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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 (2016Q1)
Original 13F HR (0001172661-16-003433) filed in 2016.05.16
#
Name
Shares
Value ($)
%
Options
Notes
1 PG&E CORP 3,940,575 235,331 7.79%
2 FIRSTENERGY CORP 5,909,685 212,572 7.04%
3 CSX CORP 4,492,933 115,693 3.83%
4 RYDER SYS INC 1,474,027 95,487 3.16%
5 DOMINION ENERGY INC 1,206,000 90,595 3.00%
6 DOW CHEM CO 1,628,591 82,830 2.74%
7 SWIFT TRANSN CO 4,000,307 74,526 2.47%
8 VALERO ENERGY CORP NEW 1,094,552 70,205 2.32%
9 RIO TINTO PLC 2,363,419 66,814 2.21%
10 DUKE ENERGY CORP NEW 798,523 64,425 2.13%
11 ISHARES TR 1,696,000 58,088 1.92%
12 SPDR SERIES TRUST 1,900,467 57,679 1.91%
13 UNION PAC CORP 696,502 55,407 1.83%
14 ARCELORMITTAL SA LUXEMBOURG 11,843,033 54,241 1.80%
15 SPDR S&P 500 ETF TR 263,590 54,173 1.79%
16 LYONDELLBASELL INDUSTRIES N 631,370 54,033 1.79%
17 CELANESE CORP DEL 806,903 52,852 1.75%
18 ISHARES TR 475,000 52,549 1.74%
19 NORFOLK SOUTHERN CORP 619,865 51,604 1.71%
20 VALE S A 11,476,454 48,316 1.60%
21 PPG INDS INC 413,213 46,069 1.52%
22 CENTERPOINT ENERGY INC 2,097,619 43,882 1.45%
23 WR GRACE & CO 553,166 39,374 1.30%
24 XPO LOGISTICS INC 1,277,155 39,209 1.30%
25 HONEYWELL INTL INC 331,994 37,200 1.23%
26 AIR PRODS & CHEMS INC 254,898 36,718 1.22%
27 TRINSEO S A 982,194 36,155 1.20%
28 SEMPRA ENERGY 300,000 31,215 1.03%
29 PPL CORP 810,000 30,837 1.02%
30 OGE ENERGY CORP 982,734 28,136 0.93%
31 BERRY PLASTICS GROUP INC 767,038 27,728 0.92%
32 DYNEGY INCORPORATED NEW D 1,922,250 27,623 0.91%
33 DYCOM INDS INC 398,583 25,776 0.85%
34 CONSOLIDATED EDISON INC 333,291 25,537 0.85%
35 LACLEDE GROUP INC 350,000 23,713 0.78%
36 MARATHON PETE CORP 574,624 21,365 0.71%
37 CALPINE CORP 1,281,292 19,437 0.64%
38 WESTAR ENERGY 382,435 18,973 0.63%
39 AMEREN CORP 370,513 18,563 0.61%
40 PBF ENERGY INC 555,000 18,426 0.61%
41 UNITED STATES STL CORP NEW 1,085,694 17,425 0.58%
42 HOLLYFRONTIER CORP 475,537 16,796 0.56%
43 ENBRIDGE INC 420,300 16,354 0.54%
44 MOHAWK INDS 77,412 14,778 0.49%
45 AECOM 478,056 14,719 0.49%
46 BLACK HILLS CORP 230,882 13,883 0.46%
47 WESTERN REFNG INC 459,600 13,370 0.44%
48 DTE ENERGY CO 128,300 11,632 0.38%
49 GASLOG PARTNERS LP 676,578 11,251 0.37%
50 TERRAFORM GLOBAL INC 4,720,827 11,236 0.37%
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