0001172661-17-001237.txt : 20170515
0001172661-17-001237.hdr.sgml : 20170515
20170515162925
ACCESSION NUMBER: 0001172661-17-001237
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170331
FILED AS OF DATE: 20170515
DATE AS OF CHANGE: 20170515
EFFECTIVENESS DATE: 20170515
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: 17844728
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
03-31-2017
03-31-2017
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
05-15-2017
0
139
3876933
INFORMATION TABLE
2
infotable.xml
ADIENT PLC
ORD SHS
G0084W101
6940
95500
SH
SOLE
95500
0
0
ADVANSIX INC
COM
00773T101
286
10470
SH
SOLE
10470
0
0
AECOM
COM
00766T100
20749
582994
SH
SOLE
582994
0
0
AIR PRODS & CHEMS INC
COM
009158106
137311
1014934
SH
SOLE
1014934
0
0
ALBEMARLE CORP
COM
012653101
12182
115316
SH
SOLE
115316
0
0
ALLIANT ENERGY CORP
COM
018802108
20346
513666
SH
SOLE
513666
0
0
AMERICAN ELEC PWR INC
COM
025537101
89780
1337403
SH
SOLE
1337403
0
0
AMERICAN WTR WKS CO INC NEW
COM
030420103
16006
205815
SH
SOLE
205815
0
0
AQUA AMERICA INC
COM
03836W103
8819
274311
SH
SOLE
274311
0
0
ASHLAND GLOBAL HLDGS INC
COM
044186104
107507
868321
SH
SOLE
868321
0
0
ATMOS ENERGY CORP
COM
049560105
37357
472937
SH
SOLE
472937
0
0
ATWOOD OCEANICS INC
COM
050095108
9216
967057
SH
SOLE
967057
0
0
AVANGRID INC
COM
05351W103
771
18050
SH
SOLE
18050
0
0
AXALTA COATING SYS LTD
COM
G0750C108
11678
362685
SH
SOLE
362685
0
0
AXALTA COATING SYS LTD
COM
G0750C108
3220
100000
SH
Call
SOLE
100000
0
0
BAYTEX ENERGY CORP
COM
07317Q105
6327
1850008
SH
SOLE
1850008
0
0
BERRY PLASTICS GROUP INC
COM
08579W103
71456
1471209
SH
SOLE
1471209
0
0
BLACK HILLS CORP
COM
092113109
302
4538
SH
SOLE
4538
0
0
C H ROBINSON WORLDWIDE INC
COM NEW
12541W209
65119
842529
SH
SOLE
842529
0
0
CABOT OIL & GAS CORP
COM
127097103
14473
605300
SH
SOLE
605300
0
0
CALLON PETE CO DEL
COM
13123X102
5264
400000
SH
SOLE
400000
0
0
CARRIZO OIL & GAS INC
COM
144577103
224
7799
SH
SOLE
7799
0
0
CATERPILLAR INC DEL
COM
149123101
5012
54034
SH
SOLE
54034
0
0
CELANESE CORP DEL
COM SER A
150870103
30116
335185
SH
SOLE
335185
0
0
CHEMOURS CO
COM
163851108
17831
463152
SH
SOLE
463152
0
0
CHENIERE ENERGY INC
COM NEW
16411R208
9563
202304
SH
SOLE
202304
0
0
CIMAREX ENERGY CO
COM
171798101
9799
82009
SH
SOLE
82009
0
0
CLIFFS NAT RES INC
COM
18683K101
15892
1935700
SH
SOLE
1935700
0
0
CLOUD PEAK ENERGY INC
COM
18911Q102
9847
2150000
SH
SOLE
2150000
0
0
