0001172661-15-001214.txt : 20150515 0001172661-15-001214.hdr.sgml : 20150515 20150515162313 ACCESSION NUMBER: 0001172661-15-001214 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150515 DATE AS OF CHANGE: 20150515 EFFECTIVENESS DATE: 20150515 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: 15869861 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 03-31-2015 03-31-2015 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 05-15-2015 0 112 2816671
INFORMATION TABLE 2 infotable.xml ABENGOA YIELD PLC ORD SHS G00349103 20572 609006 SH SOLE 609006 0 0 AGCO CORP COM 001084102 4764 100000 SH Call SOLE 100000 0 0 AGL RES INC COM 001204106 29035 584791 SH SOLE 584791 0 0 AGRIUM INC COM 008916108 2826 27100 SH SOLE 27100 0 0 AIR PRODS & CHEMS INC COM 009158106 21317 140913 SH SOLE 140913 0 0 ALBEMARLE CORP COM 012653101 3583 67800 SH SOLE 67800 0 0 ALPHA NATURAL RESOURCES INC COM 02076X102 1405 1405000 SH SOLE 1405000 0 0 AMEREN CORP COM 023608102 47829 1133389 SH SOLE 1133389 0 0 AMERICAN ELEC PWR INC COM 025537101 35944 639000 SH SOLE 639000 0 0 ANADARKO PETE CORP COM 032511107 10682 129000 SH SOLE 129000 0 0 ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 13582 1441856 SH SOLE 1441856 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 1422 30000 SH SOLE 30000 0 0 ASHLAND INC NEW COM 044209104 29658 232958 SH SOLE 232958 0 0 ASPEN TECHNOLOGY INC COM 045327103 385 10000 SH SOLE 10000 0 0 ATMOS ENERGY CORP COM 049560105 38705 699916 SH SOLE 699916 0 0 ATWOOD OCEANICS INC COM 050095108 11031 392440 SH SOLE 392440 0 0 BABCOCK & WILCOX CO NEW COM 05615F102 16731 521380 SH SOLE 521380 0 0 BELDEN INC COM 077454106 1954 20883 SH SOLE 20883 0 0 BERRY PLASTICS GROUP INC COM 08579W103 7274 201000 SH SOLE 201000 0 0 BHP BILLITON LTD SPONSORED ADR 088606108 7929 170625 SH SOLE 170625 0 0 BUNGE LIMITED COM G16962105 3611 43850 SH SOLE 43850 0 0 CALPINE CORP COM NEW 131347304 130178 5692074 SH SOLE 5692074 0 0 CANADIAN PAC RY LTD COM 13645T100 75704 413894 SH SOLE 413894 0 0 CELANESE CORP DEL COM SER A 150870103 5586 100000 SH Call SOLE 100000 0 0 CHEMTURA CORP COM NEW 163893209 1365 50000 SH Call SOLE 50000 0 0 CONTINENTAL RESOURCES INC COM 212015101 1528 35000 SH SOLE 35000 0 0 DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 2807 105873 SH SOLE 105873 0 0 DELEK US HLDGS INC COM 246647101 7332 184462 SH SOLE 184462 0 0 DEVON ENERGY CORP NEW COM 25179M103 7117 118000 SH SOLE 118000 0 0 DOMINION RES INC VA NEW COM 25746U109 128647 1815251 SH SOLE 1815251 0 0 DOW CHEM CO COM 260543103 1489 31024 SH SOLE 31024 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 163373 2127807 SH SOLE 2127807 0 0 DYNEGY INC NEW DEL COM 26817R108 127594 4059585 SH SOLE 4059585 0 0 EATON CORP PLC SHS G29183103 4151 61100 SH SOLE 61100 0 0 ECOLAB INC COM 278865100 20518 179385 SH SOLE 179385 0 0 EDISON INTL COM 281020107 33822 541404 SH SOLE 541404 0 0 EL PASO ELEC CO COM NEW 283677854 8883 229892 SH SOLE 229892 0 0 ENTERGY CORP NEW COM 29364G103 8989 116000 SH SOLE 116000 0 0 ESCO TECHNOLOGIES INC COM 296315104 641 16433 SH SOLE 16433 0 0 EXA CORP COM 300614500 241 20315 SH SOLE 20315 0 0 EXELON CORP COM 30161N101 46533 1384500 SH Call SOLE 1384500 0 0 EXELON CORP COM 30161N101 119012 3541000 SH Put SOLE 3541000 0 0 EXELON CORP COM 30161N101 172339 5127601 SH SOLE 5127601 0 0 FERRO CORP COM 315405100 23628 1882693 SH SOLE 1882693 0 0 FIRSTENERGY CORP COM 337932107 200621 5722206 SH SOLE 5722206 0 0 FIRSTENERGY CORP COM 337932107 12019 342800 SH Put SOLE 342800 0 0 GOLAR LNG LTD BERMUDA SHS G9456A100 1964 59000 SH SOLE 59000 0 0 HAWAIIAN ELEC INDUSTRIES COM 419870100 1197 37277 SH SOLE 37277 0 0 HOLLYFRONTIER CORP COM 436106108 16064 398900 SH SOLE 398900 0 0 HONEYWELL INTL INC COM 438516106 41907 401751 SH SOLE 401751 0 0 HUNTSMAN CORP COM 447011107 7423 334800 SH SOLE 334800 0 0 HUNTSMAN CORP COM 447011107 9977 450000 SH Call SOLE 450000 0 0 