LUMINUS MANAGEMENT

Latest statistics and disclosures from LUMINUS MANAGEMENT's latest quarterly 13F-HR filing:

LUMINUS MANAGEMENT portfolio companies for December 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
FE FirstEnergy 8.90 +3.00% 7525685 31.73 34.23
Duke Energy 7.56 -11.00% 2840004 71.39 0.00
PCG PG&E; Corporation 6.76 +42.00% 3410575 53.19 51.38
CPN Calpine Corporation 4.19 -7.00% 7762378 14.47 20.82
AEE Ameren Corporation 3.08 +25.00% 1910670 43.23 41.21
DOW Dow Chemical Company 2.82 +3162.00% 1468189 51.48 47.09
DYNEGY INC Common stock 2.76 +14.00% 5519055 13.40 0.00
ASH Ashland 2.62 +62.00% 683829 102.70 123.50
D Dominion Resources 2.56 -4.00% 1015173 67.64 69.17
R Ryder System 2.53 +131.00% 1195803 56.83 92.14
HYG iShares iBoxx $ High Yid Corp Bond 2.41 +220.00% 801000 80.58 90.34
Transalta 2.34 +3.00% 17748456 3.54 0.00
CNP CenterPoint Energy 2.31 -25.00% 3381955 18.36 20.60
SWFT Swift Transportation Company 1.94 +26.00% 3771352 13.82 27.91
HON Honeywell International 1.89 -3.00% 489616 103.57 100.92
PEG Public Service Enterprise 1.85 NEW 1280121 38.69 39.84
EXC Exelon Corporation 1.61 -43.00% 1554401 27.77 31.85
PPG PPG Industries 1.56 -39.00% 424693 98.82 225.60
VLO Valero Energy Corporation 1.55 +89.00% 589552 70.71 56.99
Hollyfrontier 1.49 +69.00% 1003900 39.89 0.00
DD E.I. du Pont de Nemours & Company 1.46 +194.00% 589900 66.60 79.13
Marathon Petroleum 1.35 -60.00% 699849 51.84 0.00
UNP Union Pacific Corporation 1.08 -49.00% 370428 78.20 114.86
WMB Williams Companies 1.03 +43.00% 1077600 25.70 46.41
APC Anadarko Petroleum Corporation 1.01 +273.00% 557858 48.58 79.89
Enbridge 0.95 -23.00% 770900 33.19 0.00
JBHT J.B. Hunt Transport Services 0.92 +126.00% 336000 73.36 85.39
APD Air Products & Chemicals 0.91 +388.00% 186622 130.11 152.20
BKH Black Hills Corporation 0.91 NEW 525339 46.43 48.03
CLR Continental Resources 0.87 +270.00% 1009803 22.98 43.64
WAB Wabtec Corporation 0.85 NEW 322000 71.12 91.75
STLD Steel Dynamics 0.83 -65.00% 1245904 17.87 17.52
ECHO Echo Global Logistics 0.83 +112.00% 1090345 20.39 27.78
LG Laclede 0.78 -65.00% 350000 59.41 49.38
DVN Devon Energy Corporation 0.77 +137.00% 645747 32.00 57.71
ALB Albemarle Corporation 0.73 -42.00% 348994 56.01 54.36
Terraform Global 0.73 -12.00% 3508771 5.59 0.00
DTE DTE Energy Company 0.72 NEW 240653 80.19 78.53
PNY Piedmont Natural Gas Company 0.72 NEW 340689 57.02 35.08
WNR Western Refining 0.66 +137.00% 499600 35.62 45.85
KBR KBR 0.65 +251.00% 1037616 16.92 14.89
X United States Steel Corporation 0.64 NEW 2143083 7.98 22.23
STR Questar Corporation 0.63 NEW 861429 19.48 22.73
VALE Vale 0.62 -28.00% 5060758 3.29 6.09
Industries N shs - a - 0.60 +102.00% 184258 86.90 0.00
Nextera Energy 0.58 -89.00% 150403 103.89 0.00
OKE ONEOK 0.58 +45.00% 631252 24.66 46.35
HUN Huntsman Corporation 0.57 +1241.00% 1341000 11.37 21.77
FOE Ferro Corporation 0.56 +47.00% 1356252 11.12 12.54
CE Celanese Corporation 0.55 -34.00% 218000 67.33 56.85
GOLAR LNG 0.52 +17.00% 877000 15.79 0.00
Ensco Plc Shs Class A 0.52 +788.00% 906381 15.39 0.00
CSX CSX Corporation 0.51 -82.00% 528633 25.95 33.62
Nrg Yield Inc Cl A New cs 0.51 +1301.00% 980479 13.91 0.00
GRA W.R. Grace & Co. 0.49 -21.00% 132760 99.59 96.83
Oge Energy 0.49 NEW 501624 26.29 0.00
