0001172661-14-001853.txt : 20141114
0001172661-14-001853.hdr.sgml : 20141114
20141114161931
ACCESSION NUMBER: 0001172661-14-001853
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140930
FILED AS OF DATE: 20141114
DATE AS OF CHANGE: 20141114
EFFECTIVENESS DATE: 20141114
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: 141224447
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
09-30-2014
09-30-2014
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
11-14-2014
0
143
3109222
INFORMATION TABLE
2
infotable.xml
ABENGOA YIELD PLC
ORD SHS
G00349103
16127
453267
SH
SOLE
453267
0
0
AIR PRODS & CHEMS INC
COM
009158106
12356
94913
SH
SOLE
94913
0
0
AIRGAS INC
COM
009363102
5533
50000
SH
Call
SOLE
50000
0
0
ALBEMARLE CORP
COM
012653101
13058
221700
SH
SOLE
221700
0
0
ALLEGION PUB LTD CO
ORD SHS
G0176J109
310
6499
SH
SOLE
6499
0
0
ALLETE INC
COM NEW
018522300
14063
316802
SH
SOLE
316802
0
0
ALLIANT ENERGY CORP
COM
018802108
12467
225000
SH
SOLE
225000
0
0
ALON USA ENERGY INC
COM
020520102
10028
698305
SH
SOLE
698305
0
0
AMEREN CORP
COM
023608102
60609
1581252
SH
SOLE
1581252
0
0
AMERICAN ELEC PWR INC
COM
025537101
316
6050
SH
SOLE
6050
0
0
ARCELORMITTAL SA LUXEMBOURG
NY REGISTRY SH
03938L104
12279
896900
SH
SOLE
896900
0
0
ARCH COAL INC
COM
039380100
2580
1217000
SH
SOLE
1217000
0
0
ASHLAND INC NEW
COM
044209104
44586
428302
SH
SOLE
428302
0
0
ASHLAND INC NEW
COM
044209104
15502
148900
SH
Call
SOLE
148900
0
0
ATMOS ENERGY CORP
COM
049560105
39473
827536
SH
SOLE
827536
0
0
ATWOOD OCEANICS INC
COM
050095108
15570
356377
SH
SOLE
356377
0
0
AUTODESK INC
COM
052769106
254
4617
SH
SOLE
4617
0
0
AXIALL CORP
COM
05463D100
1970
55000
SH
SOLE
55000
0
0
BABCOCK & WILCOX CO NEW
COM
05615F102
5936
214372
SH
SOLE
214372
0
0
BELDEN INC
COM
077454106
5256
82097
SH
SOLE
82097
0
0
BUNGE LIMITED
COM
G16962105
1971
23400
SH
SOLE
23400
0
0
CALPINE CORP
COM NEW
131347304
161636
7448654
SH
SOLE
7448654
0
0
CANADIAN PAC RY LTD
COM
13645T100
9860
47525
SH
SOLE
47525
0
0
CAPSTONE TURBINE CORP
COM
14067D102
143
133900
SH
SOLE
133900
0
0
CATERPILLAR INC DEL
COM
149123101
3565
36000
SH
SOLE
36000
0
0
CEMEX SAB DE CV
SPON ADR NEW
151290889
5269
404100
SH
SOLE
404100
0
0
CENTERPOINT ENERGY INC
COM
15189T107
15717
642305
SH
SOLE
642305
0
0
CF INDS HLDGS INC
COM
125269100
3462
12400
SH
SOLE
12400
0
0
CHEMTURA CORP
COM NEW
163893209
8994
385503
SH
SOLE
385503
0
0
CHICAGO BRIDGE & IRON CO N V
COM
167250109
14861
256893
SH
SOLE
256893
0
0
