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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 (2015Q1)
Portfolio Summary: 112 holdings with a total value of $2,816,671,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 INTEGRYS ENERGY GROUP INC 167,035 12,030,000 0.43%
52 FIRSTENERGY CORP 342,800 12,019,000 0.43% Put
53 OGE ENERGY CORP 374,153 11,827,000 0.42%
54 ATWOOD OCEANICS INC 392,440 11,031,000 0.39%
55 ANADARKO PETR 129,000 10,682,000 0.38%
56 TRANSCANADA CORP 245,400 10,483,000 0.37%
57 SEADRILL LIMITED 1,119,019 10,463,000 0.37%
58 HUNTSMAN CORP 450,000 9,977,000 0.35% Call
59 SOUTHWEST GAS HLDGS INC 163,192 9,493,000 0.34%
60 PACIFIC DRILLING SA LUXEMBOURG REG SHS 2,331,904 9,071,000 0.32%
61 ENTERGY CORP NEW 116,000 8,989,000 0.32%
62 EL PASO ELECTRIC CO NEW 229,892 8,883,000 0.32%
63 WILLIAMS COS INC DEL 168,000 8,499,000 0.30%
64 BHP BILLITON LTD 170,625 7,929,000 0.28%
65 MASTEC INC 400,000 7,720,000 0.27% Call
66 LENNOX INTL INC 67,756 7,568,000 0.27%
67 HUNTSMAN CORP 334,800 7,423,000 0.26%
68 DELEK US HLDGS INC COM 184,462 7,332,000 0.26%
69 BERRY PLASTICS GROUP INC 201,000 7,274,000 0.26%
70 DEVON ENERGY CORP NEW 118,000 7,117,000 0.25%
71 IDACORP INC 112,633 7,081,000 0.25%
72 NORFOLK SOUTHN CORP 67,125 6,909,000 0.25%
73 JINKOSOLAR HLDG CO LTD 251,745 6,455,000 0.23%
74 OCEAN RIG UDW INC 938,816 6,187,000 0.22%
75 CELANESE 100,000 5,586,000 0.20% Call
76 AGCO 100,000 4,764,000 0.17% Call
77 MARTIN MARIETTA MATLS INC 33,000 4,613,000 0.16%
78 TRANSOCEAN PARTNERS LLC 363,993 4,459,000 0.16%
79 EATON CORP PLC 61,100 4,151,000 0.15%
80 BUNGE LIMITED 43,850 3,611,000 0.13%
81 ALBEMARLE CORP 67,800 3,583,000 0.13%
82 PTC 83,514 3,021,000 0.11%
83 ISRAEL CHEMICALS LTD SHS 424,177 3,007,000 0.11%
84 JA SOLAR HOLDINGS COMPANY LIMITED SPON ADR REP5ORD 300,000 2,868,000 0.10%
85 AGRIUM INC 27,100 2,826,000 0.10%
86 DAQO NEW ENERGY CORP 105,873 2,807,000 0.10%
87 TETRA TECH INC NEW 102,931 2,472,000 0.09%
88 TRINA SOLAR LIMITED 175,244 2,119,000 0.08%
89 GOLAR LNG LTD 59,000 1,964,000 0.07%
90 BELDEN INC 20,883 1,954,000 0.07%
91 MOSAIC CO NEW 35,750 1,647,000 0.06%
92 PNM RES INC 56,229 1,642,000 0.06%
93 CONTINENTAL RESOURE 35,000 1,528,000 0.05%
94 UNITED TECHNOLOGIES CORP 35,000 1,507,000 0.05%
95 DOW CHEM CO 31,024 1,489,000 0.05%
96 ARCHER DANIELS M 30,000 1,422,000 0.05%
97 ALPHA NATURAL RESOURCES 1,405,000 1,405,000 0.05%
98 IDEX CORP 18,134 1,375,000 0.05%
99 Chemtura Corp. 50,000 1,365,000 0.05% Call
100 INGERSOLL-RAND PLC 18,797 1,280,000 0.05%
Page 2 of 3

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-001214, filed 2015.05.15).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.