CONCHO RES INC
COM
20605P101
8740
68100
SH
SOLE
68100
0
0
CRESCENT PT ENERGY CORP
COM
22576C101
3246
300000
SH
SOLE
300000
0
0
CUMMINS INC
COM
231021106
31774
210147
SH
SOLE
210147
0
0
CVR ENERGY INC
COM
12662P108
524
26103
SH
SOLE
26103
0
0
DAQO NEW ENERGY CORP
SPNSRD ADR NEW
23703Q203
6167
328588
SH
SOLE
328588
0
0
DARLING INGREDIENTS INC
COM
237266101
508
35000
SH
SOLE
35000
0
0
DELEK US HLDGS INC
COM
246647101
18688
770000
SH
SOLE
770000
0
0
DIAMOND OFFSHORE DRILLING IN
COM
25271C102
9554
571777
SH
SOLE
571777
0
0
DOVER CORP
COM
260003108
9126
113574
SH
SOLE
113574
0
0
DOW CHEM CO
COM
260543103
87757
1381138
SH
SOLE
1381138
0
0
DYNEGY INC NEW DEL
*W EXP 02/02/202
26817R157
101
176593
SH
SOLE
176593
0
0
DYNEGY INC NEW DEL
UNIT 07/01/20191
26817R405
8130
138378
SH
SOLE
138378
0
0
EASTMAN CHEM CO
COM
277432100
10124
125302
SH
SOLE
125302
0
0
EATON CORP PLC
SHS
G29183103
39752
536101
SH
SOLE
536101
0
0
ECHO GLOBAL LOGISTICS INC
COM
27875T101
22521
1054850
SH
SOLE
1054850
0
0
ENBRIDGE INC
COM
29250N105
14079
336500
SH
SOLE
336500
0
0
ENSCO PLC
SHS CLASS A
G3157S106
22792
2546600
SH
SOLE
2546600
0
0
EXTRACTION OIL AND GAS INC
COM
30227M105
79265
4273033
SH
SOLE
4273033
0
0
FERRO CORP
COM
315405100
21448
1411958
SH
SOLE
1411958
0
0
FIRSTENERGY CORP
COM
337932107
239713
7533423
SH
SOLE
7533423
0
0
FIRSTENERGY CORP
COM
337932107
6762
212500
SH
Put
SOLE
212500
0
0
FLOWSERVE CORP
COM
34354P105
7941
164000
SH
SOLE
164000
0
0
FLUOR CORP NEW
COM
343412102
7893
150000
SH
Put
SOLE
150000
0
0
FORD MTR CO DEL
COM PAR $0.01
345370860
9930
853100
SH
SOLE
853100
0
0
FORTIVE CORP
COM
34959J108
56471
937760
SH
SOLE
937760
0
0
FORTUNE BRANDS HOME & SEC IN
COM
34964C106
1278
21000
SH
SOLE
21000
0
0
GASLOG PARTNERS LP
UNIT LTD PTNRP
Y2687W108
10238
417889
SH
SOLE
417889
0
0
GRACE W R & CO DEL NEW
COM
38388F108
59145
848442
SH
SOLE
848442
0
0
GRAN TIERRA ENERGY INC
COM
38500T101
37896
14354327
SH
SOLE
14354327
0
0
GREAT PLAINS ENERGY INC
COM
391164100
25663
878280
SH
SOLE
878280
0
0
HANNON ARMSTRONG SUST INFR C
COM
41068X100
6680
330686
SH
SOLE
330686
0
0
HAWAIIAN ELEC INDUSTRIES
COM
419870100
6662
200000
SH
SOLE
200000
0
0
HOLLYFRONTIER CORP
COM
436106108
53522
1888580
SH
SOLE
1888580
0
0
HONEYWELL INTL INC
COM
438516106
16481
131993
SH
SOLE
131993
0
0
HUNT J B TRANS SVCS INC
COM
445658107
54693
596169
SH
SOLE
596169
0
0
HUNTSMAN CORP
COM
447011107
24540
1000000
SH
SOLE
1000000
0
0
IMPERIAL OIL LTD
