# EDGAR Filing Document

**Accession Number:** 0001279151
**File Stem:** 0001104659-25-085134
**Filing Date:** 2025-8
**Character Count:** 20059
**Document Hash:** 3f52dd5af7b781bae7261922dc8562d6
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-25-085134.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0001104659-25-085134

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250829

**EFFECTIVENESS DATE**: 20250829

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** LUMINUS MANAGEMENT LLC
- **CENTRAL INDEX KEY:** 0001279151

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-10672
- **FILM NUMBER:** 251275983

**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

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001279151

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** LUMINUS MANAGEMENT LLC

**Address:** 1811 BERING DRIVE, HOUSTON, TX 77057

**Telephone number:** 713-826-6262

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-10672

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** 549300N57ZLMJHG8OB15

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 1

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                   | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                                                                                                                            | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| ANTERIX INC.                     | 03676C100 | 08/06/2024     | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers.                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           1218 |                0 | FOR         |                                     1218 | FOR                         |  |
| BATTALION OIL CORPORATION        | 07134L107 | 11/21/2024     | To approve, in a non-binding advisory vote, executive compensation of our named executive officers.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |        6151448 |                0 | FOR         |                                  6151448 | FOR                         |  |
| BATTALION OIL CORPORATION        | 07134L107 | 11/21/2024     | To determine, in a non-binding advisory vote, whether a stockholder vote to approve the compensation of our named executive officers should occur every one, two or three years.                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |        6151448 |                0 | 1 YEAR      |                                  6151448 | AGAINST                     |  |
| BATTALION OIL CORPORATION        | 07134L107 | 12/27/2024     | To approve, on a non-binding, advisory basis, the compensation that certain executive officers of the Company may receive in connection with the Merger pursuant to agreements or arrangements with the Company.                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |        6151448 |                0 | FOR         |                                  6151448 | FOR                         |  |
| AIR PRODUCTS AND CHEMICALS, INC. | 009158106 | 01/23/2025     | An advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           2533 |                0 | FOR         |                                     2533 | FOR                         |  |
| BERRY GLOBAL GROUP, INC.         | 08579W103 | 02/05/2025     | To approve, on an advisory, non-binding basis, our executive compensation.                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           9935 |                0 | AGAINST     |                                     9935 | AGAINST                     |  |
| BERRY GLOBAL GROUP, INC.         | 08579W103 | 02/05/2025     | To vote, on an advisory, non-binding basis, on whether the advisory, non-binding vote on executive compensation should occur every one, two or three years.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           9935 |                0 | 1 YEAR      |                                     9935 | FOR                         |  |
| BERRY GLOBAL GROUP, INC.         | 08579W103 | 02/05/2025     | To approve, on an advisory, non-binding basis, our executive compensation.                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          48692 |                0 | AGAINST     |                                    48692 | AGAINST                     |  |
| BERRY GLOBAL GROUP, INC.         | 08579W103 | 02/05/2025     | To vote, on an advisory, non-binding basis, on whether the advisory, non-binding vote on executive compensation should occur every one, two or three years.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          48692 |                0 | 1 YEAR      |                                    48692 | FOR                         |  |
| BERRY GLOBAL GROUP, INC.         | 08579W103 | 02/25/2025     | Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Berry's named executive officers that is based on or otherwise relates to the transactions contemplated by the Merger Agreement, which proposal is referred to as the "Berry Advisory Compensation Proposal." | SECTION 14A SAY-ON-PAY VOTES |           9935 |                0 | FOR         |                                     9935 | FOR                         |  |
| BERRY GLOBAL GROUP, INC.         | 08579W103 | 02/25/2025     | Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Berry's named executive officers that is based on or otherwise relates to the transactions contemplated by the Merger Agreement, which proposal is referred to as the "Berry Advisory Compensation Proposal." | SECTION 14A SAY-ON-PAY VOTES |          48692 |                0 | FOR         |                                    48692 | FOR                         |  |
| THE CHEMOURS COMPANY             | 163851108 | 04/22/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         313165 |                0 | FOR         |                                   313165 | FOR                         |  |
| THE CHEMOURS COMPANY             | 163851108 | 04/22/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         258708 |                0 | FOR         |                                   258708 | FOR                         |  |
