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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 (2016Q4)
Original 13F HR (0001172661-17-000749) filed in 2017.02.14
#
Name
Shares
Value ($)
%
Options
Notes
101 SM ENERGY CO 125,000 4,310 0.10%
102 NEXTERA ENERGY PARTNERS LP 165,146 4,218 0.09%
103 ATWOOD OCEANICS INC 293,800 3,858 0.09%
104 TRANSOCEAN LTD 245,268 3,615 0.08%
105 KENNAMETAL INC 111,800 3,495 0.08% Put
106 WR GRACE & CO 50,000 3,382 0.08% Call
107 RSP PERMIAN INC COM 75,075 3,350 0.08%
108 NOBLE CORP PLC 550,600 3,260 0.07%
109 KANSAS CITY SOUTHERN 38,000 3,224 0.07%
110 SRC ENERGY INC 354,800 3,161 0.07%
111 LENNOX INTL INC 20,000 3,063 0.07%
112 PARSLEY ENERGY CLA A 70,000 2,467 0.06%
113 AZURE PWR GLOBAL LTD 144,200 2,451 0.06%
114 PACCAR INC 38,000 2,428 0.05%
115 FIRST SOLAR INC 72,550 2,328 0.05%
116 CVR REFNG LP 220,000 2,288 0.05% Put
117 VALVOLINE INC 97,088 2,087 0.05%
118 BUNGE LIMITED 28,641 2,069 0.05%
119 ROADRUNNER TRANSHOLDINGS INC 199,021 2,068 0.05%
120 FLOWSERVE CORP 4,300,000 2,066 0.05%
121 METHANEX CORP 43,529 1,907 0.04%
122 VERSUM MATLS INC 51,414 1,443 0.03%
123 METHANEX CORP 25,000 1,095 0.02% Call
124 PENN WEST PETE LTD NEW 600,200 1,062 0.02%
125 HORMEL FOODS CORP 29,000 1,009 0.02%
126 AGRIUM INC 10,000 1,006 0.02%
127 AVANGRID INC COM 26,082 988 0.02%
128 TRINA SOLAR ADR REPTG 50 ORD 100,000 930 0.02%
129 CF INDS HLDGS INC 29,500 929 0.02%
130 PILGRIMS PRIDE CORP NEW 40,000 760 0.02%
131 ADVANSIX INC 24,628 545 0.01%
132 BLACK HILLS CORP 6,567 403 0.01%
133 WESTERN REFNG INC 7,244 274 0.01%
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Restatement filing (0001172661-17-000794) filed in 2017.02.22
#
Name
Shares
Value ($)
%
Options
Notes
1 WESTERN REFNG INC 7,244 274 0.01%
2 BLACK HILLS CORP 6,567 403 0.01%
3 ADVANSIX INC 24,628 545 0.01%
4 PILGRIMS PRIDE CORP NEW 40,000 760 0.02%
5 CF INDS HLDGS INC 29,500 929 0.02%
6 TRINA SOLAR ADR REPTG 50 ORD 100,000 930 0.02%
7 AVANGRID INC COM 26,082 988 0.02%
8 AGRIUM INC 10,000 1,006 0.02%
9 HORMEL FOODS CORP 29,000 1,009 0.02%
10 PENN WEST PETE LTD NEW 600,200 1,062 0.02%
11 METHANEX CORP 25,000 1,095 0.02% Call
12 VERSUM MATLS INC 51,414 1,443 0.03%
13 METHANEX CORP 43,529 1,907 0.04%
14 FLOWSERVE CORP 43,000 2,066 0.05%
15 ROADRUNNER TRANSHOLDINGS INC 199,021 2,068 0.05%
16 BUNGE LIMITED 28,641 2,069 0.05%
17 VALVOLINE INC 97,088 2,087 0.05%
18 CVR REFNG LP 220,000 2,288 0.05% Put
19 FIRST SOLAR INC 72,550 2,328 0.05%
20 PACCAR INC 38,000 2,428 0.05%
21 AZURE PWR GLOBAL LTD 144,200 2,451 0.06%
22 PARSLEY ENERGY CLA A 70,000 2,467 0.06%
23 LENNOX INTL INC 20,000 3,063 0.07%
24 SRC ENERGY INC 354,800 3,161 0.07%
25 KANSAS CITY SOUTHERN 38,000 3,224 0.07%
26 NOBLE CORP PLC 550,600 3,260 0.07%
27 RSP PERMIAN INC COM 75,075 3,350 0.08%
28 WR GRACE & CO 50,000 3,382 0.08% Call
29 KENNAMETAL INC 111,800 3,495 0.08% Put
30 TRANSOCEAN LTD 245,268 3,615 0.08%
31 ATWOOD OCEANICS INC 293,800 3,858 0.09%
32 NEXTERA ENERGY PARTNERS LP 165,146 4,218 0.09%
33 SM ENERGY CO 125,000 4,310 0.10%
34 SELECT SECTOR SPDR TR 60,000 4,519 0.10%
35 SEALED AIR CORP NEW 100,000 4,534 0.10% Call
36 CLOUD PEAK ENERGY INC COM 856,169 4,803 0.11%
37 FLOWSERVE CORP 100,000 4,805 0.11% Call
38 HUNTSMAN CORP 252,784 4,823 0.11%
39 OGE ENERGY CORP 144,717 4,841 0.11%
40 CELANESE CORP DEL 62,413 4,914 0.11%
41 WILDHORSE RESOURCE DEV CORP 337,700 4,930 0.11%
42 EASTMAN CHEM CO 65,760 4,946 0.11%
43 GCP APPLIED TECHNOLOGIES INC 187,643 5,019 0.11%
44 HANNON ARMSTRONG SUST INFR C 293,563 5,575 0.13%
45 WESTLAKE CHEM CORP 111,000 6,215 0.14%
46 FIRSTENERGY CORP 212,500 6,581 0.15% Put
47 PUBLIC SVC ENTERPRISE GRP IN 151,000 6,626 0.15%
48 DAQO NEW ENERGY CORP 344,936 6,657 0.15%
49 Teekay Offshore Partners LP 1,346,494 6,813 0.15%
50 DIAMOND OFFSHR DRILLING 396,500 7,018 0.16%
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