0001104659-21-139278.txt : 20211115 0001104659-21-139278.hdr.sgml : 20211115 20211115165116 ACCESSION NUMBER: 0001104659-21-139278 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211115 DATE AS OF CHANGE: 20211115 EFFECTIVENESS DATE: 20211115 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: 211411874 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 09-30-2021 09-30-2021 false LUMINUS MANAGEMENT LLC

1700 Broadway 26th Floor New York NY 10019

13F HOLDINGS REPORT 028-10672 N Joanne Park 212-424-2868 /s/ Joanne Park New York NY 11-15-2021 0 57 475549 INFORMATION TABLE 2 infotable.xml ANSYS INC COM 03662Q105 204 600 SH SOLE 600 0 0 ARCH RESOURCES INC COM 03940R107 54942 592371 SH SOLE 592371 0 0 ASHLAND GLOBAL HOLDINGS INC COM 044186104 34738 389792 SH SOLE 389792 0 0 BATTALION OIL CORP COM 07134L107 59854 6151448 SH SOLE 6151448 0 0 BERRY GLOBAL GROUP INC COM 08579W103 23220 381402 SH SOLE 381402 0 0 BENSON HILL INC -CW25 *W EXP 99/99/999 082490111 84 50000 SH SOLE 50000 0 0 BERKELEY LIGHTS INC COM 084310101 3292 168293 SH SOLE 168293 0 0 BLUESCAPE OPPORTUNITIES AC-A COM G1195N105 2920 298000 SH SOLE 298000 0 0 CALIX INC COM 13100M509 2719 55000 SH SOLE 55000 0 0 CHEMOURS CO/THE COM 163851108 25896 891134 SH SOLE 891134 0 0 CAMECO CORP COM 13321L108 2173 100000 SH SOLE 100000 0 0 CHINDATA GROUP HOLDINGS-ADR COM 16955F107 5904 701992 SH SOLE 701992 0 0 CHARGEPOINT HOLDINGS INC COM 15961R105 400 20000 SH SOLE 20000 0 0 DYCOM INDUSTRIES INC COM 267475101 2493 35000 SH SOLE 35000 0 0 ENPHASE ENERGY INC COM 29355A107 600 4000 SH SOLE 4000 0 0 ENOVIX CORP COM 293594107 31246 1654116 SH SOLE 1654116 0 0 EQT CORP COM 26884L109 44501 2175000 SH SOLE 2175000 0 0 ERO COPPER CORP COM 296006109 7107 401254 SH SOLE 401254 0 0 ENTERGY CORP COM 29364G103 2979 30000 SH SOLE 30000 0 0 EVERGY INC COM 30034W106 2231 35866 SH SOLE 35866 0 0 FERRO CORP COM 315405100 8 400 SH Call SOLE 400 0 0 FERRO CORP COM 315405100 2429 119415 SH SOLE 119415 0 0 FIRST SOLAR INC COM 336433107 16667 174600 SH SOLE 174600 0 0 FISKER INC COM 33813J106 1538 105000 SH SOLE 105000 0 0 FRONTIER COMMUNICATIONS PARE COM 35909D109 1951 70000 SH SOLE 70000 0 0 GENERAL ELECTRIC CO COM 369604301 3915 38000 SH SOLE 38000 0 0 GENERAC HOLDINGS INC COM 368736104 204 500 SH SOLE 500 0 0 FERROGLOBE PLC COM G33856108 11532 1325500 SH SOLE 1325500 0 0 INFINERA CORP COM 45667G103 3120 375000 SH SOLE 375000 0 0 JAMF HOLDING CORP COM 47074L105 747 19381 SH SOLE 19381 0 0 MAXEON SOLAR TECHNOLOGIE COM Y58473102 882 50000 SH SOLE 50000 0 0 MISSFRESH LTD-ADR COM 60500F105 8916 2044924 SH SOLE 2044924 0 0 MRC GLOBAL INC COM 55345K103 1285 175022 SH SOLE 175022 0 0 ARCELORMITTAL-NY REGISTERED COM 03938L203 7338 243300 SH SOLE 243300 0 0 MATTERPORT INC -CW27 *W EXP 08/24/202 577096118 35 4500 SH SOLE 4500 0 0 NOBLE CORP COM G6610J209 16656 615510 SH SOLE 615510 0 0 SUNNOVA ENERGY INTERNATIONAL COM 86745K104 1812 55000 SH SOLE 55000 0 0 NRG ENERGY INC COM 629377508 2818 69008 SH SOLE 69008 0 0 NXP SEMICONDUCTORS NV COM N6596X109 1469 7500 SH SOLE 7500 0 0 PROTERRA INC COM 74374T109 667 66000 SH SOLE 66000 0 0 RAIN THERAPEUTICS INC COM 75082Q105 2056 137428 SH SOLE 137428 0 0 REGIS CORP COM 758932107 4879 1401956 SH SOLE 1401956 0 0 ROMEO POWER INC COM 776153108 4315 871800 SH SOLE 871800 0 0 SUNRUN INC COM 86771W105 132 3000 SH SOLE 3000 0 0 SUNPOWER CORP COM 867652406 147 6500 SH SOLE 6500 0 0 QUIMICA Y MINERA CHIL-SP ADR COM 833635105 4413 82148 SH SOLE 82148 0 0 SUNOPTA INC COM 8676EP108 2679 300000 SH SOLE 300000 0 0 SUNLIGHT FINANCIAL HOLDINGS COM 86738J106 1513 285000 SH SOLE 285000 0 0 TRONOX HOLDINGS PLC- A COM G9087Q102 41054 1665472 SH SOLE 1665472 0 0 TENARIS SA-ADR COM 88031M109 1011 47900 SH SOLE 47900 0 0 TUSIMPLE HOLDINGS INC - A COM 90089L108 56 1500 SH SOLE 1500 0 0 VALARIS LTD COM G9460G101 564 16157 SH SOLE 16157 0 0 VALARIS LTD -CW28 *W EXP 04/29/202 G9460G119 952 280009 SH SOLE 280009 0 0 VIEW INC -CW27 *W EXP 03/08/202 92671V114 30 32590 SH SOLE 32590 0 0 VISTRA CORP COM 92840M102 16187 946613 SH SOLE 946613 0 0 IPATH SERIES B S&P 500 VIX COM 06747R477 2366 85000 SH SOLE 85000 0 0 EXELA TECHNOLOGIES INC COM 30162V409 1703 877912 SH SOLE 877912 0 0