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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 (2015Q2)
Original 13F HR (0001172661-15-001647) filed in 2015.08.14
#
Name
Shares
Value ($)
%
Options
Notes
1 CALPINE CORP 5,212,100 93,766 3.06%
2 FIRSTENERGY CORP 5,163,182 168,062 5.48%
3 TECK RESOURCES LTD 4,751,709 47,089 1.54%
4 DYNEGY INCORPORATED NEW D 3,999,077 116,974 3.82%
5 NRG ENERGY INC 3,531,903 80,810 2.64%
6 ALPHA NATURAL RESOURCES 3,454,174 1,043 0.03%
7 TRANSALTA CORP 3,385,500 26,238 0.86%
8 VALE S A 3,116,400 18,356 0.60% Put
9 VALE S A 2,968,000 17,482 0.57%
10 PPL CORP 2,923,100 86,144 2.81%
11 STEEL DYNAMICS INC 2,307,640 47,803 1.56%
12 EXELON CORP 2,120,558 66,628 2.17%
13 AMEREN CORP 2,074,846 78,180 2.55%
14 DOMINION ENERGY INC 1,810,726 121,083 3.95%
15 PACIFIC DRILLING SA LUXEMBOURG REG SHS 1,754,463 4,912 0.16%
16 SunEdison Inc 1,740,695 52,064 1.70%
17 OCEAN RIG UDW INC 1,683,241 8,635 0.28%
18 DUKE ENERGY CORP NEW 1,676,841 118,419 3.86%
19 SWIFT TRANSN CO 1,605,876 36,405 1.19%
20 SEADRILL LIMITED 1,377,534 14,244 0.46%
21 CENTERPOINT ENERGY INC 1,294,461 24,634 0.80%
22 CLIFFS NAT RES INC 1,235,190 5,348 0.17%
23 QUANTA SVCS INC 1,227,935 35,389 1.15%
24 TRANSOCEAN LTD 1,220,000 19,666 0.64% Put
25 EXELON CORP 1,206,300 37,902 1.24% Call
26 PG&E CORP 1,182,011 58,037 1.89%
27 TALEN ENERGY CORP COM 1,118,900 19,200 0.63%
28 TERRAFORM PWR INC CL A COM 1,049,694 39,868 1.30%
29 NEXTERA ENERGY INC 1,021,043 100,093 3.27%
30 LACLEDE GROUP INC 990,788 51,580 1.68%
31 TRANSCANADA CORP 987,000 40,092 1.31%
32 SPDR S&P 500 ETF TR 952,500 196,072 6.40% Put
33 ATMOS ENERGY CORP 882,916 45,276 1.48%
34 MARATHON PETE CORP 805,578 42,140 1.37%
35 JA SOLAR HOLDINGS COMPANY LIMITED SPON ADR REP5ORD 699,037 5,977 0.19%
36 UNITED PARCEL SERVICE INC 699,000 67,740 2.21%
37 HONEYWELL INTL INC 650,000 66,281 2.16% Call
38 Atlantica Yield plc 634,847 19,884 0.65%
39 ROWAN COMPANIES PLC 607,306 12,820 0.42%
40 VALE S A 590,000 2,980 0.10%
41 DOW CHEM CO 563,038 28,811 0.94%
42 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 560,000 49,728 1.62% Put
43 ENBRIDGE INC 559,900 26,198 0.85%
44 FERRO CORP 516,681 8,670 0.28%
45 PEABODY ENERGY CORP 469,000 1,027 0.03%
46 SPDR S&P 500 ETF TR 454,000 93,456 3.05% Call
47 RENESOLA LTD 451,607 619 0.02%
48 NEW JERSEY RES CORP 450,660 12,416 0.41%
49 WEC ENERGY GROUP INC 439,325 19,756 0.64%
50 NORFOLK SOUTHERN CORP 438,117 38,274 1.25%
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