| THE CHEMOURS COMPANY             | 163851108 | 04/22/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         196679 |                0 | FOR         |                                   196679 | FOR                         |  |
| KIRBY CORPORATION                | 497266106 | 04/29/2025     | Advisory vote on the approval of the compensation of Kirby's named executive officers.                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          42100 |                0 | FOR         |                                    42100 | FOR                         |  |
| QUAKER HOUGHTON                  | 747316107 | 05/07/2025     | To hold an advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           1242 |                0 | FOR         |                                     1242 | FOR                         |  |
| QUAKER HOUGHTON                  | 747316107 | 05/07/2025     | To hold an advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          34908 |                0 | FOR         |                                    34908 | FOR                         |  |
| KRONOS WORLDWIDE, INC.           | 50105F105 | 05/14/2025     | Nonbinding advisory vote approving named executive officer compensation.                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         467504 |                0 | FOR         |                                   467504 | FOR                         |  |
| O-I GLASS, INC.                  | 67098H104 | 05/14/2025     | To approve, by advisory vote, the Company's named executive officer compensation.                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         449440 |                0 | FOR         |                                   449440 | FOR                         |  |
| O-I GLASS, INC.                  | 67098H104 | 05/14/2025     | To approve, by advisory vote, the Company's named executive officer compensation.                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |        1612012 |                0 | FOR         |                                  1612012 | FOR                         |  |
| O-I GLASS, INC.                  | 67098H104 | 05/14/2025     | To approve, by advisory vote, the Company's named executive officer compensation.                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         735915 |                0 | FOR         |                                   735915 | FOR                         |  |
| REKOR SYSTEMS, INC.              | 759419104 | 05/15/2025     | Advisory vote to approve the compensation of our named executive officers (Say-on-Pay).                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            972 |                0 | FOR         |                                      972 | FOR                         |  |
| VENTURE GLOBAL, INC.             | 92333F101 | 05/21/2025     | Advisory vote on executive compensation.                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          61493 |                0 | AGAINST     |                                    61493 | AGAINST                     |  |
| VENTURE GLOBAL, INC.             | 92333F101 | 05/21/2025     | Advisory vote on "say-on-pay" frequency.                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          61493 |                0 | 1 YEAR      |                                    61493 | AGAINST                     |  |
| SEALED AIR CORPORATION           | 81211K100 | 05/29/2025     | Approval, as an advisory vote, of Sealed Air's 2024 executive compensation.                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            293 |                0 | FOR         |                                      293 | FOR                         |  |
| SEALED AIR CORPORATION           | 81211K100 | 05/29/2025     | Approval, as an advisory vote, of Sealed Air's 2024 executive compensation.                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           8656 |                0 | FOR         |                                     8656 | FOR                         |  |
| FLYWIRE CORPORATION              | 302492103 | 06/03/2025     | Approve, on a non-binding, advisory basis, the compensation of Flywire Corporation's named executive officers                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         100000 |                0 | AGAINST     |                                   100000 | AGAINST                     |  |
| DEFINITIVE HEALTHCARE CORP.      | 24477E103 | 06/05/2025     | To approve, on an advisory basis, the compensation of the Company's Named Executive Officers, as disclosed in the Proxy Statement.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         275000 |                0 | FOR         |                                   275000 | FOR                         |  |
| ADICET BIO, INC.                 | 007002108 | 06/11/2025     | To ratify, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         742783 |                0 | AGAINST     |                                   742783 | AGAINST                     |  |
| BATTALION OIL CORPORATION        | 07134L107 | 06/12/2025     | To approve, in a non-binding advisory vote, executive compensation of the Company's named executive officers.                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |        6151448 |                0 | FOR         |                                  6151448 | FOR                         |  |
| BATTALION OIL CORPORATION        | 07134L107 | 06/12/2025     | To determine, in a non-binding advisory vote, whether a stockholder vote to approve the compensation of the Company's named executive officers should occur every one, two or three years.                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        6151448 |                0 | 3 YEAR      |                                  6151448 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** LUMINUS MANAGEMENT LLC

**By (Signature):** Carlos Treistman

**By (Printed Signature):** Carlos Treistman

**By (Title):** Chief Compliance Officer

**Date:** 08/29/2025