0001172661-14-000745.txt : 20140214
0001172661-14-000745.hdr.sgml : 20140214
20140214162418
ACCESSION NUMBER: 0001172661-14-000745
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20131231
FILED AS OF DATE: 20140214
DATE AS OF CHANGE: 20140214
EFFECTIVENESS DATE: 20140214
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: 14617060
BUSINESS ADDRESS:
STREET 1: 1700 BROADWAY
STREET 2: 38TH FL
CITY: NEW YORK
STATE: NY
ZIP: 10019
BUSINESS PHONE: 2126153450
MAIL ADDRESS:
STREET 1: 1700 BROADWAY
STREET 2: 38TH FL
CITY: NEW YORK
STATE: NY
ZIP: 10019
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001279151
XXXXXXXX
12-31-2013
12-31-2013
false
LUMINUS MANAGEMENT LLC
1700 Broadway
38th Fl
New York
NY
10019
13F HOLDINGS REPORT
028-10672
N
Jonathan Barrett
President
212-615-3450
/s/ Jonathan Barrett
New York
NY
02-14-2014
0
136
1648084
INFORMATION TABLE
2
infotable.xml
ACUITY BRANDS INC
COM
00508Y102
929
8500
SH
SOLE
8500
0
0
AECOM TECHNOLOGY CORP DELAWA
COM
00766T100
9989
339420
SH
SOLE
339420
0
0
AIR PRODS & CHEMS INC
COM
009158106
5590
50000
SH
Call
SOLE
50000
0
0
ALLEGION PUB LTD CO
ORD SHS
G0176J109
1119
25315
SH
SOLE
25315
0
0
ALPHA NATURAL RESOURCES INC
COM
02076X102
5712
800000
SH
Call
SOLE
800000
0
0
AMERICAN ELEC PWR INC
COM
025537101
361
7716
SH
SOLE
7716
0
0
AMERICAN WTR WKS CO INC NEW
COM
030420103
27944
661251
SH
SOLE
661251
0
0
AMPHENOL CORP NEW
CL A
032095101
357
4000
SH
SOLE
4000
0
0
APPLIED INDL TECHNOLOGIES IN
COM
03820C105
245
5000
SH
SOLE
5000
0
0
ASHLAND INC NEW
COM
044209104
8695
89604
SH
SOLE
89604
0
0
ASPEN TECHNOLOGY INC
COM
045327103
981
23480
SH
SOLE
23480
0
0
ATWOOD OCEANICS INC
COM
050095108
1244
23300
SH
SOLE
23300
0
0
AUTODESK INC
COM
052769106
312
6200
SH
SOLE
6200
0
0
AXIALL CORP
COM
05463D100
2372
50000
SH
Call
SOLE
50000
0
0
AZZ INC
COM
002474104
600
12272
SH
SOLE
12272
0
0
BABCOCK & WILCOX CO NEW
COM
05615F102
7139
208800
SH
SOLE
208800
0
0
BADGER METER INC
COM
056525108
343
6300
SH
SOLE
6300
0
0
BELDEN INC
COM
077454106
837
11882
SH
SOLE
11882
0
0
BUNGE LIMITED
COM
G16962105
2012
24500
SH
SOLE
24500
0
0
CALPINE CORP
COM NEW
131347304
128705
6596896
SH
SOLE
6596896
0
0
CANADIAN NATL RY CO
COM
136375102
18532
325000
SH
Call
SOLE
325000
0
0
CANADIAN SOLAR INC
COM
136635109
5211
174763
SH
SOLE
174763
0
0
CAPSTONE TURBINE CORP
COM
14067D102
2767
1592526
SH
SOLE
1592526
0
0
CATERPILLAR INC DEL
COM
149123101
