL	Exit	POLYONE CORP	$0	–	-113,948	-100.0%	-0.10%	–
TRN	Exit	TRINITY INDS INC	$0	–	-149,400	-100.0%	-0.12%	–
ZTO	Exit	ZTO EXPRESS CAYMAN INCsponsored adr	$0	–	-359,400	-100.0%	-0.12%	–
BKR	Exit	BAKER HUGHES A GE COcl a	$0	–	-180,000	-100.0%	-0.12%	–
DOV	Exit	DOVER CORP	$0	–	-58,700	-100.0%	-0.13%	–
DQ	Exit	DAQO NEW ENERGY CORPspnsrd adr new	$0	–	-108,227	-100.0%	-0.14%	–
NEXA	Exit	NEXA RES S A	$0	–	-335,234	-100.0%	-0.14%	–
OEC	Exit	ORION ENGINEERED CARBONS S A	$0	–	-286,580	-100.0%	-0.16%	–
HUBB	Exit	HUBBELL INC	$0	–	-57,900	-100.0%	-0.17%	–
JKS	Exit	JINKOSOLAR HLDG CO LTDput	$0	–	-380,000	-100.0%	-0.19%	–
AOBC	Exit	AMERICAN OUTDOOR BRANDS CORP	$0	–	-1,273,160	-100.0%	-0.35%	–
IWM	Exit	ISHARES TRrussell 2000 etf	$0	–	-114,602	-100.0%	-0.37%	–
VALE	Exit	VALE S Aadr	$0	–	-1,630,100	-100.0%	-0.42%	–
MPC	Exit	MARATHON PETE CORP	$0	–	-315,000	-100.0%	-0.44%	–
CLF	Exit	CLEVELAND CLIFFS INC	$0	–	-3,754,600	-100.0%	-0.58%	–
EXC	Exit	EXELON CORP	$0	–	-874,855	-100.0%	-0.73%	–
SO	Exit	SOUTHERN CO	$0	–	-1,469,630	-100.0%	-1.50%	–
ETR	Exit	ENTERGY CORP NEW	$0	–	-1,052,890	-100.0%	-1.82%	–
SPY	Exit	SPDR S&P 500 ETF TRcall	$0	–	-1,550,000	-100.0%	-8.78%	–

Original filings

The following EDGAR filing(s) were analyzed to create this report:

View 13F-HR filed 2018-05-15

Signatures

The EDGAR filing(s) were signed by:

Shawn R. Singh — General Counsel & CCO

Top long-term holdings

Name	Quarters owned	Latest quarter owned	Max weighting
AIR PRODUCTS & CHEMICALS INC CMN	38	Q2 2024	6.9%
BERRY PLASTICS GROUP INC	36	Q2 2024	7.6%
ASHLAND INC	32	Q2 2024	12.9%
PPG INDUSTRIES, INC. CMN	30	Q2 2024	6.3%
FERRO CORPORATION	30	Q3 2021	2.8%
AECOM TECHNOLOGY CORP DELAWA	27	Q2 2021	6.3%
SPY US 09/18 P274.00	26	Q2 2021	15.8%
FIRSTENERGY CORP	26	Q1 2020	8.9%
DOMINION RES INC VA NEW	26	Q4 2021	4.6%
MARATHON PETROLEUM CORPORATION	26	Q1 2020	2.5%

View LUMINUS MANAGEMENT LLC's complete holdings history.

Latest significant ownerships (13-D/G)

LUMINUS MANAGEMENT LLC Q1 2018 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
	Filed	Shares	Percentage
BATTALION OIL CORP	June 20, 2024	16,661,693	61.8%
ARCH RESOURCES, INC.	February 17, 2021	851,512	5.6%
Valaris plc	September 15, 2020	10,183,145	5.1%
BAYTEX ENERGY CORP.	February 14, 2020	14,246,192	-
Extraction Oil & Gas, Inc.^{Sold out}	February 14, 2020	0	-
GRAN TIERRA ENERGY INC.	February 14, 2020	16,728,949	-
Oasis Petroleum Inc.	February 14, 2020	1,132,364	-
TimkenSteel Corp^{Sold out}	February 14, 2020	0	0.0%
Tronox Holdings plc	February 14, 2020	3,302,849	2.3%
HALCON RESOURCES CORP	August 15, 2019	16,383,937	9.9%

View LUMINUS MANAGEMENT LLC's complete significant-ownership history.

Latest filings

Type	Filed
N-PX	2024-09-03
13F-HR	2024-08-14
SC 13D/A	2024-06-20
13F-HR	2024-05-15
4	2024-05-15
SC 13D/A	2024-05-15
4	2024-03-29
SC 13D/A	2024-03-29
13F-HR	2024-02-15
4	2023-12-19

View LUMINUS MANAGEMENT LLC's complete filings history.

All filings

View complete filings history.

Compare quarters

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