IDACORP INC COM 451107106 7081 112633 SH SOLE 112633 0 0 IDEX CORP COM 45167R104 1375 18134 SH SOLE 18134 0 0 INGERSOLL-RAND PLC SHS G47791101 1280 18797 SH SOLE 18797 0 0 INTEGRYS ENERGY GROUP INC COM 45822P105 12030 167035 SH SOLE 167035 0 0 ISRAEL CHEMICALS LTD SHS M5920A109 3007 424177 SH SOLE 424177 0 0 ITC HLDGS CORP COM 465685105 335 8962 SH SOLE 8962 0 0 JA SOLAR HOLDINGS CO LTD SPON ADR REP5ORD 466090206 2868 300000 SH SOLE 300000 0 0 JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 6455 251745 SH SOLE 251745 0 0 LACLEDE GROUP INC COM 505597104 82168 1604207 SH SOLE 1604207 0 0 LENNOX INTL INC COM 526107107 7568 67756 SH SOLE 67756 0 0 LIQTECH INTL INC COM 53632A102 285 423846 SH SOLE 423846 0 0 MARATHON PETE CORP COM 56585A102 35492 346633 SH SOLE 346633 0 0 MARTIN MARIETTA MATLS INC COM 573284106 4613 33000 SH SOLE 33000 0 0 MASTEC INC COM 576323109 17772 920805 SH SOLE 920805 0 0 MASTEC INC COM 576323109 7720 400000 SH Call SOLE 400000 0 0 METHANEX CORP COM 59151K108 1194 22300 SH Call SOLE 22300 0 0 MOSAIC CO NEW COM 61945C103 1647 35750 SH SOLE 35750 0 0 NEW JERSEY RES COM 646025106 13998 450660 SH SOLE 450660 0 0 NEXTERA ENERGY INC COM 65339F101 80171 770505 SH SOLE 770505 0 0 NORFOLK SOUTHERN CORP COM 655844108 6909 67125 SH SOLE 67125 0 0 NORTHWESTERN CORP COM NEW 668074305 18270 339649 SH SOLE 339649 0 0 NRG ENERGY INC COM NEW 629377508 60755 2411867 SH SOLE 2411867 0 0 OCEAN RIG UDW INC SHS Y64354205 6187 938816 SH SOLE 938816 0 0 OGE ENERGY CORP COM 670837103 11827 374153 SH SOLE 374153 0 0 PACIFIC DRILLING SA LUXEMBOU REG SHS L7257P106 9071 2331904 SH SOLE 2331904 0 0 PG&E CORP COM 69331C108 74403 1401972 SH SOLE 1401972 0 0 PNM RES INC COM 69349H107 1642 56229 SH SOLE 56229 0 0 POLYONE CORP COM 73179P106 18260 488876 SH SOLE 488876 0 0 PPG INDS INC COM 693506107 26939 119443 SH SOLE 119443 0 0 PTC INC COM 69370C100 3021 83514 SH SOLE 83514 0 0 QUANTA SVCS INC COM 74762E102 32724 1146996 SH SOLE 1146996 0 0 QUESTAR CORP COM 748356102 14337 600900 SH SOLE 600900 0 0 ROWAN COMPANIES PLC SHS CL A G7665A101 12694 716787 SH SOLE 716787 0 0 RPM INTL INC COM 749685103 27008 562784 SH SOLE 562784 0 0 RYDER SYS INC COM 783549108 30817 324761 SH SOLE 324761 0 0 RYERSON HLDG CORP COM 783754104 1087 170580 SH SOLE 170580 0 0 SAIA INC COM 78709Y105 576 12995 SH SOLE 12995 0 0 SEADRILL LIMITED SHS G7945E105 10463 1119019 SH SOLE 1119019 0 0 SEADRILL PARTNERS LLC COMUNIT REP LB Y7545W109 131 11150 SH SOLE 11150 0 0 SOUTHWEST GAS CORP COM 844895102 9493 163192 SH SOLE 163192 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 78237 379000 SH SOLE 379000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 23739 115000 SH Call SOLE 115000 0 0 STEEL DYNAMICS INC COM 858119100 66925 3329582 SH SOLE 3329582 0 0 SUNEDISON INC COM 86732Y109 39377 1640695 SH SOLE 1640695 0 0 SWIFT TRANSN CO CL A 87074U101 20326 781161 SH SOLE 781161 0 0 TERRAFORM PWR INC CL A COM 88104R100 28660 784994 SH SOLE 784994 0 0 TETRA TECH INC NEW COM 88162G103 2472 102931 SH SOLE 102931 0 0 TEUCRIUM COMMODITY TR CORN FD SHS 88166A102 470 19011 SH SOLE 19011 0 0 TRANSCANADA CORP COM 89353D107 10483 245400 SH SOLE 245400 0 0 TRANSOCEAN LTD REG SHS H8817H100 17898 1220000 SH Put SOLE 1220000 0 0 TRANSOCEAN PARTNERS LLC COM UNIT RP LT Y8977Y100 4459 363993 SH SOLE 363993 0 0 TRINA SOLAR LIMITED SPON ADR 89628E104 2119 175244 SH SOLE 175244 0 0 TYCO INTL PLC SHS G91442106 1507 35000 SH SOLE 35000 0 0 UIL HLDG CORP COM 902748102 37509 729457 SH SOLE 729457 0 0 UNITED PARCEL SERVICE INC CL B 911312106 61460 634000 SH SOLE 634000 0 0 UNITED TECHNOLOGIES CORP COM 913017109 12717 108503 SH SOLE 108503 0 0 VALSPAR CORP COM 920355104 19831 236000 SH SOLE 236000 0 0 WESTLAKE CHEM CORP COM 960413102 23299 323871 SH SOLE 323871 0 0 WILLIAMS COS INC DEL COM 969457100 8499 168000 SH SOLE 168000 0 0 YINGLI GREEN ENERGY HLDG CO ADR 98584B103 123 66638 SH SOLE 66638 0 0