0001172661-15-000696.txt : 20150218
0001172661-15-000696.hdr.sgml : 20150216
20150217160636
ACCESSION NUMBER: 0001172661-15-000696
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20141231
FILED AS OF DATE: 20150217
DATE AS OF CHANGE: 20150217
EFFECTIVENESS DATE: 20150217
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: 15622264
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
12-31-2014
12-31-2014
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
02-17-2015
0
125
2882009
INFORMATION TABLE
2
infotable.xml
AECOM TECHNOLOGY CORP DELAWA
COM
00766T100
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AGL RES INC
COM
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13028
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SOLE
239000
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0
AIR PRODS & CHEMS INC
COM
009158106
10372
71913
SH
SOLE
71913
0
0
AIRGAS INC
COM
009363102
2073
18000
SH
SOLE
18000
0
0
AIRGAS INC
COM
009363102
5759
50000
SH
Call
SOLE
50000
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0
ALBEMARLE CORP
COM
012653101
12918
214837
SH
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0
ALLEGION PUB LTD CO
ORD SHS
G0176J109
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16799
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0
AMPHENOL CORP NEW
CL A
032095101
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16630
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0
ARCELORMITTAL SA LUXEMBOURG
NY REGISTRY SH
03938L104
14691
1331900
SH
SOLE
1331900
0
0
ASHLAND INC NEW
COM
044209104
40964
342047
SH
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0
ATMOS ENERGY CORP
COM
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1199159
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ATWOOD OCEANICS INC
COM
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AXALTA COATING SYS LTD
COM
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AXIALL CORP
COM
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76138
0
0
BABCOCK & WILCOX CO NEW
COM
05615F102
16513
544999
SH
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544999
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0
BELDEN INC
COM
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24769
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24769
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BUNGE LIMITED
COM
G16962105
4836
53200
SH
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53200
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CALPINE CORP
COM NEW
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191530
8654764
SH
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8654764
0
0
CANADIAN PAC RY LTD
COM
13645T100
60182
312325
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312325
0
0
CAPSTONE TURBINE CORP
COM
14067D102
118
158955
SH
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158955
0
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CENTERPOINT ENERGY INC
COM
15189T107
4613
196900
SH
SOLE
196900
0
0
CF INDS HLDGS INC
COM
125269100
26936
98833
SH
SOLE
98833
0
0
CMS ENERGY CORP
COM
125896100
3887
111865
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111865
0
0
DANAHER CORP DEL
COM
235851102
1937
22600
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SOLE
22600
0
0
DAQO NEW ENERGY CORP
SPNSRD ADR NEW
23703Q203
3112
118150
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SOLE
118150
0
0
DELEK US HLDGS INC
COM
246647101
4214
154462
SH
SOLE
154462
0
0
DOMINION RES INC VA NEW
COM
25746U109
84288
1096074
SH
SOLE
1096074
0
0
DOW CHEM CO
COM
260543103
9350
205000
SH
Call
SOLE
205000
0
0
DU PONT E I DE NEMOURS & CO
COM
263534109
22182
300000
SH
Call
SOLE
300000
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
71169
851907
SH
SOLE
851907
0
0
DYNEGY INC NEW DEL
COM
26817R108
109842
3619129
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3619129
0
0
EATON CORP PLC
SHS
G29183103
5437
80000
SH
SOLE
80000
0
0
ECOLAB INC
COM
278865100
3259
31185
SH
SOLE
31185
0
0
EL PASO ELEC CO
COM NEW
283677854
30539
762334
SH
SOLE
762334
0
0
ESCO TECHNOLOGIES INC
COM
296315104
937
25399
SH
SOLE
25399
0
0
EXA CORP
COM
300614500
342
29210
SH
SOLE
29210
0
0
EXELON CORP
COM
30161N101
99879
2693597
SH
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2693597
0
0
EXELON CORP
COM
30161N101
97388
2626400
SH
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2626400
0
0
F M C CORP
COM NEW
302491303
5703
100000
SH
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SOLE
100000
0
0
FERRO CORP
COM
315405100
18830
1452959
SH
SOLE
1452959
0
0
FIRSTENERGY CORP
COM
337932107
184040
4720181
SH
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4720181
0
0
FIRSTENERGY CORP
COM
337932107
9748
250000
SH
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250000
0
0
FLOWSERVE CORP
COM
34354P105
332
5552
SH
SOLE
5552
0
0
GRACE W R & CO DEL NEW
COM
38388F108
11456
120100
SH
SOLE
120100
0
0
GRACE W R & CO DEL NEW
COM
38388F108
9539
100000
SH
Call
SOLE
100000
0
0
GRAINGER W W INC
COM
384802104
432
1693
SH
SOLE
1693
0
0
GREAT PLAINS ENERGY INC
COM
391164100
5199
183000
SH
SOLE
183000
0
0
HALLADOR ENERGY COMPANY
COM
40609P105
7873
715045
SH
SOLE
715045
0
0
HERCULES OFFSHORE INC
COM
427093109
2580
2579900
SH
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2579900
0
0
HOLLYFRONTIER CORP
COM
436106108
9857
263000
SH
SOLE
263000
0
0
HONEYWELL INTL INC
COM
438516106
6012
60173
SH
SOLE
60173
0
0
HUB GROUP INC
CL A
443320106
7764
203881
SH
SOLE
203881
0
0
HUNTSMAN CORP
COM
447011107
6834
300000
SH
Call
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300000
0
0
HUNTSMAN CORP
COM
447011107
15171
666000
SH
SOLE
666000
0
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IDEX CORP
COM
45167R104
2560
32894
SH
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32894
0
0
INGERSOLL-RAND PLC
SHS
G47791101
5090
80297
SH
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80297
0
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ISRAEL CHEMICALS LTD
SHS
M5920A109
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JINKOSOLAR HLDG CO LTD
SPONSORED ADR
47759T100
6240
316614
SH
SOLE
316614
0
0
JOHNSON CTLS INC
COM
478366107
459
9500
SH
SOLE
9500
0
0
LACLEDE GROUP INC
COM
505597104
95340
1792107
SH
SOLE
1792107
0
0
LEAR CORP
COM NEW
521865204
510
5200
SH
SOLE
5200
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LENNOX INTL INC
COM
526107107
2253
23695
SH
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0
0
LIQTECH INTL INC
COM
53632A102
462
423846
SH
SOLE
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LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
6739
84880
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SOLE
84880
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MARATHON PETE CORP
COM
56585A102
18988
210372
SH
SOLE
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0
0
MASTEC INC
COM
576323109
23466
1037878
SH
SOLE
1037878
0