COM NEW
453038408
1129
37000
SH
SOLE
37000
0
0
ISHARES TR
IBOXX HI YD ETF
464288513
4233
48226
SH
SOLE
48226
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
10435
75900
SH
SOLE
75900
0
0
JINKOSOLAR HLDG CO LTD
SPONSORED ADR
47759T100
349
21066
SH
SOLE
21066
0
0
KANSAS CITY SOUTHERN
COM NEW
485170302
30203
352176
SH
SOLE
352176
0
0
KENNAMETAL INC
COM
489170100
15147
386097
SH
SOLE
386097
0
0
KINDER MORGAN INC DEL
COM
49456B101
43294
1991429
SH
SOLE
1991429
0
0
KNIGHT TRANSN INC
COM
499064103
11463
365645
SH
SOLE
365645
0
0
MARATHON PETE CORP
COM
56585A102
17380
343879
SH
SOLE
343879
0
0
MASTEC INC
COM
576323109
980
24466
SH
SOLE
24466
0
0
METHANEX CORP
COM
59151K108
7355
156815
SH
SOLE
156815
0
0
MOHAWK INDS INC
COM
608190104
30837
134371
SH
SOLE
134371
0
0
MONSANTO CO NEW
COM
61166W101
19261
170146
SH
SOLE
170146
0
0
NEXTERA ENERGY INC
COM
65339F101
69652
542590
SH
SOLE
542590
0
0
NOBLE CORP PLC
SHS USD
G65431101
20587
3325798
SH
SOLE
3325798
0
0
NORTHWESTERN CORP
COM NEW
668074305
1021
17391
SH
SOLE
17391
0
0
NRG YIELD INC
CL A NEW
62942X306
9073
521746
SH
SOLE
521746
0
0
OASIS PETE INC NEW
COM
674215108
5704
400004
SH
SOLE
400004
0
0
OLIN CORP
COM PAR $1
680665205
6903
210000
SH
SOLE
210000
0
0
OWENS CORNING NEW
COM
690742101
1197
19500
SH
SOLE
19500
0
0
PARKER HANNIFIN CORP
COM
701094104
5075
31657
SH
SOLE
31657
0
0
PBF ENERGY INC
CL A
69318G106
15231
687000
SH
SOLE
687000
0
0
PENN WEST PETE LTD NEW
COM
707887105
1955
1150000
SH
SOLE
1150000
0
0
PLAINS GP HLDGS L P
LTD PARTNR INT A
72651A207
24758
792000
SH
SOLE
792000
0
0
PPG INDS INC
COM
693506107
10035
95502
SH
SOLE
95502
0
0
PPL CORP
COM
69351T106
29912
800000
SH
SOLE
800000
0
0
PUBLIC SVC ENTERPRISE GROUP
COM
744573106
19958
450000
SH
SOLE
450000
0
0
RAMACO RES INC
COM
75134P303
6894
712927
SH
SOLE
712927
0
0
RIO TINTO PLC
SPONSORED ADR
767204100
61882
1521187
SH
SOLE
1521187
0
0
ROADRUNNER TRNSN SVCS HLDG I
COM
76973Q105
1367
199021
SH
SOLE
199021
0
0
ROCKWELL AUTOMATION INC
COM
773903109
6073
39000
SH
SOLE
39000
0
0
ROWAN COMPANIES PLC
SHS CL A
G7665A101
46949
3013386
SH
SOLE
3013386
0
0
RPM INTL INC
COM
749685103
5028
91376
SH
SOLE
91376
0
0
RSP PERMIAN INC
COM
74978Q105
7346
177300
SH
SOLE
177300
0
0
RYDER SYS INC
COM
783549108
104724
1388178
SH
SOLE
1388178
0
0
SANDERSON FARMS INC
COM
800013104
571
5500
SH
SOLE
5500
0
0
SCANA CORP NEW
COM
80589M102
994
15209
SH
SOLE
15209
0
0
SEALED AIR CORP NEW
COM
81211K100
