0001104659-24-024405.txt : 20240215 0001104659-24-024405.hdr.sgml : 20240215 20240215105034 ACCESSION NUMBER: 0001104659-24-024405 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240215 DATE AS OF CHANGE: 20240215 EFFECTIVENESS DATE: 20240215 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LUMINUS MANAGEMENT LLC CENTRAL INDEX KEY: 0001279151 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10672 FILM NUMBER: 24642687 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 12-31-2023 12-31-2023 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 02-14-2024 0 24 361655706 INFORMATION TABLE 2 infotable.xml ARCH RESOURCES, INC. CMN COM 03940R107 6274350 32975 SH SOLE 6274350 0 0 BATTALION OIL CORPORATION CMN COM 07134L107 59115415 6151448 SH SOLE 59115415 0 0 LUCID DIAGNOSTICS INC CMN COM 54948X109 1090277 773246 SH SOLE 1090277 0 0 AIR PRODUCTS & CHEMICALS INC CMN COM 009158106 9193109 33576 SH SOLE 9193109 0 0 BERRY GLOBAL GROUP INC CMN COM 08579W103 16004923 237497 SH SOLE 16004923 0 0 CHEMOURS COMPANY (THE) CMN COM 163851108 27056684 857853 SH SOLE 27056684 0 0 O-I GLASS, INC. CMN COM 67098H104 31576578 1927752 SH SOLE 31576578 0 0 TRONOX HOLDINGS PLC CMN COM G9087Q102 31568828 2229437 SH SOLE 31568828 0 0 ZEROFOX HOLDINGS INC CMN COM 98955G103 1495881 1719404 SH SOLE 1495881 0 0 SEALED AIR CORPORATION CMN COM 81211K100 5918285 162056 SH SOLE 5918285 0 0 H.B. FULLER COMPANY CMN COM 359694106 2192290 26929 SH SOLE 2192290 0 0 ASHLAND INC COM 044186104 9931718 117800 SH SOLE 9931718 0 0 CALAMP CORP COM 128126109 410716 1636320 SH SOLE 410716 0 0 HERITAGE INSURANCE HLDGS INC COM 42727J102 1151928 176676 SH SOLE 1151928 0 0 IPATH SERIES B S&P 500 VIX IPTH SR B S&P 06748F324 1784800 115000 SH SOLE 1784800 0 0 OCUGEN INC COM 67577C105 935285 1626583 SH SOLE 935285 0 0 PPG INDS INC COM 693506107 9945075 66500 SH SOLE 9945075 0 0 CALL/OLN @ 52.5 EXP 01/19/2024 CALL 680665905 17210050 319000 SH SOLE 319000 0 0 CALL/OLN @ 47 EXP 01/19/2024 CALL 680665905 39480610 731800 SH SOLE 731800 0 0 CALL/OLN @ 50 EXP 01/19/2024 CALL 680665905 33049770 612600 SH SOLE 612600 0 0 CALL/TROX @ 12 EXP 01/19/2024 CALL G9087Q902 3765144 265900 SH SOLE 265900 0 0 CALL/CC @ 32 EXP 02/16/2024 CALL 163851908 12152362 385300 SH SOLE 385300 0 0 CALL/OI @ 17 EXP 02/16/2024 CALL 67098H904 5579028 340600 SH SOLE 340600 0 0 CALL/APD @ 300 EXP 03/15/2024 CALL 009158906 34772600 127000 SH SOLE 127000 0 0