9082
100000
SH
Call
SOLE
100000
0
0
CF INDS HLDGS INC
COM
125269100
3566
15300
SH
SOLE
15300
0
0
CHEMTURA CORP
COM NEW
163893209
3652
130803
SH
SOLE
130803
0
0
CHICAGO BRIDGE & IRON CO N V
COM
167250109
3248
39069
SH
SOLE
39069
0
0
CLIFFS NAT RES INC
COM
18683K101
2378
90700
SH
Call
SOLE
90700
0
0
CLIFFS NAT RES INC
COM
18683K101
15726
600000
SH
Put
SOLE
600000
0
0
CLOUD PEAK ENERGY INC
COM
18911Q102
7950
441680
SH
SOLE
441680
0
0
CMS ENERGY CORP
COM
125896100
32851
1227149
SH
SOLE
1227149
0
0
CONSOL ENERGY INC
COM
20854P109
1717
45147
SH
SOLE
45147
0
0
CONSOLIDATED EDISON INC
COM
209115104
11255
203600
SH
Call
SOLE
203600
0
0
CONSOLIDATED EDISON INC
COM
209115104
12280
222141
SH
SOLE
222141
0
0
CON-WAY INC
COM
205944101
14822
373250
SH
SOLE
373250
0
0
CSX CORP
COM
126408103
10645
370000
SH
Call
SOLE
370000
0
0
CUMMINS INC
COM
231021106
4006
28416
SH
SOLE
28416
0
0
DIGI INTL INC
COM
253798102
274
22597
SH
SOLE
22597
0
0
DOMINION RES INC VA NEW
COM
25746U109
226
3500
SH
SOLE
3500
0
0
DU PONT E I DE NEMOURS & CO
COM
263534109
12994
200000
SH
Call
SOLE
200000
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
74881
1085077
SH
SOLE
1085077
0
0
DYNEGY INC NEW DEL
COM
26817R108
110941
5155268
SH
SOLE
5155268
0
0
EASTMAN CHEM CO
COM
277432100
15219
188586
SH
SOLE
188586
0
0
EASTMAN CHEM CO
COM
277432100
8958
111000
SH
Call
SOLE
111000
0
0
EATON CORP PLC
SHS
G29183103
5323
69923
SH
SOLE
69923
0
0
ECOLAB INC
COM
278865100
2085
20000
SH
SOLE
20000
0
0
EMERSON ELEC CO
COM
291011104
527
7505
SH
SOLE
7505
0
0
ENERSYS
COM
29275Y102
1272
18150
SH
SOLE
18150
0
0
ENTERGY CORP NEW
COM
29364G103
79646
1258833
SH
SOLE
1258833
0
0
ESCO TECHNOLOGIES INC
COM
296315104
1128
32922
SH
SOLE
32922
0
0
EXA CORP
COM
300614500
282
21288
SH
SOLE
21288
0
0
EXELON CORP
COM
30161N101
105690
3858702
SH
SOLE
3858702
0
0
FIRSTENERGY CORP
COM
337932107
25983
787827
SH
SOLE
787827
0
0
FLUOR CORP NEW
COM
343412102
5620
70000
SH
SOLE
70000
0
0
GENERAC HLDGS INC
COM
368736104
634
11200
SH
SOLE
11200
0
0
GENERAL ELECTRIC CO
COM
369604103
4982
177732
SH
SOLE
177732
0
0
GOLAR LNG PARTNERS LP
COM UNIT LPI
Y2745C102
5596
185000
SH
SOLE
185000
0
0
GRAINGER W W INC
COM
384802104
945
3700
SH
SOLE
3700
0
0
HALLADOR ENERGY COMPANY
COM
40609P105
3855
478229
SH
SOLE
478229
0
0
HONEYWELL INTL INC
COM
438516106
1800
19700
SH
SOLE
19700
0
0
HUBBELL INC
CL B
443510201
1372
12600
SH
SOLE
12600
0
0
