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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
1 MONSANTO CO NEW 4,500 465 0.01%
2 SEMGROUP CORP CL A 9,100 296 0.01%
3 CAL MAINE FOODS INC 11,732 520 0.01%
4 AMERIGAS PARTNERS L P 14,016 655 0.02%
5 PIEDMONT NAT GAS INC 17,001 1,022 0.03%
6 MOHAWK INDS 22,030 4,180 0.12%
7 HORMEL FOODS CORP 25,000 915 0.03%
8 NOBLE CORP PLC 26,400 218 0.01%
9 UNITED TECHNOLOGIES CORP 37,000 3,794 0.11%
10 DELPHI AUTOMOTIVE PLC 37,773 2,365 0.07%
11 DOVER CORP 38,217 2,649 0.08%
12 TEREX CORP NEW 39,565 804 0.02%
13 DARLING INGREDIENTS INC 43,000 641 0.02%
14 WABCO HLDGS INC 43,000 3,938 0.11%
15 PLAINS ALL AMERN PIPELINE L 50,000 1,375 0.04%
16 GREEN PLAINS INC COM 54,000 1,065 0.03%
17 DYCOM INDS INC 63,964 5,741 0.17%
18 PACCAR INC 78,000 4,046 0.12%
19 WESTAR ENERGY 90,000 5,048 0.15%
20 WERNER ENTERPRISES INC 91,825 2,109 0.06%
21 GOLAR LNG LTD 95,000 1,473 0.04%
22 TEREX CORP NEW 100,000 2,031 0.06% Put
23 CF INDS HLDGS INC 100,000 2,410 0.07% Call
24 TARGA RES CORP 100,000 4,214 0.12%
25 CUMMINS INC 100,000 11,244 0.32% Call
26 MONSANTO CO NEW 100,000 10,341 0.30% Call
27 HANNON ARMSTRONG SUST INFR C 100,771 2,177 0.06%
28 ATMOS ENERGY CORP 104,000 8,457 0.24%
29 Ashland Inc New 112,000 12,854 0.37%
30 SPDR S&P 500 ETF TR 137,860 28,878 0.83%
31 METHANEX CORP 150,000 4,365 0.13% Call
32 EASTMAN CHEM CO 150,000 10,185 0.29%
33 CANADIAN SOLAR INC 164,367 2,485 0.07%
34 METHANEX CORP 169,000 4,918 0.14%
35 DTE ENERGY CO 173,300 17,177 0.49%
36 OLD DOMINION FREIGHT LINE IN 179,526 10,827 0.31%
37 SOUTHERN CO 183,210 9,826 0.28%
38 ITT INC 190,000 6,076 0.18%
39 SELECT SECTOR SPDR TR 192,000 13,102 0.38%
40 ROADRUNNER TRANSHOLDINGS INC 199,021 1,485 0.04%
41 FERRO CORP 200,000 2,676 0.08%
42 SEMPRA ENERGY 200,000 22,804 0.66%
43 WR GRACE & CO 201,466 14,749 0.42%
44 ENTERGY CORP NEW 202,000 16,433 0.47%
45 SEALED AIR CORP NEW 202,486 9,308 0.27%
46 HONEYWELL INTL INC 210,443 24,479 0.71%
47 OWENS CORNING NEW 220,000 11,334 0.33%
48 DELEK US HLDGS INC COM 221,205 2,922 0.08%
49 POLYONE CORP 222,833 7,852 0.23%
50 DAQO NEW ENERGY CORP 228,309 5,153 0.15%
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