4358
100000
SH
Call
SOLE
100000
0
0
SEALED AIR CORP NEW
COM
81211K100
1918
44000
SH
SOLE
44000
0
0
SEMGROUP CORP
CL A
81663A105
6827
189625
SH
SOLE
189625
0
0
SEMPRA ENERGY
COM
816851109
75914
687000
SH
SOLE
687000
0
0
SHERWIN WILLIAMS CO
COM
824348106
11037
35583
SH
SOLE
35583
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
187933
797205
SH
SOLE
797205
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
610684
2590500
SH
Put
SOLE
2590500
0
0
SPDR SERIES TRUST
BLOOMBERG BRCLYS
78464A417
36527
989100
SH
SOLE
989100
0
0
SPDR SERIES TRUST
S&P OILGAS EXP
78464A730
1011
27000
SH
SOLE
27000
0
0
SPIRE INC
COM
84857L101
9352
138546
SH
SOLE
138546
0
0
SRC ENERGY INC
COM
78470V108
17035
2018418
SH
SOLE
2018418
0
0
STANTEC INC
COM
85472N109
40039
1545911
SH
SOLE
1545911
0
0
SUMMIT MATLS INC
CL A
86614U100
29707
1202220
SH
SOLE
1202220
0
0
SWIFT TRANSN CO
CL A
87074U101
42468
2067595
SH
SOLE
2067595
0
0
TECK RESOURCES LTD
CL B
878742204
9176
419007
SH
SOLE
419007
0
0
TEEKAY CORPORATION
COM
Y8564W103
511
55900
SH
SOLE
55900
0
0
TEEKAY OFFSHORE PARTNERS L P
PARTNERSHIP UN
Y8565J101
7224
1424780
SH
SOLE
1424780
0
0
TENARIS S A
SPONSORED ADR
88031M109
35847
1050000
SH
Call
SOLE
1050000
0
0
TERRAFORM GLOBAL INC
CL A
88104M101
9413
1961030
SH
SOLE
1961030
0
0
TESORO CORP
COM
881609101
25527
314921
SH
SOLE
314921
0
0
TIMKEN CO
COM
887389104
2260
50000
SH
SOLE
50000
0
0
TRANSCANADA CORP
COM
89353D107
23907
518025
SH
SOLE
518025
0
0
TRANSOCEAN LTD
REG SHS
H8817H100
30483
2448400
SH
SOLE
2448400
0
0
TRINSEO S A
SHS
L9340P101
5143
76646
SH
SOLE
76646
0
0
TRONOX LTD
SHS CL A
Q9235V101
12944
701579
SH
SOLE
701579
0
0
UNION PAC CORP
COM
907818108
7791
73560
SH
SOLE
73560
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
1022
9525
SH
SOLE
9525
0
0
UNITED STATES STL CORP NEW
COM
912909108
11473
339331
SH
SOLE
339331
0
0
VALE S A
ADR
91912E105
31730
3340000
SH
SOLE
3340000
0
0
VALERO ENERGY CORP NEW
COM
91913Y100
18273
275650
SH
SOLE
275650
0
0
VALVOLINE INC
COM
92047W101
2384
97088
SH
SOLE
97088
0
0
WABTEC CORP
COM
929740108
66474
852235
SH
SOLE
852235
0
0
WEC ENERGY GROUP INC
COM
92939U106
14810
244276
SH
SOLE
244276
0
0
WERNER ENTERPRISES INC
COM
950755108
1939
74000
SH
SOLE
74000
0
0
WESTAR ENERGY INC
COM
95709T100
53741
990259
SH
SOLE
990259
0
0
WILDHORSE RESOURCE DEV CORP
COM
96812T102
1842
148093
SH
SOLE
148093
0
0
XPO LOGISTICS INC
COM
983793100
10057
210000
SH
Put
SOLE
210000
0
0