CLIFFS NAT RES INC
COM
18683K101
2732
263200
SH
SOLE
263200
0
0
COMMERCIAL METALS CO
COM
201723103
5605
328351
SH
SOLE
328351
0
0
CONSOL ENERGY INC
COM
20854P109
2915
77004
SH
SOLE
77004
0
0
CSX CORP
COM
126408103
45680
1424837
SH
SOLE
1424837
0
0
DANAHER CORP DEL
COM
235851102
228
3000
SH
SOLE
3000
0
0
DAQO NEW ENERGY CORP
SPNSRD ADR NEW
23703Q203
2819
65853
SH
SOLE
65853
0
0
DIAMOND OFFSHORE DRILLING IN
COM
25271C102
1007
29372
SH
SOLE
29372
0
0
DIAMOND OFFSHORE DRILLING IN
COM
25271C102
10281
300000
SH
Put
SOLE
300000
0
0
DOMINION RES INC VA NEW
COM
25746U109
66620
964244
SH
SOLE
964244
0
0
DOW CHEM CO
COM
260543103
15701
299414
SH
SOLE
299414
0
0
DU PONT E I DE NEMOURS & CO
COM
263534109
16146
225000
SH
Call
SOLE
225000
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
46655
623973
SH
SOLE
623973
0
0
DYNEGY INC NEW DEL
COM
26817R108
50834
1761425
SH
SOLE
1761425
0
0
EASTMAN CHEM CO
COM
277432100
14441
178524
SH
SOLE
178524
0
0
EDISON INTL
COM
281020107
48354
864704
SH
SOLE
864704
0
0
EL PASO ELEC CO
COM NEW
283677854
11720
320644
SH
SOLE
320644
0
0
EMERSON ELEC CO
COM
291011104
313
5000
SH
SOLE
5000
0
0
ENERSYS
COM
29275Y102
697
11886
SH
SOLE
11886
0
0
ENTERGY CORP NEW
COM
29364G103
394
5100
SH
SOLE
5100
0
0
ESCO TECHNOLOGIES INC
COM
296315104
358
10300
SH
SOLE
10300
0
0
EXA CORP
COM
300614500
212
18793
SH
SOLE
18793
0
0
EXELON CORP
COM
30161N101
91365
2680100
SH
Call
SOLE
2680100
0
0
EXELON CORP
COM
30161N101
211066
6191453
SH
SOLE
6191453
0
0
FEDEX CORP
COM
31428X106
9476
58695
SH
SOLE
58695
0
0
FERRO CORP
COM
315405100
11509
794299
SH
SOLE
794299
0
0
FIRSTENERGY CORP
COM
337932107
116921
3482894
SH
SOLE
3482894
0
0
GENERAC HLDGS INC
COM
368736104
332
8200
SH
SOLE
8200
0
0
GRACE W R & CO DEL NEW
COM
38388F108
2338
25708
SH
SOLE
25708
0
0
GRACE W R & CO DEL NEW
COM
38388F108
9094
100000
SH
Call
SOLE
100000
0
0
GRAINGER W W INC
COM
384802104
1785
7093
SH
SOLE
7093
0
0
GREEN PLAINS INC
COM
393222104
19321
516743
SH
SOLE
516743
0
0
HALLADOR ENERGY COMPANY
COM
40609P105
9039
763430
SH
SOLE
763430
0
0
HUB GROUP INC
CL A
443320106
8263
203881
SH
SOLE
203881
0
0
HUBBELL INC
CL B
443510201
362
3000
SH
SOLE
3000
0
0
HUNTSMAN CORP
COM
447011107
10409
400500
SH
SOLE
400500
0
0
IDACORP INC
COM
451107106
10616
198031
SH
SOLE
198031
0
0
ILLINOIS TOOL WKS INC
COM
452308109
3123
36996
SH
SOLE
36996
0
0
INGERSOLL-RAND PLC
SHS
G47791101
3661
64959
SH
SOLE
64959
0
0
INTEGRYS ENERGY GROUP INC
COM
45822P105
12511
193004
