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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 CALPINE CORP 6,148,654 146,399 5.61%
3 DUKE ENERGY CORP NEW 1,890,362 140,246 5.37%
4 FIRSTENERGY CORP 3,273,654 113,661 4.35%
5 EDISON INTL 1,547,557 89,929 3.44%
6 PG&E CORP 1,857,280 89,187 3.42%
7 PPL CORP 2,425,981 86,195 3.30%
8 DYNEGY INCORPORATED NEW D 2,276,337 79,217 3.03%
9 LACLEDE GROUP INC 1,518,024 73,700 2.82%
10 DOMINION ENERGY INC 815,500 58,325 2.23%
11 Ashland Inc New 463,652 50,418 1.93%
12 OGE ENERGY CORP 1,267,289 49,526 1.90%
13 NEXTERA ENERGY INC 463,000 47,448 1.82%
14 AMEREN CORP 1,097,683 44,873 1.72%
15 TECO ENERGY INC COM 2,126,536 39,298 1.51%
16 WILLIAMS COS INC DEL 665,991 38,767 1.48%
17 SPDR S&P 500 ETF TR 178,700 34,975 1.34%
18 TECK RESOURCES LTD 1,442,005 32,921 1.26%
19 UIL HLDGS CP 828,752 32,081 1.23%
20 RELIANCE STEEL & ALUMINUM CO 386,556 28,493 1.09%
21 ATWOOD OCEANICS INC 503,486 26,423 1.01%
22 SunEdison Inc 1,096,027 24,770 0.95%
23 NORFOLK SOUTHERN CORP 236,200 24,336 0.93%
24 MARATHON PETE CORP 300,038 23,424 0.90%
25 DOW CHEM CO 428,161 22,033 0.84%
26 BABCOCK & WILCOX COMPANY 658,662 21,380 0.82%
27 PNM RES INC 670,193 19,657 0.75%
28 JACOBS ENGR GROUP INC 365,331 19,465 0.75%
29 INTEGRYS ENERGY GROUP INC 269,225 19,150 0.73%
30 AIR PRODS & CHEMS INC 144,373 18,569 0.71%
31 CSX CORP 569,437 17,544 0.67%
32 CMS Energy Corp 292,836 17,263 0.66%
33 PACIFIC DRILLING SA LUXEMBOURG REG SHS 1,677,398 16,774 0.64%
34 PPG INDS INC 73,694 15,487 0.59%
35 WESTERN REFNG INC 404,078 15,173 0.58%
36 Con-Way Inc 289,294 14,583 0.56%
37 QUANTA SVCS INC 413,678 14,305 0.55%
38 Atlantica Yield plc 367,707 13,907 0.53%
39 OCEAN RIG UDW INC 688,759 13,038 0.50%
40 SOUTHWEST GAS HOLDINGS INC 244,542 12,909 0.49%
41 WGL HLDGS INC COM 291,189 12,550 0.48%
42 ITC HOLDINGS 318,700 11,626 0.45%
43 ATMOS ENERGY CORP 207,864 11,100 0.43%
44 CYTEC INDUSTRIES INC 91,000 9,593 0.37%
45 AVERY DENNISON CORP 185,000 9,481 0.36%
46 STEEL DYNAMICS INC 515,999 9,262 0.35%
47 ROCKWOOD HOLDINGS INC 121,506 9,233 0.35%
48 CONSOL ENERGY INC 187,004 8,615 0.33%
49 SWIFT TRANSN CO 337,987 8,527 0.33%
50 JA SOLAR HOLDINGS COMPANY LIMITED SPON ADR REP5ORD 761,855 8,274 0.32%
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