0001172661-16-002922.txt : 20160216 0001172661-16-002922.hdr.sgml : 20160215 20160216161505 ACCESSION NUMBER: 0001172661-16-002922 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20151231 FILED AS OF DATE: 20160216 DATE AS OF CHANGE: 20160216 EFFECTIVENESS DATE: 20160216 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: 161428388 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 12-31-2015 12-31-2015 false LUMINUS MANAGEMENT LLC

1700 Broadway 38th Fl New York NY 10019

13F HOLDINGS REPORT 028-10672 N Jonathan Barrett 212-615-3450 /s/ Jonathan Barrett New York NY 02-16-2016 0 125 2682532 INFORMATION TABLE 2 infotable.xml ABENGOA YIELD PLC ORD SHS G00349103 1881 97500 SH SOLE 97500 0 0 AECOM COM 00766T100 8560 285056 SH SOLE 285056 0 0 AGL RES INC COM 001204106 8959 140408 SH SOLE 140408 0 0 AIR PRODS & CHEMS INC COM 009158106 24281 186622 SH SOLE 186622 0 0 ALBEMARLE CORP COM 012653101 19547 348994 SH SOLE 348994 0 0 ALLIANT ENERGY CORP COM 018802108 12621 202096 SH SOLE 202096 0 0 AMEREN CORP COM 023608102 82598 1910670 SH SOLE 1910670 0 0 ANADARKO PETE CORP COM 032511107 27101 557858 SH SOLE 557858 0 0 ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 1795 425287 SH SOLE 425287 0 0 ASHLAND INC NEW COM 044209104 65043 633329 SH SOLE 633329 0 0 ASHLAND INC NEW COM 044209104 5186 50500 SH Call SOLE 50500 0 0 ATWOOD OCEANICS INC COM 050095108 5672 554463 SH SOLE 554463 0 0 BERRY PLASTICS GROUP INC COM 08579W103 11006 304206 SH SOLE 304206 0 0 BLACK HILLS CORP COM 092113109 24391 525339 SH SOLE 525339 0 0 BLACKROCK CR ALLCTN INC TR COM 092508100 259 20990 SH SOLE 20990 0 0 BUNGE LIMITED COM G16962105 11317 165742 SH SOLE 165742 0 0 CABOT OIL & GAS CORP COM 127097103 2179 123200 SH SOLE 123200 0 0 CALPINE CORP COM NEW 131347304 112321 7762378 SH SOLE 7762378 0 0 CAMERON INTERNATIONAL CORP COM 13342B105 316 5000 SH SOLE 5000 0 0 CELANESE CORP DEL COM SER A 150870103 14678 218000 SH SOLE 218000 0 0 CENTERPOINT ENERGY INC COM 15189T107 62093 3381955 SH SOLE 3381955 0 0 CHEMOURS CO COM 163851108 106 19800 SH Call SOLE 19800 0 0 CLIFFS NAT RES INC COM 18683K101 1326 839474 SH SOLE 839474 0 0 CONTINENTAL RESOURCES INC COM 212015101 23205 1009803 SH SOLE 1009803 0 0 CSX CORP COM 126408103 13718 528633 SH SOLE 528633 0 0 DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 2156 129478 SH SOLE 129478 0 0 DARLING INGREDIENTS INC COM 237266101 1008 95833 SH SOLE 95833 0 0 DELEK US HLDGS INC COM 246647101 3936 160000 SH SOLE 160000 0 0 DEVON ENERGY CORP NEW COM 25179M103 20664 645747 SH SOLE 645747 0 0 DIAMOND OFFSHORE DRILLING IN COM 25271C102 1161 55000 SH SOLE 55000 0 0 DOMINION RES INC VA NEW COM 25746U109 68666 1015173 SH SOLE 1015173 0 0 DOW CHEM CO COM 260543103 20592 400000 SH Call SOLE 400000 0 0 DOW CHEM CO COM 260543103 54990 1068189 SH SOLE 1068189 0 0 DTE ENERGY CO COM 233331107 19298 240653 SH SOLE 240653 0 0 DU PONT E I DE NEMOURS & CO COM 263534109 39287 