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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)
Original 13F HR (0001172661-14-001474) filed in 2014.08.14
#
Name
Shares
Value ($)
%
Options
Notes
1 EXELON CORP 4,869,736 177,648 6.80%
2 SPDR S&P 500 ETF TR 871,000 170,472 6.53% Call
3 CALPINE CORP 6,148,654 146,399 5.61%
4 DUKE ENERGY CORP NEW 1,890,362 140,246 5.37%
5 FIRSTENERGY CORP 3,273,654 113,661 4.35%
6 EDISON INTL 1,547,557 89,929 3.44%
7 PG&E CORP 1,857,280 89,187 3.42%
8 PPL CORP 2,425,981 86,195 3.30%
9 DYNEGY INCORPORATED NEW DEL 2,276,337 79,217 3.03%
10 PIEDMONT NATURAL GAS 1,518,024 73,700 2.82%
11 SPDR S&P 500 ETF TR 310,000 60,673 2.32% Put
12 DOMINION ENERGY INC 815,500 58,325 2.23%
13 Ashland Inc New 463,652 50,418 1.93%
14 OGE ENERGY CORP 1,267,289 49,526 1.90%
15 NEXTERA ENERGY INC 463,000 47,448 1.82%
16 NISOURCE 1,148,500 45,182 1.73% Call
17 AMEREN CORP 1,097,683 44,873 1.72%
18 CANADIAN PAC RY LTD 230,000 41,662 1.60% Call
19 TJX COMPANIES INC 2,126,536 39,298 1.51%
20 WILLIAMS COS INC DEL 665,991 38,767 1.48%
21 SPDR S&P 500 ETF TR 178,700 34,975 1.34%
22 TRANSOCEAN LTD 750,000 33,773 1.29% Put
23 TECK RESOURCES LTD 1,442,005 32,921 1.26%
24 UIL HLDGS CP 828,752 32,081 1.23%
25 RELIANCE STEEL & ALUMINUM CO 386,556 28,493 1.09%
26 ATWOOD OCEANICS INC 503,486 26,423 1.01%
27 SUNEDISON INC 1,096,027 24,770 0.95%
28 NORFOLK SOUTHN CORP 236,200 24,336 0.93%
29 MARATHON PETE CORP 300,038 23,424 0.90%
30 DOW CHEM CO 428,161 22,033 0.84%
31 BABCOCK & WILCOX COMPANY 658,662 21,380 0.82%
32 NATIONAL OILWELL 250,000 20,588 0.79% Put
33 PNM RES INC 670,193 19,657 0.75%
34 JACOBS ENGR GROUP INC 365,331 19,465 0.75%
35 INTEGRYS ENERGY GROUP INC 269,225 19,150 0.73%
36 AIR PRODS & CHEMS INC 144,373 18,569 0.71%
37 EXELON CORP 500,000 18,240 0.70% Call
38 EXELON CORP 500,000 18,240 0.70% Put
39 ISHARES TR 120,000 17,641 0.68% Put
40 CSX CORP 569,437 17,544 0.67%
41 CMS Energy Corp 292,836 17,263 0.66%
42 PACIFIC DRILLING SA LUXEMBOURG REG SHS 1,677,398 16,774 0.64%
43 Ashland Inc New 148,900 16,192 0.62% Call
44 PPG INDS INC 73,694 15,487 0.59%
45 WESTERN REFNG INC 404,078 15,173 0.58%
46 DIAMOND OFFSHORE DRILLING IN 300,000 14,889 0.57% Put
47 Con-Way Inc 289,294 14,583 0.56%
48 QUANTA SVCS INC 413,678 14,305 0.55%
49 Atlantica Yield plc 367,707 13,907 0.53%
50 MARATHON PETE CORP 170,000 13,272 0.51% Call
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