Dark
Light
System
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 ARCELORMITTAL SA LUXEMBOURG 11,843,033 54,241 1.80%
2 VALE S A 11,476,454 48,316 1.60%
3 FIRSTENERGY CORP 5,909,685 212,572 7.04%
4 TERRAFORM GLOBAL INC 4,720,827 11,236 0.37%
5 CSX CORP 4,492,933 115,693 3.83%
6 SWIFT TRANSN CO 4,000,307 74,526 2.47%
7 PG&E CORP 3,940,575 235,331 7.79%
8 ISHARES TR 3,000,000 101,295 3.35% Call
9 FIRSTENERGY CORP 2,900,000 104,313 3.45% Call
10 RIO TINTO PLC 2,363,419 66,814 2.21%
11 CENTERPOINT ENERGY INC 2,097,619 43,882 1.45%
12 DYNEGY INCORPORATED NEW D 1,922,250 27,623 0.91%
13 SPDR SERIES TRUST 1,900,467 57,679 1.91%
14 ISHARES TR 1,696,000 58,088 1.92%
15 DOW CHEM CO 1,628,591 82,830 2.74%
16 RYDER SYS INC 1,474,027 95,487 3.16%
17 CALPINE CORP 1,281,292 19,437 0.64%
18 PG&E CORP 1,280,000 76,442 2.53% Call
19 XPO LOGISTICS INC 1,277,155 39,209 1.30%
20 DOMINION ENERGY INC 1,206,000 90,595 3.00%
21 VALERO ENERGY CORP NEW 1,094,552 70,205 2.32%
22 UNITED STATES STL CORP NEW 1,085,694 17,425 0.58%
23 NOBLE CORP PLC 1,021,000 10,567 0.35%
24 OGE ENERGY CORP 982,734 28,136 0.93%
25 TRINSEO S A 982,194 36,155 1.20%
26 TRANSOCEAN LTD 967,000 8,838 0.29%
27 FERRO CORP 946,143 11,231 0.37%
28 Teekay Offshore Partners LP 823,609 4,670 0.15%
29 PPL CORP 810,000 30,837 1.02%
30 CELANESE CORP DEL 806,903 52,852 1.75%
31 DUKE ENERGY CORP NEW 798,523 64,425 2.13%
32 BERRY PLASTICS GROUP INC 767,038 27,728 0.92%
33 NRG YIELD INC 750,745 10,188 0.34%
34 HUNTSMAN CORP 700,000 9,310 0.31% Call
35 UNION PAC CORP 696,502 55,407 1.83%
36 GASLOG PARTNERS LP 676,578 11,251 0.37%
37 CLIFFS NAT RES INC 650,000 1,950 0.06%
38 CHEMOURS CO 631,985 4,424 0.15%
39 LYONDELLBASELL INDUSTRIES N 631,370 54,033 1.79%
40 METHANEX CORP 625,000 20,075 0.66% Call
41 NORFOLK SOUTHERN CORP 619,865 51,604 1.71%
42 ENSCO PLC 619,488 6,424 0.21%
43 MARATHON PETE CORP 574,624 21,365 0.71%
44 PBF ENERGY INC 555,000 18,426 0.61%
45 WR GRACE & CO 553,166 39,374 1.30%
46 GCP APPLIED TECHNOLOGIES INC 489,693 9,764 0.32%
47 AECOM 478,056 14,719 0.49%
48 HOLLYFRONTIER CORP 475,537 16,796 0.56%
49 ISHARES TR 475,000 52,549 1.74%
50 SUMMIT MATLS INC CL A 471,300 9,167 0.30%
Page 1 of 3