0001104659-20-095455.txt : 20200814 0001104659-20-095455.hdr.sgml : 20200814 20200814152133 ACCESSION NUMBER: 0001104659-20-095455 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200814 DATE AS OF CHANGE: 20200814 EFFECTIVENESS DATE: 20200814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LUMINUS MANAGEMENT LLC CENTRAL INDEX KEY: 0001279151 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10672 FILM NUMBER: 201104459 BUSINESS ADDRESS: STREET 1: 1700 BROADWAY STREET 2: 26TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: 2126153450 MAIL ADDRESS: STREET 1: 1700 BROADWAY STREET 2: 26TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001279151 XXXXXXXX 06-30-2020 06-30-2020 false LUMINUS MANAGEMENT LLC

1700 Broadway 26th Floor New York NY 10019

13F HOLDINGS REPORT 028-10672 N Shawn R. Singh 212-424-2889 /s/ Shawn R. Singh New York NY 08-14-2020 0 47 770704 INFORMATION TABLE 2 infotable.xml KANSAS CITY SOUTHERN COM 485170302 52742 414700 SH SOLE 414700 0 0 OLD DOMINION FREIGHT LINE COM 679580100 51408 391650 SH SOLE 391650 0 0 ASHLAND GLOBAL HOLDINGS INC COM 044186104 22362 446607 SH SOLE 446607 0 0 AARONS COM 002535300 3104 68360 SH SOLE 68360 0 0 ATLAS AIR WORLDWIDE HOLDINGS COM 049164205 11313 262911 SH SOLE 262911 0 0 AECOM COM 00766T100 11509 306246 SH SOLE 306246 0 0 ALBANY INTERNATIONAL CL A COM 012348108 634 10800 SH SOLE 10800 0 0 ARCH RESOURCES INC COM 03940R107 19016 669351 SH SOLE 669351 0 0 ASHLAND GLOBAL HOLDINGS INC COM 044186104 12641 182935 SH SOLE 182935 0 0 BATTALION OIL COM 07134L107 58439 6151448 SH SOLE 6151448 0 0 BERRY GLOBAL GROUP INC COM 08579W103 14934 336958 SH SOLE 336958 0 0 BUNGE LTD COM G16962105 1645 40000 SH SOLE 40000 0 0 BRIGHTVIEW HOLDINGS INC COM 10948C107 5197 464052 SH SOLE 464052 0 0 CANADIAN NATURAL RESOURCES COM 136385101 81921 4700000 SH SOLE 4700000 0 0 COHERENT INC COM 192479103 1029 7854 SH SOLE 7854 0 0 CANADIAN SOLAR INC COM 136635109 2397 124391 SH SOLE 124391 0 0 NEW ORIENTAL ED & TECH GR ADR 647581107 677 5200 SH SOLE 5200 0 0 CALLAWAY GOLF COMPANY COM 131193104 1111 63452 SH SOLE 63452 0 0 ENBRIDGE INC COM 29250N105 33462 1100000 SH SOLE 1100000 0 0 ENPHASE ENERGY INC COM 29355A107 3177 66778 SH SOLE 66778 0 0 FERRO CORP COM 315405100 10488 878403 SH SOLE 878403 0 0 GRAN TIERRA ENERGY INC COM 38500T101 160 462116 SH SOLE 462116 0 0 KRATOS DEFENSE & SECURITY COM 50077B207 5016 320924 SH SOLE 320924 0 0 KEZAR LIFE SCIENCES INC COM 49372L100 1342 259003 SH SOLE 259003 0 0 MAGENTA THERAPEUTICS INC COM 55910K108 2698 359189 SH SOLE 359189 0 0 ARCELORMITTAL SA NY REGISTRY SH 03938L203 10895 1015353 SH SOLE 1015353 0 0 P G & E CORP COM 69331C108 95518 10768706 SH SOLE 10768706 0 0 RYDER SYSTEM INC COM 783549108 7413 197629 SH SOLE 197629 0 0 SOLITON INC COM 834251100 1025 131741 SH SOLE 131741 0 0 SPDR S&P 500 ETF TRUST ETF 78462F103 14210 46083 SH SOLE 46083 0 0 SUNCOR ENERGY INC COM 867224107 80085 4750000 SH SOLE 4750000 0 0 TRANSLATE BIO INC COM 89374L104 15015 837917 SH SOLE 837917 0 0 TELA BIO INC COM 872381108 2449 188992 SH SOLE 188992 0 0 TRONOX HOLDINGS PLC- A SHS G9087Q102 12978 1797447 SH SOLE 1797447 0 0 TC ENERGY CORP COM 87807B107 27216 635000 SH SOLE 635000 0 0 2U INC COM 90214J101 1277 33646 SH SOLE 33646 0 0 VALARIS PLC SHS G9402V109 24109 36982076 SH SOLE 36982076 0 0 VENATOR MATERIALS PLC SHS G9329Z100 444 248061 SH SOLE 248061 0 0 VISTRA ENERGY CORP COM 92840M102 3991 214332 SH SOLE 214332 0 0 NRG ENERGY INC DBCV 2.750% 6/0 629377CG5 39430 39000000 PRN SOLE 39000000 0 0 VISTRA ENERGY CORP - CW24 *W EXP 02/02/202 92840M128 106 176593 SH SOLE 176593 0 0 ASHLAND GLOBAL HOLDINGS INC COM 044186104 20730 300000 SH Call SOLE 300000 0 0 COHERENT INC COM 192479103 84 6000 SH Put SOLE 6000 0 0 CALLAWAY GOLF COMPANY COM 131193104 525 30000 SH Put SOLE 30000 0 0 SOLAREDGE TECHNOLOGIES COM 83417M104 156 25000 SH Put SOLE 25000 0 0 SPDR S&P 500 ETF TRUST ETF 78462F103 1542 5000 SH Put SOLE 5000 0 0 SPDR S&P 500 ETF TRUST ETF 78462F103 3084 10000 SH Put SOLE 10000 0 0