0001104659-19-064141.txt : 20191114
0001104659-19-064141.hdr.sgml : 20191114
20191114155418
ACCESSION NUMBER: 0001104659-19-064141
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191114
DATE AS OF CHANGE: 20191114
EFFECTIVENESS DATE: 20191114
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: 191219731
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
09-30-2019
09-30-2019
false
LUMINUS MANAGEMENT LLC
1700 Broadway
26th Floor
New York
NY
10019
13F HOLDINGS REPORT
028-10672
N
Shawn R. Singh
General Counsel & CCO
212-424-2889
/s/ Shawn R. Singh
New York
NY
11-14-2019
0
103
3453098
INFORMATION TABLE
2
infotable.xml
AECOM
COM
00766T100
175261
4666161
SH
SOLE
4666161
0
0
AIR PRODUCTS & CHEMICALS INC
COM
009158106
78150
352251
SH
SOLE
352251
0
0
AMEREN CORPORATION
COM
023608102
34959
436720
SH
SOLE
436720
0
0
AMERICAN VANGUARD CORP
COM
030371108
1236
78753
SH
SOLE
78753
0
0
AMERICAN WATER WORKS CO INC
COM
030420103
32773
263811
SH
SOLE
263811
0
0
ANDERSONS INC
COM
034164103
21918
977194
SH
SOLE
977194
0
0
APACHE CORP
COM
037411105
584
22800
SH
SOLE
22800
0
0
AQUA AMERICA INC
COM
03836W103
10191
227331
SH
SOLE
227331
0
0
ARCH COAL INC - A
COM
039380407
83231
1121714
SH
SOLE
1121714
0
0
ARCELORMITTAL-NY REGISTERED
NY REGISTRY SH
03938L203
17812
1250836
SH
SOLE
1250836
0
0
ASHLAND GLOBAL HOLDINGS INC
COM
044186104
85619
1111214
SH
SOLE
1111214
0
0
ATMOS ENERGY CORP
COM
049560105
57960
508913
SH
SOLE
508913
0
0
BHP GROUP PLC-ADR
ADR
05545E209
25340
591504
SH
SOLE
591504
0
0
BAYTEX ENERGY CORP
COM
07317Q105
30396
20532965
SH
SOLE
20532965
0
0
BERRY GLOBAL GROUP INC
COM
08579W103
161929
4123481
SH
SOLE
4123481
0
0
BHP GROUP LTD-SPON ADR
ADR
088606108
218
4411
SH
SOLE
4411
0
0
BRIGHAM MINERALS INC-CL A
COM
10918L103
762
38271
SH
SOLE
38271
0
0
CMS ENERGY CORP
COM
125896100
63488
992779
SH
SOLE
992779
0
0
CABOT OIL & GAS CORP
COM
127097103
54736
3115324
SH
SOLE
3115324
0
0
CALLON PETROLEUM CO
COM
13123X102
45156
10404662
SH
SOLE
10404662
0
0
CANADIAN SOLAR INC
COM
136635109
3705
196256
SH
SOLE
196256
0
0
CENOVUS ENERGY INC
COM
15135U109
153013
16312735
SH
SOLE
16312735
0
0
CENTENNIAL RESOURCE DEV INC
CL A
15136A102
20420
4522610
SH
SOLE
4522610
0
0
CLEAR CHANNEL OUTDOOR HOLDIN
COM
18453H106
5643
2239480
SH
SOLE
2239480
0
0
COHERENT INC
COM
192479103
769
5000
SH
SOLE
5000
0
0
COMMERCIAL METALS CO
COM
201723103
27944
1607831
SH
SOLE
1607831
0
0
CONCHO RESOURCES INC
COM
20605P101
29564
435400
SH
SOLE
435400
0
0
CONSOLIDATED EDISON INC
COM
209115104