HUNT J B TRANS SVCS INC
COM
445658107
11054
143000
SH
SOLE
143000
0
0
HUNTSMAN CORP
COM
447011107
2127
86450
SH
SOLE
86450
0
0
INGERSOLL-RAND PLC
SHS
G47791101
1568
25448
SH
SOLE
25448
0
0
INTEGRYS ENERGY GROUP INC
COM
45822P105
43558
800559
SH
SOLE
800559
0
0
ITRON INC
COM
465741106
934
22553
SH
SOLE
22553
0
0
JA SOLAR HOLDINGS CO LTD
SPON ADR REP5ORD
466090206
6862
748285
SH
SOLE
748285
0
0
JOHNSON CTLS INC
COM
478366107
973
18975
SH
SOLE
18975
0
0
KBR INC
COM
48242W106
15946
500000
SH
Call
SOLE
500000
0
0
KBR INC
COM
48242W106
2137
67000
SH
SOLE
67000
0
0
LACLEDE GROUP INC
COM
505597104
20276
445242
SH
SOLE
445242
0
0
LEAR CORP
COM NEW
521865204
308
3800
SH
SOLE
3800
0
0
LENNOX INTL INC
COM
526107107
570
6700
SH
SOLE
6700
0
0
LIQTECH INTL INC
COM
53632A102
954
423846
SH
SOLE
423846
0
0
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
4833
60200
SH
SOLE
60200
0
0
MANHATTAN ASSOCS INC
COM
562750109
200
1700
SH
SOLE
1700
0
0
MANITOWOC INC
COM
563571108
1658
71100
SH
SOLE
71100
0
0
MARATHON PETE CORP
COM
56585A102
31647
345000
SH
Call
SOLE
345000
0
0
MARATHON PETE CORP
COM
56585A102
11026
120205
SH
SOLE
120205
0
0
MASTEC INC
COM
576323109
4321
132058
SH
SOLE
132058
0
0
MCDERMOTT INTL INC
COM
580037109
3664
400000
SH
Call
SOLE
400000
0
0
MONSANTO CO NEW
COM
61166W101
2972
25500
SH
SOLE
25500
0
0
MRC GLOBAL INC
COM
55345K103
7740
239934
SH
SOLE
239934
0
0
NATIONAL GRID PLC
SPON ADR NEW
636274300
44792
685735
SH
SOLE
685735
0
0
NEW JERSEY RES
COM
646025106
1112
24059
SH
SOLE
24059
0
0
NISOURCE INC
COM
65473P105
1088
33092
SH
SOLE
33092
0
0
NORFOLK SOUTHERN CORP
COM
655844108
10026
108000
SH
SOLE
108000
0
0
NUCOR CORP
COM
670346105
3902
73100
SH
Put
SOLE
73100
0
0
OGE ENERGY CORP
COM
670837103
6646
196033
SH
SOLE
196033
0
0
OLIN CORP
COM PAR $1
680665205
3751
130000
SH
Call
SOLE
130000
0
0
PACIFIC DRILLING SA LUXEMBOU
REG SHS
L7257P106
9331
759338
SH
SOLE
759338
0
0
PACIFIC DRILLING SA LUXEMBOU
REG SHS
L7257P106
351
30600
SH
Call
SOLE
30600
0
0
PARKER HANNIFIN CORP
COM
701094104
3480
27050
SH
SOLE
27050
0
0
PBF ENERGY INC
CL A
69318G106
17029
541300
SH
Call
SOLE
541300
0
0
PEABODY ENERGY CORP
COM
704549104
9413
482000
SH
SOLE
482000
0
0
PEPCO HOLDINGS INC
COM
713291102
18276
955374
SH
SOLE
955374
0
0
PG&E CORP
COM
69331C108
101770
2526567
SH
SOLE
2526567
0
0
PG&E CORP
COM
69331C108
10070
250000
SH
Call
SOLE
250000
0
0
POLYONE CORP
COM
73179P106