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MONSANTO CO NEW
COM
61166W101
764
6397
SH
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6397
0
0
MOSAIC CO NEW
COM
61945C103
9165
200758
SH
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200758
0
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NEW JERSEY RES
COM
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13790
225330
SH
SOLE
225330
0
0
NEXTERA ENERGY INC
COM
65339F101
114924
1081232
SH
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0
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NEXTERA ENERGY PARTNERS LP
COM UNIT PART IN
65341B106
507
15012
SH
SOLE
15012
0
0
NISOURCE INC
COM
65473P105
8484
200000
SH
Call
SOLE
200000
0
0
NORTHWESTERN CORP
COM NEW
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17237
304649
SH
SOLE
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0
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OCEAN RIG UDW INC
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12347
1330507
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0
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OGE ENERGY CORP
COM
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70812
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SH
SOLE
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ONE GAS INC
COM
68235P108
6118
148430
SH
SOLE
148430
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ONEOK INC NEW
COM
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6871
138000
SH
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PACCAR INC
COM
693718108
4013
59000
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PACIFIC DRILLING SA LUXEMBOU
REG SHS
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CL A
69318G106
266
10000
SH
SOLE
10000
0
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PENTAIR PLC
SHS
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382
5753
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0
0
PG&E CORP
COM
69331C108
117058
2198687
SH
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2198687
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PNM RES INC
COM
69349H107
9131
308171
SH
SOLE
308171
0
0
POLYONE CORP
COM
73179P106
13780
363500
SH
SOLE
363500
0
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PORTLAND GEN ELEC CO
COM NEW
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14473
382578
SH
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PPG INDS INC
COM
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25124
108693
SH
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PPL CORP
COM
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48263
1328435
SH
SOLE
1328435
0
0
PRAXAIR INC
COM
74005P104
2604
20100
SH
Call
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20100
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PTC INC
COM
69370C100
3359
91649
SH
SOLE
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QUANTA SVCS INC
COM
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32424
1142096
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QUESTAR CORP
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RELIANCE STEEL & ALUMINUM CO
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24764
404186
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RIO TINTO PLC
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21618
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RYERSON HLDG CORP
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SEADRILL PARTNERS LLC
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COM
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366500
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TR UNIT
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201943
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TR UNIT
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237028
1153200
SH
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COM
847560109
9075
250000
SH
Call
SOLE
250000
0
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STEEL DYNAMICS INC
COM
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46743
2367957
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645807
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SOLE
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29585
2169009
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SOLE
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COM
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11618
567000
SH
SOLE
567000
0
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TEREX CORP NEW
COM
880779103
3485
125000
SH
SOLE
125000
0
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TERRAFORM PWR INC
CL A COM
88104R100
23453
759489
SH
SOLE
759489
0
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TERRAFORM PWR INC
CL A COM
88104R100
3921
127000
SH
Call
SOLE
127000
0
0
TESORO CORP
COM
881609101
2550
34300
SH
SOLE
34300
0
0
TETRA TECH INC NEW
COM
88162G103
2748
102931
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SOLE
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THERMON GROUP HLDGS INC
COM
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452
18678
SH
SOLE
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TIMKEN CO
COM
887389104
5036
118000
SH
SOLE
118000
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TRANSALTA CORP
COM
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5432
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SH
SOLE
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TRANSCANADA CORP
COM
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14406
293400
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SOLE
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TRANSOCEAN LTD
REG SHS
H8817H100
16498
900000
SH
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COM UNIT RP LT
Y8977Y100
7723
528228
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SOLE
528228
0
0
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SHS
L9340P101
2668
152900
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SHS CL A
Q9235V101
1836
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SOLE
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TYCO INTL PLC
SHS
G91442106
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17000
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SOLE
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UNITED PARCEL SERVICE INC
CL B
911312106
1556
14000
SH
SOLE
14000
0
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UNITED RENTALS INC
COM
911363109
1836
18000
SH
SOLE
18000
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WERNER ENTERPRISES INC
COM
950755108
315
10100
SH
SOLE
10100
0
0
WESTLAKE CHEM CORP
COM
960413102
2749
45000
SH
SOLE
45000
0
0
WILLIAMS COS INC DEL
COM
969457100
15459
343991
SH
SOLE
343991
0
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YINGLI GREEN ENERGY HLDG CO
ADR
98584B103
911
387826
SH
SOLE
387826
0
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