47090
498469
SH
SOLE
498469
0
0
DARLING INGREDIENTS INC
COM
237266101
4050
211687
SH
SOLE
211687
0
0
DOMINION ENERGY INC
COM
25746U109
19855
245000
SH
SOLE
245000
0
0
ECOLAB INC
COM
278865100
25587
129200
SH
SOLE
129200
0
0
ENLINK MIDSTREAM LLC
UNIT
29336T100
9487
1116079
SH
SOLE
1116079
0
0
ENPHASE ENERGY INC
COM
29355A107
29982
1348706
SH
SOLE
1348706
0
0
ENTERGY CORP
COM
29364G103
37538
319850
SH
SOLE
319850
0
0
EXTRACTION OIL & GAS INC
COM
30227M105
39636
13481592
SH
SOLE
13481592
0
0
FASTENAL CO
COM
311900104
5090
155800
SH
SOLE
155800
0
0
FERRO CORP
COM
315405100
30855
2601638
SH
SOLE
2601638
0
0
FIRST SOLAR INC
COM
336433107
11154
192270
SH
SOLE
192270
0
0
FIRSTENERGY CORP
COM
337932107
209599
4345826
SH
SOLE
4345826
0
0
FORTIVE CORP
COM
34959J108
32319
471400
SH
SOLE
471400
0
0
FULLER H B CO
COM
359694106
9968
214100
SH
SOLE
214100
0
0
GRAN TIERRA ENERGY INC
COM
38500T101
37266
29812459
SH
SOLE
29812459
0
0
GREEN PLAINS INC
COM
393222104
125
11810
SH
SOLE
11810
0
0
HONEYWELL INTERNATIONAL INC
COM
438516106
30405
179700
SH
SOLE
179700
0
0
JAGGED PEAK ENERGY INC
COM
47009K107
5689
783552
SH
SOLE
783552
0
0
KNIGHT-SWIFT TRANSPORTATION
COM
499049104
37037
1020314
SH
SOLE
1020314
0
0
LAREDO PETROLEUM INC
COM
516806106
27861
11560524
SH
SOLE
11560524
0
0
LIVENT CORP
COM
53814L108
35301
5276652
SH
SOLE
5276652
0
0
MRC GLOBAL INC
COM
55345K103
32895
2711871
SH
SOLE
2711871
0
0
MARATHON OIL CORP
COM
565849106
982
80000
SH
SOLE
80000
0
0
MARATHON PETROLEUM CORP
COM
56585A102
56583
931411
SH
SOLE
931411
0
0
MCDERMOTT INTL INC
COM
580037703
17324
8576131
SH
SOLE
8576131
0
0
NRG ENERGY INC
COM
629377508
82909
2093667
SH
SOLE
2093667
0
0
NEW GOLD INC
COM
644535106
7803
7767332
SH
SOLE
7767332
0
0
NEW ORIENTAL ED & TECH GR
ADR
647581107
498
4500
SH
SOLE
4500
0
0
NEXTERA ENERGY INC
COM
65339F101
91528
392842
SH
SOLE
392842
0
0
NISOURCE INC
COM
65473P105
15637
522642
SH
SOLE
522642
0
0
OASIS PETROLEUM INC
COM
674215108
31904
9220797
SH
SOLE
9220797
0
0
PBF ENERGY INC-CLASS A
COM
69318G106
15812
581530
SH
SOLE
581530
0
0
PTC THERAPEUTICS INC
COM
69366J200
6595
195000
SH
SOLE
195000
0
0
PARSLEY ENERGY INC-CLASS A
COM
701877102
89585
5332467
SH
SOLE
5332467
0
0
PILGRIMS PRIDE CORP
COM
72147K108
1548
48322
SH
SOLE
48322
0
0
PIONEER NATURAL RESOURCES CO
COM
723787107
943
7500
SH
SOLE
7500
0
0
POLYONE CORPORATION
COM
73179P106
10131
310300
SH
SOLE
310300
0
0
QUANTA SERVICES INC
COM
74762E102
62543
1654571
SH
SOLE
1654571
0
0
RAMACO RESOURCES INC
COM
75134P303
233