3538
100082
SH
SOLE
100082
0
0
PORTLAND GEN ELEC CO
COM NEW
736508847
27370
906304
SH
SOLE
906304
0
0
POTASH CORP SASK INC
COM
73755L107
989
30000
SH
Call
SOLE
30000
0
0
POTASH CORP SASK INC
COM
73755L107
5079
154100
SH
SOLE
154100
0
0
PPG INDS INC
COM
693506107
6259
33000
SH
Call
SOLE
33000
0
0
PPG INDS INC
COM
693506107
7611
40129
SH
SOLE
40129
0
0
PPL CORP
COM
69351T106
19879
660661
SH
SOLE
660661
0
0
PTC INC
COM
69370C100
2706
76465
SH
SOLE
76465
0
0
PUBLIC SVC ENTERPRISE GROUP
COM
744573106
21631
675130
SH
SOLE
675130
0
0
QUESTAR CORP
COM
748356102
3087
134296
SH
SOLE
134296
0
0
REGAL BELOIT CORP
COM
758750103
759
10300
SH
SOLE
10300
0
0
RIO TINTO PLC
SPONSORED ADR
767204100
7879
139628
SH
SOLE
139628
0
0
ROCKWOOD HLDGS INC
COM
774415103
5358
74503
SH
SOLE
74503
0
0
ROWAN COMPANIES PLC
SHS CL A
G7665A101
5127
145000
SH
SOLE
145000
0
0
RPM INTL INC
COM
749685103
4338
104500
SH
SOLE
104500
0
0
SHERWIN WILLIAMS CO
COM
824348106
3120
17000
SH
SOLE
17000
0
0
SOUTHERN CO
COM
842587107
571
13900
SH
SOLE
13900
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
121895
660000
SH
Call
SOLE
660000
0
0
SPX CORP
COM
784635104
249
2500
SH
SOLE
2500
0
0
SWIFT TRANSN CO
CL A
87074U101
6572
295900
SH
SOLE
295900
0
0
TAMINCO CORP
COM
87509U106
4809
237940
SH
SOLE
237940
0
0
TECK RESOURCES LTD
CL B
878742204
7845
301600
SH
SOLE
301600
0
0
TECO ENERGY INC
COM
872375100
14654
850000
SH
Call
SOLE
850000
0
0
TEREX CORP NEW
COM
880779103
525
12500
SH
SOLE
12500
0
0
TESORO CORP
COM
881609101
9982
170631
SH
SOLE
170631
0
0
THE ADT CORPORATION
COM
00101J106
789
19500
SH
SOLE
19500
0
0
THERMON GROUP HLDGS INC
COM
88362T103
639
23368
SH
SOLE
23368
0
0
TYCO INTERNATIONAL LTD
SHS
H89128104
1332
32448
SH
SOLE
32448
0
0
UNION PAC CORP
COM
907818108
23831
141853
SH
SOLE
141853
0
0
UNITED RENTALS INC
COM
911363109
709
9094
SH
SOLE
9094
0
0
VALERO ENERGY CORP NEW
COM
91913Y100
36207
718400
SH
Call
SOLE
718400
0
0
VALERO ENERGY CORP NEW
COM
91913Y100
10025
198900
SH
SOLE
198900
0
0
WABCO HLDGS INC
COM
92927K102
3615
38696
SH
SOLE
38696
0
0
WALTER ENERGY INC
COM
93317Q105
7317
440000
SH
Call
SOLE
440000
0
0
WESTAR ENERGY INC
COM
95709T100
7635
237336
SH
SOLE
237336
0
0
WESTLAKE CHEM CORP
COM
960413102
5200
42600
SH
SOLE
42600
0
0
WILLIAMS COS INC DEL
COM
969457100
3911
101400
SH
SOLE
101400
0
0
YINGLI GREEN ENERGY HLDG CO
ADR
98584B103
3270
647600
SH
Call
SOLE
647600
0
0