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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 (2016Q2)
Original 13F HR (0001172661-16-003888) filed in 2016.08.15
#
Name
Shares
Value ($)
%
Options
Notes
51 SELECT SECTOR SPDR TR 293,000 15,374 0.44%
52 TERRAFORM GLOBAL INC CL A 4,608,256 15,022 0.43%
53 SUMMIT MATLS INC CL A 725,261 14,839 0.43%
54 WR GRACE & CO 201,466 14,749 0.42%
55 TRINSEO S A 337,935 14,508 0.42%
56 ENBRIDGE INC 337,000 14,275 0.41%
57 TECK RESOURCES LTD 1,060,101 13,962 0.40%
58 HOLLYFRONTIER CORP 575,537 13,681 0.39%
59 SELECT SECTOR SPDR TR 192,000 13,102 0.38%
60 Ashland Inc New 112,000 12,854 0.37%
61 GasLog Partners, LP 635,578 12,063 0.35%
62 OWENS CORNING NEW 220,000 11,334 0.33%
63 CUMMINS INC 100,000 11,244 0.32% Call
64 OLD DOMINION FGHT LINES INC 179,526 10,827 0.31%
65 MONSANTO CO NEW 100,000 10,341 0.30% Call
66 EASTMAN CHEM CO 150,000 10,185 0.29%
67 PBF ENERGY INC 421,108 10,014 0.29%
68 SOUTHERN CO 183,210 9,826 0.28%
69 WILLIAMS COS INC DEL 450,000 9,734 0.28%
70 TRINA SOLAR ADR REPTG 50 ORD 1,239,635 9,595 0.28%
71 NRG YIELD INC 630,404 9,595 0.28%
72 WESTERN REFNG INC 459,600 9,482 0.27%
73 SEALED AIR CORP NEW 202,486 9,308 0.27%
74 TECO ENERGY INC 335,350 9,269 0.27%
75 ARCELORMITTAL SA LUXEMBOURG 1,857,154 8,654 0.25%
76 CHICAGO BRIDGE & IRON CO N V 248,000 8,588 0.25%
77 ATMOS ENERGY CORP 104,000 8,457 0.24%
78 SPDR SERIES TRUST 342,343 8,357 0.24%
79 CHEMTURA CORP 313,900 8,281 0.24%
80 GCP APPLIED TECHNOLOGIES INC 315,305 8,211 0.24%
81 AECOM 251,598 7,993 0.23%
82 POLYONE CORP 222,833 7,852 0.23%
83 CALPINE CORP 510,482 7,530 0.22%
84 PEMBINA PIPELINE CORP 229,300 6,957 0.20%
85 HUNTSMAN CORP 466,000 6,268 0.18%
86 ITT INC COM 190,000 6,076 0.18%
87 MASTEC INC 265,986 5,937 0.17%
88 CENOVUS ENERGY INC 419,000 5,791 0.17%
89 DYCOM INDS INC 63,964 5,741 0.17%
90 ENSCO PLC 581,110 5,643 0.16%
91 CLIFFS NAT RES INC 918,400 5,207 0.15%
92 DAQO NEW ENERGY CORP 228,309 5,153 0.15%
93 WESTAR ENERGY 90,000 5,048 0.15%
94 METHANEX CORP 169,000 4,918 0.14%
95 METHANEX CORP 150,000 4,365 0.13% Call
96 TARGA RES CORP 100,000 4,214 0.12%
97 MOHAWK INDS INC 22,030 4,180 0.12%
98 PACCAR INC 78,000 4,046 0.12%
99 WABCO HLDGS INC 43,000 3,938 0.11%
100 UNITED TECHNOLOGIES CORP 37,000 3,794 0.11%
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