SH
SOLE
193004
0
0
ISHARES
IBOXX HI YD ETF
464288513
3678
40000
SH
Put
SOLE
40000
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
3865
35341
SH
SOLE
35341
0
0
ISRAEL CHEMICALS LTD
SHS
M5920A109
6146
850000
SH
SOLE
850000
0
0
ITT CORP NEW
COM NEW
450911201
568
12646
SH
SOLE
12646
0
0
JA SOLAR HOLDINGS CO LTD
SPON ADR REP5ORD
466090206
13422
1451057
SH
SOLE
1451057
0
0
JACOBS ENGR GROUP INC DEL
COM
469814107
12939
265031
SH
SOLE
265031
0
0
JACOBS ENGR GROUP INC DEL
COM
469814107
2441
50000
SH
Call
SOLE
50000
0
0
KBR INC
COM
48242W106
791
42000
SH
SOLE
42000
0
0
KINDER MORGAN INC DEL
COM
49456B101
26187
683031
SH
SOLE
683031
0
0
LACLEDE GROUP INC
COM
505597104
68251
1470924
SH
SOLE
1470924
0
0
LENNOX INTL INC
COM
526107107
1854
24116
SH
SOLE
24116
0
0
LIQTECH INTL INC
COM
53632A102
653
423846
SH
SOLE
423846
0
0
MARATHON PETE CORP
COM
56585A102
15448
182454
SH
SOLE
182454
0
0
MONSANTO CO NEW
COM
61166W101
18958
168500
SH
SOLE
168500
0
0
NATIONAL OILWELL VARCO INC
COM
637071101
19025
250000
SH
Put
SOLE
250000
0
0
NEW JERSEY RES
COM
646025106
11381
225330
SH
SOLE
225330
0
0
NEXTERA ENERGY INC
COM
65339F101
53221
566902
SH
SOLE
566902
0
0
NISOURCE INC
COM
65473P105
46512
1135000
SH
Call
SOLE
1135000
0
0
NORFOLK SOUTHERN CORP
COM
655844108
14530
130200
SH
SOLE
130200
0
0
OCEAN RIG UDW INC
SHS
Y64354205
15133
938759
SH
SOLE
938759
0
0
OGE ENERGY CORP
COM
670837103
57234
1542274
SH
SOLE
1542274
0
0
OLIN CORP
COM PAR $1
680665205
1263
50000
SH
Call
SOLE
50000
0
0
PACIFIC DRILLING SA LUXEMBOU
REG SHS
L7257P106
19125
2312614
SH
SOLE
2312614
0
0
PENTAIR PLC
SHS
G7S00T104
1048
16000
SH
SOLE
16000
0
0
PG&E CORP
COM
69331C108
96088
2133373
SH
SOLE
2133373
0
0
PHILLIPS 66
COM
718546104
12633
155369
SH
SOLE
155369
0
0
PNM RES INC
COM
69349H107
14383
577393
SH
SOLE
577393
0
0
POLYONE CORP
COM
73179P106
11202
314849
SH
SOLE
314849
0
0
POTASH CORP SASK INC
COM
73755L107
5854
169400
SH
SOLE
169400
0
0
PPG INDS INC
COM
693506107
14754
74994
SH
SOLE
74994
0
0
PPL CORP
COM
69351T106
111491
3394968
SH
SOLE
3394968
0
0
PRAXAIR INC
COM
74005P104
2593
20100
SH
Call
SOLE
20100
0
0
PTC INC
COM
69370C100
1021
27672
SH
SOLE
27672
0
0
QUANTA SVCS INC
COM
74762E102
11760
324067
SH
SOLE
324067
0
0
QUESTAR CORP
COM
748356102
6130
275000
SH
SOLE
275000
0
0
RELIANCE STEEL & ALUMINUM CO
COM
759509102
22111
323256
SH
SOLE
323256
0
0
REXNORD CORP NEW
COM
76169B102
282
9900
SH
SOLE
9900
0
0
ROCKWOOD HLDGS INC
COM
774415103
4931
64506
SH
SOLE