589900 SH Call SOLE 589900 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 202748 2840004 SH SOLE 2840004 0 0 DYNEGY INC NEW DEL COM 26817R108 73955 5519055 SH SOLE 5519055 0 0 EATON CORP PLC SHS G29183103 5628 108144 SH SOLE 108144 0 0 ECHO GLOBAL LOGISTICS INC COM 27875T101 22232 1090345 SH SOLE 1090345 0 0 ENBRIDGE INC COM 29250N105 25586 770900 SH SOLE 770900 0 0 ENERSYS COM 29275Y102 2013 36000 SH SOLE 36000 0 0 ENSCO PLC SHS CLASS A G3157S106 13949 906381 SH SOLE 906381 0 0 ESCO TECHNOLOGIES INC COM 296315104 1273 35236 SH SOLE 35236 0 0 EXA CORP COM 300614500 209 18015 SH SOLE 18015 0 0 EXELON CORP COM 30161N101 33499 1206300 SH Call SOLE 1206300 0 0 EXELON CORP COM 30161N101 9667 348101 SH SOLE 348101 0 0 FERRO CORP COM 315405100 15082 1356252 SH SOLE 1356252 0 0 FIRSTENERGY CORP COM 337932107 238790 7525685 SH SOLE 7525685 0 0 GASLOG PARTNERS LP UNIT LTD PTNRP Y2687W108 9104 640246 SH SOLE 640246 0 0 GOLAR LNG LTD BERMUDA SHS G9456A100 13848 877000 SH SOLE 877000 0 0 GRACE W R & CO DEL NEW COM 38388F108 13222 132760 SH SOLE 132760 0 0 HANNON ARMSTRONG SUST INFR C COM 41068X100 3784 200000 SH SOLE 200000 0 0 HOLLYFRONTIER CORP COM 436106108 40045 1003900 SH SOLE 1003900 0 0 HONEYWELL INTL INC COM 438516106 50710 489616 SH SOLE 489616 0 0 HUNT J B TRANS SVCS INC COM 445658107 24649 336000 SH SOLE 336000 0 0 HUNTSMAN CORP COM 447011107 9949 875000 SH Call SOLE 875000 0 0 HUNTSMAN CORP COM 447011107 5298 466000 SH SOLE 466000 0 0 IDEX CORP COM 45167R104 10293 134352 SH SOLE 134352 0 0 INGERSOLL-RAND PLC SHS G47791101 8476 153300 SH SOLE 153300 0 0 INGREDION INC COM 457187102 2013 21000 SH SOLE 21000 0 0 INVESCO DYNAMIC CR OPP FD COM 46132R104 356 33772 SH SOLE 33772 0 0 ISHARES TR IBOXX HI YD ETF 464288513 64545 801000 SH SOLE 801000 0 0 ITC HLDGS CORP COM 465685105 4867 124000 SH SOLE 124000 0 0 ITT CORP NEW COM NEW 450911201 3774 103904 SH SOLE 103904 0 0 JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 1647 59507 SH SOLE 59507 0 0 KBR INC COM 48242W106 17556 1037616 SH SOLE 1037616 0 0 LACLEDE GROUP INC COM 505597104 20794 350000 SH SOLE 350000 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 16012 184258 SH SOLE 184258 0 0 MARATHON PETE CORP COM 56585A102 36280 699849 SH SOLE 699849 0 0 METHANEX CORP COM 59151K108 7262 220000 SH Call SOLE 220000 0 0 MOHAWK INDS INC COM 608190104 5115 27010 SH SOLE 27010 0 0 NEXTERA ENERGY INC COM 65339F101 15625 150403 SH SOLE 150403 0 0 NOBLE CORP PLC SHS USD G65431101 8672 822030 SH SOLE 822030 0 0 NRG YIELD INC CL A NEW 62942X306 13638 980479 SH SOLE 980479 0 0 NUVEEN CR STRATEGIES INCM FD COM SHS 67073D102 409 52176 SH SOLE 52176 0 0 OGE ENERGY CORP COM 670837103 13188 501624 SH SOLE 501624 0 0 OLIN CORP COM PAR $1 680665205 6916 400708 SH SOLE 400708 0 0 ONEOK INC NEW COM 682680103 15567 631252 SH SOLE 631252 0 0 PBF ENERGY INC CL A 69318G106 8282 225000 SH SOLE 225000 0 0 PG&E CORP COM 69331C108 181409 3410575 