LNT Alliant Energy Corporation 0.47 +59.00% 202096 62.45 60.35
Xpo Logistics Inc equity 0.43 -70.00% 426812 27.25 0.00
Bunge 0.42 +248.00% 165742 68.28 0.00
Berry Plastics 0.41 +59.00% 304206 36.18 0.00
IEX IDEX Corporation 0.38 -52.00% 134352 76.61 74.18
TSO Tesoro Corporation 0.38 NEW 97990 105.37 86.12
Summit Matls Inc cl a 0.35 +4.00% 470012 20.04 0.00
Gaslog Partners 0.34 640246 14.22 0.00
AGL AGL Resources 0.33 -89.00% 140408 63.81 0.00
RIO Rio Tinto 0.33 +43.00% 299579 29.12 42.40
URI United Rentals 0.32 -20.00% 119700 72.54 88.12
Ingersoll-rand Co Ltd-cl A 0.32 +10.00% 153300 55.29 0.00
ACM AECOM Technology Corporation 0.32 -70.00% 285056 30.03 29.32
Noble Corp Plc equity 0.32 NEW 822030 10.55 0.00
Pbf Energy Inc cl a 0.31 +57.00% 225000 36.81 0.00
WBC WABCO Holdings 0.27 +204.00% 70000 102.26 114.66
Methanex 0.27 NEW 220000 33.01 0.00
OLN Olin Corporation 0.26 +274.00% 400708 17.26 29.13
XOP SPDR S&P; Oil & Gas Explore & Prod. 0.25 NEW 221700 30.22 47.80
Trinseo S A shs 0.23 NEW 216102 28.20 0.00
Wec Energy Group Inc Com stock 0.23 NEW 122457 51.31 0.00
ATW Atwood Oceanics 0.21 NEW 554463 10.23 28.96
Eaton 0.21 NEW 108144 52.04 0.00
MHK Mohawk Industries 0.19 NEW 27010 189.37 179.34
ITC ITC Holdings 0.18 NEW 124000 39.25 35.94
WLK Westlake Chemical Corporation 0.17 -76.00% 82180 54.32 66.20
DK Delek US Holdings 0.15 160000 24.60 36.26
Itt 0.14 -81.00% 103904 36.32 0.00
Hannon Armstrong stock 0.14 +33.00% 200000 18.92 0.00
SHW Sherwin-Williams Company 0.13 -35.00% 12933 259.57 281.82
Potash Corp. Of Saskatchewan I 0.13 NEW 200000 17.12 0.00
Transocean Partners Llc master ltd part 0.13 +13.00% 396696 8.83 0.00
RRTS Roadrunner Transportation Services Hold. 0.10 NEW 274900 9.43 25.21
COG Cabot Oil & Gas Corporation 0.08 NEW 123200 17.69 27.30
ENS EnerSys 0.08 NEW 36000 55.92 63.83
Rowan Companies 0.08 NEW 119969 16.95 0.00
Ingredion Incorporated 0.08 NEW 21000 95.86 0.00
Daqo New Energy Corp- 0.08 -61.00% 129478 16.65 0.00
Transocean 0.07 -89.00% 156491 12.38 0.00
Teekay Shipping Marshall Isl 0.07 NEW 200000 9.87 0.00
MT ArcelorMittal 0.07 -31.00% 425287 4.22 10.31
TEX Terex Corporation 0.07 NEW 105613 18.48 25.14
Abengoa Yield 0.07 -84.00% 97500 19.29 0.00
SYT Syngenta AG 0.06 NEW 19100 78.74 66.54
VALE.P Vale 0.06 590000 2.55 0.00
JKS JinkoSolar Holding 0.06 -63.00% 59507 27.68 22.13
ESE ESCO Technologies 0.05 -8.00% 35236 36.13 38.71
CLF Cliffs Natural Resources 0.05 NEW 839474 1.58 5.38
DO Diamond Offshore Drilling 0.04 -64.00% 55000 21.11 26.52
DAR Darling International 0.04 NEW 95833 10.52 14.51
Seadrill 0.03 NEW 200000 3.39 0.00
XME SPDR S&P; Metals and Mining 0.03 NEW 48600 14.96 25.98
Pimco Dynamic Credit Income other 0.03 -74.00% 47219 18.02 0.00
SWX Southwest Gas Corporation 0.02 NEW 8169 55.21 54.27
JQC Nuveen Multi-Strategy Inc & Growth Fd 2 0.02 52176 7.84 9.03
Tronox 0.02 NEW 110317 3.91 0.00
Ptc 0.02 13914 34.64 0.00
Tyco International 0.02 16000 31.88 0.00
CAM Cameron International Corporation 0.01 5000 63.20 44.71
VTA Invesco Van Kampen Dyn Cr Opp Fund 0.01 -42.00% 33772 10.54 11.96
BTZ BlackRock Credit All Inc Trust IV 0.01 -83.00% 20990 12.34 13.18
Exa 0.01 18015 11.60 0.00
Chemours 0.00 19800 5.35 0.00

Past 13F-HR SEC Filings for LUMINUS MANAGEMENT

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