64506
0
0
ROWAN COMPANIES PLC
SHS CL A
G7665A101
12086
477526
SH
SOLE
477526
0
0
RYDER SYS INC
COM
783549108
32669
363114
SH
SOLE
363114
0
0
RYERSON HLDG CORP
COM
783754104
2560
200000
SH
SOLE
200000
0
0
SEADRILL LIMITED
SHS
G7945E105
9366
350000
SH
Put
SOLE
350000
0
0
SEADRILL PARTNERS LLC
COMUNIT REP LB
Y7545W109
2682
86000
SH
SOLE
86000
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
5888
110772
SH
SOLE
110772
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
18520
440000
SH
Put
SOLE
440000
0
0
SOUTHWEST GAS CORP
COM
844895102
25570
526342
SH
SOLE
526342
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
125758
638300
SH
Call
SOLE
638300
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
364211
1848600
SH
Put
SOLE
1848600
0
0
SPECTRA ENERGY CORP
COM
847560109
13741
350000
SH
Call
SOLE
350000
0
0
STEEL DYNAMICS INC
COM
858119100
6116
270500
SH
SOLE
270500
0
0
STEEL DYNAMICS INC
COM
858119100
14132
625000
SH
Call
SOLE
625000
0
0
SUNEDISON INC
COM
86732Y109
24469
1296027
SH
SOLE
1296027
0
0
SWIFT TRANSN CO
CL A
87074U101
26172
1247485
SH
SOLE
1247485
0
0
TECK RESOURCES LTD
CL B
878742204
36707
1943172
SH
SOLE
1943172
0
0
TECO ENERGY INC
COM
872375100
47114
2710841
SH
SOLE
2710841
0
0
TERRAFORM PWR INC
CL A COM
88104R100
20886
723689
SH
SOLE
723689
0
0
TERRAFORM PWR INC
CL A COM
88104R100
6551
227000
SH
Call
SOLE
227000
0
0
TETRA TECH INC NEW
COM
88162G103
2571
102931
SH
SOLE
102931
0
0
TIMKEN CO
COM
887389104
5299
125000
SH
SOLE
125000
0
0
TRANSOCEAN LTD
REG SHS
H8817H100
23978
750000
SH
Put
SOLE
750000
0
0
TRANSOCEAN PARTNERS LLC
COM UNIT RP LT
Y8977Y100
6527
249300
SH
SOLE
249300
0
0
TRINA SOLAR LIMITED
SPON ADR
89628E104
2254
186719
SH
SOLE
186719
0
0
TRONOX LTD
SHS CL A
Q9235V101
643
24700
SH
SOLE
24700
0
0
UGI CORP NEW
COM
902681105
14534
426347
SH
SOLE
426347
0
0
UIL HLDG CORP
COM
902748102
10456
295374
SH
SOLE
295374
0
0
UNITED RENTALS INC
COM
911363109
8218
73971
SH
SOLE
73971
0
0
VALERO ENERGY CORP NEW
COM
91913Y100
30791
665453
SH
SOLE
665453
0
0
WATSCO INC
COM
942622200
388
4507
SH
SOLE
4507
0
0
WESCO INTL INC
COM
95082P105
556
7100
SH
SOLE
7100
0
0
WGL HLDGS INC
COM
92924F106
9130
216761
SH
SOLE
216761
0
0
WILLIAMS COS INC DEL
COM
969457100
37859
683991
SH
SOLE
683991
0
0
WILLIAMS COS INC DEL
COM
969457100
17712
320000
SH
Call
SOLE
320000
0
0
WISCONSIN ENERGY CORP
COM
976657106
25176
585492
SH
SOLE
585492
0
0
YINGLI GREEN ENERGY HLDG CO
ADR
98584B103
372
119684
SH
SOLE
119684
0
0