62381
SH
SOLE
62381
0
0
RENEWABLE ENERGY GROUP INC
COM
75972A301
28
1835
SH
SOLE
1835
0
0
RYDER SYSTEM INC
COM
783549108
120594
2329414
SH
SOLE
2329414
0
0
RYERSON HOLDING CORP
COM
783754104
1101
129114
SH
SOLE
129114
0
0
SPDR S&P 500 ETF TRUST
ETF
78462F103
130928
441176
SH
SOLE
441176
0
0
SRC ENERGY INC
COM
78470V108
26626
5713760
SH
SOLE
5713760
0
0
INDUSTRIAL SELECT SECT SPDR
ETF
81369Y704
64
820
SH
SOLE
820
0
0
SHOCKWAVE MEDICAL INC
COM
82489T104
9721
324800
SH
SOLE
324800
0
0
QUIMICA Y MINERA CHIL-SP ADR
ADR
833635105
695
25000
SH
SOLE
25000
0
0
STANTEC INC
COM
85472N109
69294
3129122
SH
SOLE
3129122
0
0
SUNDIAL GROWERS INC
COM
86730L109
3500
730000
SH
SOLE
730000
0
0
TECK RESOURCES LTD
CL B
878742204
2549
157035
SH
SOLE
157035
0
0
TIMKENSTEEL CORP
COM
887399103
18508
2942467
SH
SOLE
2942467
0
0
TRANSENTERIX INC
COM
89366M201
1411
2276776
SH
SOLE
2276776
0
0
TURQUOISE HILL RESOURCES LTD
COM
900435108
11721
24665696
SH
SOLE
24665696
0
0
2U INC
COM
90214J101
335
20600
SH
SOLE
20600
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
56944
417111
SH
SOLE
417111
0
0
UNIVAR SOLUTIONS INC
COM
91336L107
26687
1285479
SH
SOLE
1285479
0
0
VALE SA
ADR
91912E105
4860
422600
SH
SOLE
422600
0
0
VALERO ENERGY CORP
COM
91913Y100
27845
326666
SH
SOLE
326666
0
0
VALMONT INDUSTRIES
COM
920253101
1600
11556
SH
SOLE
11556
0
0
VISTRA ENERGY CORP
COM
92840M102
75430
2821905
SH
SOLE
2821905
0
0
WANDA SPORTS GROUP CO LTD
ADR
93368R101
4934
1218162
SH
SOLE
1218162
0
0
WARRIOR MET COAL INC
COM
93627C101
24343
1247077
SH
SOLE
1247077
0
0
YPF SOCIEDAD ANONIMA
ADR
984245100
24018
2596510
SH
SOLE
2596510
0
0
LINDE PLC
COM
G5494J103
20147
104000
SH
SOLE
104000
0
0
NOBLE CORP PLC
SHS
G65431101
3578
2817419
SH
SOLE
2817419
0
0
NVENT ELECTRIC PLC
SHS
G6700G107
1101
49951
SH
SOLE
49951
0
0
TRONOX HOLDINGS PLC- A
SHS
G9087Q102
42061
5067574
SH
SOLE
5067574
0
0
VENATOR MATERIALS PLC
SHS
G9329Z100
7318
2999381
SH
SOLE
2999381
0
0
VALARIS PLC
COM
G9402V109
42755
8888707
SH
SOLE
8888707
0
0
TRANSOCEAN LTD
SHS
H8817H100
10093
2257903
SH
SOLE
2257903
0
0
ADECOAGRO SA
COM
L00849106
588
100837
SH
SOLE
100837
0
0
VISTRA ENERGY CORP - CW24
*W EXP 02/02/202
92840M128
362
176593
SH
SOLE
176593
0
0
NRG ENERGY INC
DBCV 2.750% 6/0
629377CG5
43830
39000000
PRN
SOLE
39000000
0
0
SUNPOWER CORP
COM
867652406
5485
500000
SH
Call
SOLE
500000
0
0
SPDR S&P 500 ETF TRUST
ETF
78462F103
171088
576500
SH
Put
SOLE
576500
0
0
SPDR S&P OIL & GAS EXP & PR
ETF
78464A730
26832
1200000
SH
Call
SOLE
1200000
0
0