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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
51 OCEAN RIG UDW INC 688,759 13,038 0.50%
52 SOUTHWEST GAS HOLDINGS INC 244,542 12,909 0.49%
53 WGL HLDGS INC COM 291,189 12,550 0.48%
54 ITC HOLDINGS 318,700 11,626 0.45%
55 ATMOS ENERGY CORP 207,864 11,100 0.43%
56 CVR ENERGY INC COM 200,000 9,638 0.37% Put
57 CYTEC INDUSTRIES INC 91,000 9,593 0.37%
58 AVERY DENNISON CORP 185,000 9,481 0.36%
59 WR GRACE & CO 100,000 9,453 0.36% Call
60 STEEL DYNAMICS INC 515,999 9,262 0.35%
61 ROCKWOOD HOLDINGS INC 121,506 9,233 0.35%
62 CONSOL ENERGY INC 187,004 8,615 0.33%
63 SWIFT TRANSN CO 337,987 8,527 0.33%
64 JA SOLAR HOLDINGS COMPANY LIMITED SPON ADR REP5ORD 761,855 8,274 0.32%
65 PARKER HANNIFIN CORP 64,000 8,047 0.31%
66 WR GRACE & CO 84,256 7,965 0.31%
67 NEW JERSEY RES CORP 125,330 7,164 0.27%
68 TIMKEN CO COM 104,500 7,089 0.27%
69 HUNTSMAN CORP 243,000 6,828 0.26%
70 CENTERPOINT ENERGY INC 262,602 6,707 0.26%
71 CHICAGO BRIDGE & IRON CO N V 96,183 6,560 0.25%
72 MOSAIC CO NEW 131,187 6,487 0.25%
73 FLUOR CORP NEW 80,000 6,152 0.24% Call
74 CHEMTURA CORP 231,003 6,036 0.23%
75 EXPEDITORS INTL WASH INC 135,000 5,962 0.23%
76 RYDER SYS INC 65,314 5,754 0.22%
77 WESTLAKE CHEM CORP 65,000 5,444 0.21% Call
78 DOW CHEM CO 100,000 5,146 0.20% Call
79 EATON CORP PLC 65,000 5,017 0.19%
80 HALLADOR ENERGY COMPANY 502,429 4,768 0.18%
81 CEMEX SAB DE CV 360,000 4,763 0.18%
82 SELECT SECTOR SPDR TR 87,000 4,703 0.18% Put
83 LENNOX INTL INC 50,534 4,526 0.17%
84 VALERO ENERGY CORP NEW 86,370 4,327 0.17%
85 PHILLIPS 66 53,769 4,325 0.17%
86 CANADIAN PAC RY LTD 23,000 4,166 0.16%
87 MONSANTO CO NEW 32,464 4,050 0.16%
88 TEREX CORP NEW 98,504 4,049 0.16%
89 JINKOSOLAR HLDG CO LTD 133,273 4,021 0.15%
90 UNITED RENTALS INC 37,300 3,906 0.15%
91 VECTREN CORP 75,000 3,188 0.12%
92 ECOLAB INC 28,000 3,118 0.12%
93 WABCO HLDGS INC 26,000 2,777 0.11%
94 FERRO CORP 185,000 2,324 0.09%
95 ARCHER DANIELS MIDLAND CO 50,000 2,206 0.08%
96 TRONOX LTD SHS CL A 77,774 2,092 0.08%
97 PTC INC 52,321 2,030 0.08%
98 SELECT SECTOR SPDR TR 37,022 2,001 0.08%
99 INGERSOLL-RAND PLC 32,000 2,000 0.08%
100 TETRA TECH INC NEW 72,000 1,980 0.08%
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