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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 FIRSTENERGY CORP 6,047,838 200,063 5.10%
2 TERRAFORM GLOBAL INC 5,113,829 21,018 0.54%
3 GRAN TIERRA ENERGY INC 4,832,500 14,546 0.37%
4 CENTERPOINT ENERGY INC 4,580,998 106,416 2.71%
5 UNITED STATES STL CORP NEW 4,016,605 75,753 1.93%
6 PPL CORP 3,197,394 110,534 2.82%
7 TECK RESOURCES LTD 3,072,861 55,404 1.41%
8 RIO TINTO PLC 2,961,931 98,928 2.52%
9 SPDR S&P 500 ETF TR 2,225,000 481,268 12.27% Put
10 SWIFT TRANSN CO 2,026,893 43,517 1.11%
11 ENSCO PLC 1,917,443 16,298 0.42%
12 OGE ENERGY CORP 1,902,243 60,149 1.53%
13 RYDER SYS INC 1,848,191 121,888 3.11%
14 ROWAN COMPANIES PLC 1,803,376 27,339 0.70%
15 PG&E CORP 1,627,742 99,569 2.54%
16 ISHARES TR 1,517,000 56,812 1.45%
17 CLIFFS NAT RES INC 1,500,000 8,775 0.22% Put
18 TRANSCANADA CORP 1,478,000 70,294 1.79%
19 NORFOLK SOUTHERN CORP 1,291,475 125,351 3.20%
20 NOBLE CORP PLC 1,256,921 7,969 0.20%
21 CONSOLIDATED EDISON INC 1,209,000 91,038 2.32%
22 PUBLIC SVC ENTERPRISE GRP IN 1,156,088 48,405 1.23%
23 SOUTHERN CO 1,152,738 59,135 1.51%
24 KINDER MORGAN INC DEL 1,098,418 25,406 0.65%
25 SUMMIT MATLS INC CL A 1,095,505 20,322 0.52%
26 SPDR SERIES TRUST 1,068,715 41,103 1.05%
27 CHENIERE ENERGY PTNRS LP HLD 1,038,602 23,618 0.60%
28 STEEL DYNAMICS INC 1,028,622 25,705 0.66%
29 CLIFFS NAT RES INC 1,023,891 5,990 0.15%
30 ISHARES TR 993,000 37,744 0.96%
31 FIRSTENERGY CORP 970,000 32,088 0.82% Call
32 CHEMOURS CO 928,422 14,855 0.38%
33 VALE S A 904,159 4,973 0.13%
34 SPDR S&P 500 ETF TR 893,200 193,199 4.93% Call
35 Teekay Offshore Partners LP 882,789 5,579 0.14%
36 NRG YIELD INC 840,606 13,719 0.35%
37 HOLLYFRONTIER CORP 840,537 20,593 0.53%
38 WESTAR ENERGY 784,808 44,538 1.14%
39 ASHLAND GLOBAL HLDGS INC 762,508 88,413 2.25%
40 GREAT PLAINS ENERGY INC 733,924 20,029 0.51%
41 DUKE ENERGY CORP NEW 722,523 57,831 1.47%
42 GASLOG PARTNERS LP 698,423 15,219 0.39%
43 VALERO ENERGY CORP NEW 696,297 36,904 0.94%
44 HONEYWELL INTL INC 615,710 71,786 1.83%
45 AIR PRODS & CHEMS INC 583,855 87,777 2.24%
46 SPIRE INC COM 583,088 37,166 0.95%
47 TRANSOCEAN LTD 574,051 6,119 0.16%
48 BERRY PLASTICS GROUP INC 567,912 24,903 0.63%
49 FORTIVE CORP 566,897 28,856 0.74%
50 UNION PAC CORP 565,000 55,104 1.40%
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