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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 (2016Q3)
Original 13F HR (0001172661-16-004322) filed in 2016.11.14
#
Name
Shares
Value ($)
%
Options
Notes
1 SPDR S&P 500 ETF TR 2,225,000 481,268 12.27% Put
2 FIRSTENERGY CORP 6,047,838 200,063 5.10%
3 SPDR S&P 500 ETF TR 893,200 193,199 4.93% Call
4 NORFOLK SOUTHN CORP 1,291,475 125,351 3.20%
5 RYDER SYS INC COM 1,848,191 121,888 3.11%
6 PPL CORP 3,197,394 110,534 2.82%
7 CENTERPOINT ENERGY INC 4,580,998 106,416 2.71%
8 SPDR S&P 500 ETF TR 490,289 106,050 2.70%
9 PG&E CORP 1,627,742 99,569 2.54%
10 RIO TINTO PLC 2,961,931 98,928 2.52%
11 CONSOLIDATED EDISON INC 1,209,000 91,038 2.32%
12 ASHLAND GLOBAL HLDGS INC 762,508 88,413 2.25%
13 AIR PRODS & CHEMS INC 583,855 87,777 2.24%
14 UNITED STATES STL CORP NEW 4,016,605 75,753 1.93%
15 HONEYWELL INTL INC 615,710 71,786 1.83%
16 TRANSCANADA CORP 1,478,000 70,294 1.79%
17 NEXTERA ENERGY INC 560,000 68,499 1.75%
18 OGE ENERGY CORP 1,902,243 60,149 1.53%
19 SOUTHERN CO 1,152,738 59,135 1.51%
20 ISHARES TR 470,400 58,428 1.49%
21 DUKE ENERGY CORP NEW 722,523 57,831 1.47%
22 ISHARES TR 1,517,000 56,812 1.45%
23 TECK RESOURCES LTD 3,072,861 55,404 1.41%
24 UNION PAC CORP 565,000 55,104 1.40%
25 PUBLIC SVC ENTERPRISE GRP IN 1,156,088 48,405 1.23%
26 WESTAR ENERGY 784,808 44,538 1.14%
27 SWIFT TRANSPORTATION 2,026,893 43,517 1.11%
28 ATMOS ENERGY CORP 560,488 41,740 1.06%
29 SPDR FTSE SP OILGAS EXP ETF 1,068,715 41,103 1.05%
30 DOMINION ENERGY INC 535,117 39,743 1.01%
31 C.H. ROBINSON WORLDW 539,000 37,978 0.97%
32 ISHARES TR 993,000 37,744 0.96%
33 SHERWIN WILLIAMS CO 136,365 37,726 0.96%
34 SPIRE INC COM 583,088 37,166 0.95%
35 VALERO ENERGY CORP NEW 696,297 36,904 0.94%
36 FIRSTENERGY CORP 970,000 32,088 0.82% Call
37 FORTIVE CORP 566,897 28,856 0.74%
38 ROWAN COMPANIES PLC SHS CL A 1,803,376 27,339 0.70%
39 OWENS CORNING NEW 499,781 26,683 0.68%
40 STEEL DYNAMICS INC 1,028,622 25,705 0.66%
41 KINDER MORGAN INC DEL 1,098,418 25,406 0.65%
42 BERRY PLASTICS GROUP INC 567,912 24,903 0.63%
43 Cheniere Energy Partners LP Holdings, LLC 1,038,602 23,618 0.60%
44 ENTERGY CORP NEW 307,000 23,556 0.60%
45 TERRAFORM GLOBAL INC CL A 5,113,829 21,018 0.54%
46 HOLLYFRONTIER CORP 840,537 20,593 0.53%
47 SUMMIT MATLS INC CL A 1,095,505 20,322 0.52%
48 GREAT PLAINS ENERGY INC 733,924 20,029 0.51%
49 ENBRIDGE INC 429,336 18,990 0.48%
50 DOW CHEM CO 346,800 17,975 0.46%
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