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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 YINGLI GREEN ENERGY HLDG CO 270,000 1,010 0.04% Put
2 WR GRACE & CO 100,000 9,453 0.36% Call
3 WR GRACE & CO 84,256 7,965 0.31%
4 WILLIAMS COS INC DEL 665,991 38,767 1.48%
5 WGL HLDGS INC COM 291,189 12,550 0.48%
6 WESTLAKE CHEM CORP 65,000 5,444 0.21% Call
7 WESTERN REFNG INC 404,078 15,173 0.58%
8 WESCO INTL INC 5,742 496 0.02%
9 WATSCO INC 2,400 247 0.01%
10 WABCO HLDGS INC 26,000 2,777 0.11%
11 VECTREN CORP 75,000 3,188 0.12%
12 VALERO ENERGY CORP NEW 86,370 4,327 0.17%
13 UNITED RENTALS INC 37,300 3,906 0.15%
14 UIL HLDGS CP 828,752 32,081 1.23%
15 TYCO INTL LTD. 33,386 1,522 0.06%
16 TRONOX LTD SHS CL A 77,774 2,092 0.08%
17 TRINA SOLAR ADR REPTG 50 ORD 150,000 1,925 0.07% Put
18 TRANSOCEAN LTD 750,000 33,773 1.29% Put
19 TIMKEN CO COM 104,500 7,089 0.27%
20 THERMON GROUP HLDGS INC COM 8,644 228 0.01%
21 TETRA TECH INC NEW 72,000 1,980 0.08%
22 TEREX CORP NEW 98,504 4,049 0.16%
23 TECO ENERGY INC COM 2,126,536 39,298 1.51%
24 TECK RESOURCES LTD 1,442,005 32,921 1.26%
25 TAMINCO CORP 78,424 1,824 0.07%
26 SunEdison Inc 1,096,027 24,770 0.95%
27 SWIFT TRANSN CO 337,987 8,527 0.33%
28 STEEL DYNAMICS INC 515,999 9,262 0.35%
29 STANLEY BLACK &DECKER INC 6,000 527 0.02%
30 SPDR S&P 500 ETF TR 178,700 34,975 1.34%
31 SPDR S&P 500 ETF TR 310,000 60,673 2.32% Put
32 SPDR S&P 500 ETF TR 871,000 170,472 6.53% Call
33 SOUTHWEST GAS HOLDINGS INC 244,542 12,909 0.49%
34 SENSATA TECHNOLOGIES HLDG NV 8,000 374 0.01%
35 SELECT SECTOR SPDR TR 37,022 2,001 0.08%
36 SELECT SECTOR SPDR TR 87,000 4,703 0.18% Put
37 SEADRILL PARTNERS LLC 49,300 1,635 0.06%
38 RYDER SYS INC 65,314 5,754 0.22%
39 ROWAN COMPANIES PLC 10,744 343 0.01%
40 ROCKWOOD HOLDINGS INC 121,506 9,233 0.35%
41 ROCKWELL AUTOMATION INC 2,550 319 0.01%
42 RELIANCE STEEL & ALUMINUM CO 386,556 28,493 1.09%
43 REGAL BELOIT CORP 7,700 605 0.02%
44 QUANTA SVCS INC 413,678 14,305 0.55%
45 PTC INC 52,321 2,030 0.08%
46 PPL CORP 2,425,981 86,195 3.30%
47 PPG INDS INC 73,694 15,487 0.59%
48 POWELL INDS INC COM 5,223 341 0.01%
49 PNM RES INC 670,193 19,657 0.75%
50 PINNACLE WEST 7,166 414 0.02%
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