SH SOLE 3410575 0 0 PIEDMONT NAT GAS INC COM 720186105 19426 340689 SH SOLE 340689 0 0 PIMCO DYNAMIC CR INCOME FD COM SHS 72202D106 851 47219 SH SOLE 47219 0 0 POTASH CORP SASK INC COM 73755L107 3424 200000 SH Call SOLE 200000 0 0 PPG INDS INC COM 693506107 41969 424693 SH SOLE 424693 0 0 PTC INC COM 69370C100 482 13914 SH SOLE 13914 0 0 PUBLIC SVC ENTERPRISE GROUP COM 744573106 49528 1280121 SH SOLE 1280121 0 0 QUESTAR CORP COM 748356102 16781 861429 SH SOLE 861429 0 0 RIO TINTO PLC SPONSORED ADR 767204100 8724 299579 SH SOLE 299579 0 0 ROADRUNNER TRNSN SVCS HLDG I COM 76973Q105 2592 274900 SH SOLE 274900 0 0 ROWAN COMPANIES PLC SHS CL A G7665A101 2033 119969 SH SOLE 119969 0 0 RYDER SYS INC COM 783549108 67957 1195803 SH SOLE 1195803 0 0 SEADRILL LIMITED SHS G7945E105 678 200000 SH SOLE 200000 0 0 SHERWIN WILLIAMS CO COM 824348106 3357 12933 SH SOLE 12933 0 0 SOUTHWEST GAS CORP COM 844895102 451 8169 SH SOLE 8169 0 0 SPDR SERIES TRUST S&P OILGAS EXP 78464A730 6700 221700 SH SOLE 221700 0 0 SPDR SERIES TRUST S&P METALS MNG 78464A755 727 48600 SH SOLE 48600 0 0 STEEL DYNAMICS INC COM 858119100 22264 1245904 SH SOLE 1245904 0 0 SUMMIT MATLS INC CL A 86614U100 9419 470012 SH SOLE 470012 0 0 SWIFT TRANSN CO CL A 87074U101 52120 3771352 SH SOLE 3771352 0 0 SYNGENTA AG SPONSORED ADR 87160A100 1504 19100 SH SOLE 19100 0 0 TEEKAY CORPORATION COM Y8564W103 1974 200000 SH SOLE 200000 0 0 TEREX CORP NEW COM 880779103 1952 105613 SH SOLE 105613 0 0 TERRAFORM GLOBAL INC CL A 88104M101 19614 3508771 SH SOLE 3508771 0 0 TESORO CORP COM 881609101 10325 97990 SH SOLE 97990 0 0 TRANSALTA CORP COM 89346D107 62830 17748456 SH SOLE 17748456 0 0 TRANSOCEAN LTD REG SHS H8817H100 1937 156491 SH SOLE 156491 0 0 TRANSOCEAN PARTNERS LLC COM UNIT RP LT Y8977Y100 3503 396696 SH SOLE 396696 0 0 TRINSEO S A SHS L9340P101 6094 216102 SH SOLE 216102 0 0 TRONOX LTD SHS CL A Q9235V101 431 110317 SH SOLE 110317 0 0 TYCO INTL PLC SHS G91442106 510 16000 SH SOLE 16000 0 0 UNION PAC CORP COM 907818108 28967 370428 SH SOLE 370428 0 0 UNITED RENTALS INC COM 911363109 6870 94700 SH SOLE 94700 0 0 UNITED RENTALS INC COM 911363109 1814 25000 SH Put SOLE 25000 0 0 UNITED STATES STL CORP NEW COM 912909108 17102 2143083 SH SOLE 2143083 0 0 VALE S A ADR 91912E105 10892 3310758 SH SOLE 3310758 0 0 VALE S A ADR 91912E105 5758 1750000 SH Put SOLE 1750000 0 0 VALE S A ADR REPSTG PFD 91912E204 1505 590000 SH SOLE 590000 0 0 VALERO ENERGY CORP NEW COM 91913Y100 41687 589552 SH SOLE 589552 0 0 WABCO HLDGS INC COM 92927K102 7158 70000 SH SOLE 70000 0 0 WABTEC CORP COM 929740108 22901 322000 SH SOLE 322000 0 0 WEC ENERGY GROUP INC COM 92939U106 6283 122457 SH SOLE 122457 0 0 WESTERN REFNG INC COM 959319104 17796 499600 SH SOLE 499600 0 0 WESTLAKE CHEM CORP COM 960413102 4464 82180 SH SOLE 82180 0 0 WILLIAMS COS INC DEL COM 969457100 27694 1077600 SH SOLE 1077600 0 0 XPO LOGISTICS INC COM 983793100 11631 426812 SH SOLE 426812 0 0