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Institutional Investment Manager
LUMINUS MANAGEMENT LLC
LUMINUS MANAGEMENT LLC (CIK: 0001279151) incorporated in Delaware, located at 1811 Bering Drive, Houston, TX. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Portfolio Summary: 143 holdings with a total value of $2,610,850,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 TRINA SOLAR ADR REPTG 50 ORD 150,000 1,925,000 0.07% Put
102 TAMINCO CORP 78,424 1,824,000 0.07%
103 SEADRILL PARTNERS LLC 49,300 1,635,000 0.06%
104 TYCO INTL LTD. 33,386 1,522,000 0.06%
105 ENERSYS 22,000 1,513,000 0.06%
106 GREEN PLAINS INC COM 45,720 1,503,000 0.06%
107 AMPHENOL CORP NEW 14,800 1,426,000 0.05%
108 AXIALL CORPORATION 30,000 1,418,000 0.05%
109 Alon USA Energy, Inc. 96,619 1,202,000 0.05%
110 YINGLI GREEN ENERGY HLDG CO 270,000 1,010,000 0.04% Put
111 PENTAIR PLC 13,600 981,000 0.04%
112 LIQTECH INTL INC 423,846 839,000 0.03%
113 ESCO TECHNOLOGIES INC COM 24,023 832,000 0.03%
114 EMERSON ELEC CO 12,000 796,000 0.03%
115 CANADIAN SOLAR INC 21,300 666,000 0.03%
116 ENTERGY CORP NEW 8,100 665,000 0.03%
117 ANIXTER INTL INC 6,600 660,000 0.03%
118 CELANESE CORP DEL 10,000 643,000 0.02%
119 ALLEGION PUB LTD CO 11,273 639,000 0.02%
120 AUTODESK INC 11,000 620,000 0.02%
121 LYONDELLBASELL INDUSTRIES N 6,225 608,000 0.02%
122 REGAL BELOIT CORP 7,700 605,000 0.02%
123 DAQO NEW ENERGY CORP 18,847 603,000 0.02%
124 AMERICAN ELEC PWR INC 9,900 552,000 0.02%
125 DIAMOND OFFSHR DRILLING 11,000 546,000 0.02%
126 ANDERSONS INC COM 10,272 530,000 0.02%
127 STANLEY BLACK &DECKER INC 6,000 527,000 0.02%
128 BELDEN INC 6,477 506,000 0.02%
129 WESCO INTL INC 5,742 496,000 0.02%
130 ITT Corp 8,613 414,000 0.02%
131 PINNACLE WEST 7,166 414,000 0.02%
132 SENSATA TECHNOLOGIES HLDG NV 8,000 374,000 0.01%
133 ROWAN COMPANIES PLC 10,744 343,000 0.01%
134 POWELL INDS INC COM 5,223 341,000 0.01%
135 ROCKWELL AUTOMATION INC 2,550 319,000 0.01%
136 EXA CORP 25,907 292,000 0.01%
137 GRAINGER W W INC 1,107 281,000 0.01%
138 HONEYWELL INTL INC 3,000 279,000 0.01%
139 HUBBELL INC CLASS B 2,132 263,000 0.01%
140 WATSCO INC 2,400 247,000 0.01%
141 DANAHER CORP DEL 3,000 236,000 0.01%
142 THERMON GROUP HLDGS INC COM 8,644 228,000 0.01%
143 Capstone Turbine 116,700 176,000 0.01%
Page 3 of 3

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-14-001474, filed 2014.08.14).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.