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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 SPDR S&P 500 ETF TR 310,000 60,673 2.32% Put
2 TRANSOCEAN LTD 750,000 33,773 1.29% Put
3 NATIONAL OILWELL VARCO INC 250,000 20,588 0.79% Put
4 EXELON CORP 500,000 18,240 0.70% Put
5 ISHARES TR 120,000 17,641 0.68% Put
6 DIAMOND OFFSHR DRILLING 300,000 14,889 0.57% Put
7 CVR ENERGY INC COM 200,000 9,638 0.37% Put
8 SELECT SECTOR SPDR TR 87,000 4,703 0.18% Put
9 TRINA SOLAR ADR REPTG 50 ORD 150,000 1,925 0.07% Put
10 YINGLI GREEN ENERGY HLDG CO 270,000 1,010 0.04% Put
11 SPDR S&P 500 ETF TR 871,000 170,472 6.53% Call
12 NISOURCE 1,148,500 45,182 1.73% Call
13 CANADIAN PAC RY LTD 230,000 41,662 1.60% Call
14 EXELON CORP 500,000 18,240 0.70% Call
15 Ashland Inc New 148,900 16,192 0.62% Call
16 MARATHON PETE CORP 170,000 13,272 0.51% Call
17 WR GRACE & CO 100,000 9,453 0.36% Call
18 FLUOR CORP NEW 80,000 6,152 0.24% Call
19 WESTLAKE CHEM CORP 65,000 5,444 0.21% Call
20 DOW CHEM CO 100,000 5,146 0.20% Call
21 EXELON CORP 4,869,736 177,648 6.80%
22 CALPINE CORP 6,148,654 146,399 5.61%
23 DUKE ENERGY CORP NEW 1,890,362 140,246 5.37%
24 FIRSTENERGY CORP 3,273,654 113,661 4.35%
25 EDISON INTL 1,547,557 89,929 3.44%
26 PG&E CORP 1,857,280 89,187 3.42%
27 PPL CORP 2,425,981 86,195 3.30%
28 DYNEGY INCORPORATED NEW D 2,276,337 79,217 3.03%
29 LACLEDE GROUP INC 1,518,024 73,700 2.82%
30 DOMINION ENERGY INC 815,500 58,325 2.23%
31 Ashland Inc New 463,652 50,418 1.93%
32 OGE ENERGY CORP 1,267,289 49,526 1.90%
33 NEXTERA ENERGY INC 463,000 47,448 1.82%
34 AMEREN CORP 1,097,683 44,873 1.72%
35 TECO ENERGY INC COM 2,126,536 39,298 1.51%
36 WILLIAMS COS INC DEL 665,991 38,767 1.48%
37 SPDR S&P 500 ETF TR 178,700 34,975 1.34%
38 TECK RESOURCES LTD 1,442,005 32,921 1.26%
39 UIL HLDGS CP 828,752 32,081 1.23%
40 RELIANCE STEEL & ALUMINUM CO 386,556 28,493 1.09%
41 ATWOOD OCEANICS INC 503,486 26,423 1.01%
42 SunEdison Inc 1,096,027 24,770 0.95%
43 NORFOLK SOUTHERN CORP 236,200 24,336 0.93%
44 MARATHON PETE CORP 300,038 23,424 0.90%
45 DOW CHEM CO 428,161 22,033 0.84%
46 BABCOCK & WILCOX COMPANY 658,662 21,380 0.82%
47 PNM RES INC 670,193 19,657 0.75%
48 JACOBS ENGR GROUP INC 365,331 19,465 0.75%
49 INTEGRYS ENERGY GROUP INC 269,225 19,150 0.73%
50 AIR PRODS & CHEMS INC 144,373 18,569 0.71%
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