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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 CALPINE CORP 6,148,654 146,399 5.61%
2 EXELON CORP 4,869,736 177,648 6.80%
3 FIRSTENERGY CORP 3,273,654 113,661 4.35%
4 PPL CORP 2,425,981 86,195 3.30%
5 DYNEGY INCORPORATED NEW D 2,276,337 79,217 3.03%
6 TECO ENERGY INC COM 2,126,536 39,298 1.51%
7 DUKE ENERGY CORP NEW 1,890,362 140,246 5.37%
8 PG&E CORP 1,857,280 89,187 3.42%
9 PACIFIC DRILLING SA LUXEMBOURG REG SHS 1,677,398 16,774 0.64%
10 EDISON INTL 1,547,557 89,929 3.44%
11 LACLEDE GROUP INC 1,518,024 73,700 2.82%
12 TECK RESOURCES LTD 1,442,005 32,921 1.26%
13 OGE ENERGY CORP 1,267,289 49,526 1.90%
14 NISOURCE 1,148,500 45,182 1.73% Call
15 AMEREN CORP 1,097,683 44,873 1.72%
16 SunEdison Inc 1,096,027 24,770 0.95%
17 SPDR S&P 500 ETF TR 871,000 170,472 6.53% Call
18 UIL HLDGS CP 828,752 32,081 1.23%
19 DOMINION ENERGY INC 815,500 58,325 2.23%
20 JA SOLAR HOLDINGS COMPANY LIMITED SPON ADR REP5ORD 761,855 8,274 0.32%
21 TRANSOCEAN LTD 750,000 33,773 1.29% Put
22 OCEAN RIG UDW INC 688,759 13,038 0.50%
23 PNM RES INC 670,193 19,657 0.75%
24 WILLIAMS COS INC DEL 665,991 38,767 1.48%
25 BABCOCK & WILCOX COMPANY 658,662 21,380 0.82%
26 CSX CORP 569,437 17,544 0.67%
27 STEEL DYNAMICS INC 515,999 9,262 0.35%
28 ATWOOD OCEANICS INC 503,486 26,423 1.01%
29 HALLADOR ENERGY COMPANY 502,429 4,768 0.18%
30 EXELON CORP 500,000 18,240 0.70% Call
31 EXELON CORP 500,000 18,240 0.70% Put
32 Ashland Inc New 463,652 50,418 1.93%
33 NEXTERA ENERGY INC 463,000 47,448 1.82%
34 DOW CHEM CO 428,161 22,033 0.84%
35 LIQTECH INTL INC 423,846 839 0.03%
36 QUANTA SVCS INC 413,678 14,305 0.55%
37 WESTERN REFNG INC 404,078 15,173 0.58%
38 RELIANCE STEEL & ALUMINUM CO 386,556 28,493 1.09%
39 Atlantica Yield plc 367,707 13,907 0.53%
40 JACOBS ENGR GROUP INC 365,331 19,465 0.75%
41 CEMEX SAB DE CV 360,000 4,763 0.18%
42 SWIFT TRANSN CO 337,987 8,527 0.33%
43 ITC HOLDINGS 318,700 11,626 0.45%
44 SPDR S&P 500 ETF TR 310,000 60,673 2.32% Put
45 MARATHON PETE CORP 300,038 23,424 0.90%
46 DIAMOND OFFSHR DRILLING 300,000 14,889 0.57% Put
47 CMS Energy Corp 292,836 17,263 0.66%
48 WGL HLDGS INC COM 291,189 12,550 0.48%
49 Con-Way Inc 289,294 14,583 0.56%
50 YINGLI GREEN ENERGY HLDG CO 270,000 1,010 0.04% Put
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