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 (2016Q2)
Original 13F HR (0001172661-16-003888) filed in 2016.08.15
#
Name
Shares
Value ($)
%
Options
Notes
51 HONEYWELL INTL INC 210,443 24,479 0.71%
52 HORMEL FOODS CORP 25,000 915 0.03%
53 HUNTSMAN CORP 466,000 6,268 0.18%
54 ISHARES TR 718,000 24,570 0.71%
55 ISHARES TR 3,000,000 102,660 2.96% Call
56 ISHARES TR 1,696,000 58,275 1.68%
57 ISHARES TR 420,400 48,338 1.39%
58 ISHARES TR 460,000 52,891 1.52% Put
59 ITT INC 190,000 6,076 0.18%
60 JA SOLAR HOLDINGS COMPANY LIMITED SPON ADR REP5ORD 437,872 2,999 0.09%
61 MASTEC INC 265,986 5,937 0.17%
62 METHANEX CORP 169,000 4,918 0.14%
63 METHANEX CORP 150,000 4,365 0.13% Call
64 MOHAWK INDS 22,030 4,180 0.12%
65 MONSANTO CO NEW 4,500 465 0.01%
66 MONSANTO CO NEW 100,000 10,341 0.30% Call
67 NOBLE CORP PLC 26,400 218 0.01%
68 NRG YIELD INC 630,404 9,595 0.28%
69 NUCOR CORP 778,500 38,466 1.11% Put
70 OGE ENERGY CORP 568,861 18,630 0.54%
71 OLD DOMINION FREIGHT LINE IN 179,526 10,827 0.31%
72 OLIN CORP 1,021,900 25,384 0.73%
73 OWENS CORNING NEW 220,000 11,334 0.33%
74 PACCAR INC 78,000 4,046 0.12%
75 PBF ENERGY INC 421,108 10,014 0.29%
76 PEMBINA PIPELINE CORP 229,300 6,957 0.20%
77 PG&E CORP 1,280,000 81,818 2.36% Call
78 PG&E CORP 2,990,845 191,175 5.51%
79 PIEDMONT NAT GAS INC 17,001 1,022 0.03%
80 PLAINS ALL AMERN PIPELINE L 50,000 1,375 0.04%
81 POLYONE CORP 222,833 7,852 0.23%
82 PPL CORP 410,000 15,478 0.45%
83 PUBLIC SVC ENTERPRISE GRP IN 1,595,000 74,343 2.14%
84 RIO TINTO PLC 1,391,033 43,539 1.25%
85 ROADRUNNER TRANSHOLDINGS INC 199,021 1,485 0.04%
86 ROWAN COMPANIES PLC 873,200 15,421 0.44%
87 RYDER SYS INC 1,669,571 102,077 2.94%
88 SEALED AIR CORP NEW 202,486 9,308 0.27%
89 SELECT SECTOR SPDR TR 293,000 15,374 0.44%
90 SELECT SECTOR SPDR TR 192,000 13,102 0.38%
91 SEMGROUP CORP CL A 9,100 296 0.01%
92 SEMPRA ENERGY 200,000 22,804 0.66%
93 SOUTHERN CO 183,210 9,826 0.28%
94 SPDR S&P 500 ETF TR 137,860 28,878 0.83%
95 SPDR S&P 500 ETF TR 1,926,400 403,533 11.62% Put
96 SPDR SERIES TRUST 1,878,686 65,397 1.88%
97 SPDR SERIES TRUST 342,343 8,357 0.24%
98 SPIRE INC COM 570,770 40,433 1.16%
99 SUMMIT MATLS INC CL A 725,261 14,839 0.43%
100 SWIFT TRANSN CO 3,656,884 56,353 1.62%
Page 2 of 3