LUMINUS MANAGEMENT

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

LUMINUS MANAGEMENT portfolio companies for June 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
SPY SPDR S&P; 500 ETF 10.19 +2166.00% 1359700 195.72 200.71
EXC Exelon Corporation 8.20 +841.00% 5869736 36.48 33.42
CPN Calpine Corporation 5.61 6148654 23.81 23.77
Duke Energy 5.37 +15.00% 1890362 74.19 0.00
FE FirstEnergy 4.35 +7.00% 3273654 34.72 34.24
EIX Edison International 3.44 NEW 1547557 58.11 59.14
PCG PG&E; Corporation 3.42 -37.00% 1857280 48.02 46.48
PPL PPL Corporation 3.30 +188.00% 2425981 35.53 34.63
DYNEGY INC Common stock 3.03 -58.00% 2276337 34.80 0.00
LG Laclede 2.82 +204.00% 1518024 48.55 49.45
ASH Ashland 2.55 -10.00% 612552 108.74 107.22
D Dominion Resources 2.23 +61.00% 815500 71.52 70.22
Oge Energy 1.90 +1509.00% 1267289 39.08 0.00
Nextera Energy 1.82 +46.00% 463000 102.48 0.00
Canadian Pacific Railway 1.76 NEW 253000 181.13 0.00
NI NiSource 1.73 NEW 1148500 39.34 39.67
AEE Ameren Corporation 1.72 +785.00% 1097683 40.88 39.99
TE TECO Energy 1.51 NEW 2126536 18.48 18.10
WMB Williams Companies 1.48 +974.00% 665991 58.21 59.44
Marathon Petroleum 1.41 +132.00% 470038 78.07 0.00
Transocean 1.29 +150.00% 750000 45.03 0.00
Teck Resources Ltd cl b 1.26 -8.00% 1442005 22.83 0.00
UIL UIL Holdings Corporation 1.23 +244.00% 828752 38.71 37.25
RS Reliance Steel & Aluminum 1.09 +75.00% 386556 73.71 69.92
DOW Dow Chemical Company 1.04 +254.00% 528161 51.46 53.55
ATW Atwood Oceanics 1.01 +166.00% 503486 52.48 49.41
Sunedison 0.95 NEW 1096027 22.60 0.00
NSC Norfolk Southern 0.93 -5.00% 236200 103.03 107.00
BWC Babcock & Wilcox 0.82 +68.00% 658662 32.46 29.05
NOV National-Oilwell Var 0.79 NEW 250000 82.35 86.43
JEC Jacobs Engineering 0.75 +90.00% 365331 53.28 53.91
PNM PNM Resources 0.75 NEW 670193 29.33 26.21
TEG Integrys Energy 0.73 -46.00% 269225 71.13 67.89
APD Air Products & Chemicals 0.71 +247.00% 144373 128.62 133.21
IYT iShares Dow Jones Transport. Avg. 0.68 NEW 120000 147.01 150.80
CSX CSX Corporation 0.67 569437 30.81 30.91
GRA W.R. Grace & Co. 0.67 NEW 184256 94.53 99.03
CNL Cleco Corporation 0.66 NEW 292836 58.95 56.42
Pacific Drilling Sa 0.64 +64.00% 1677398 10.00 0.00
DO Diamond Offshore Drilling 0.59 +3.00% 311000 49.64 43.94
PPG PPG Industries 0.59 +56.00% 73694 210.15 205.86
WNR Western Refining 0.58 +1433.00% 404078 37.55 46.53
CNW Con-way 0.56 -30.00% 289294 50.41 51.25
PWR Quanta Services 0.55 +351.00% 413678 34.58 36.34
Abengoa Yield 0.53 NEW 367707 37.82 0.00
Ocean Rig Udw 0.50 NEW 688759 18.93 0.00
SWX Southwest Gas Corporation 0.49 NEW 244542 52.79 52.21
WGL WGL Holdings 0.48 NEW 291189 43.10 43.49
ITC ITC Holdings 0.45 NEW 318700 36.48 37.35
ATO Atmos Energy Corporation 0.43 -79.00% 207864 53.40 50.56
CVI CVR Energy 0.37 NEW 200000 48.19 49.63
CYT Cytec Industries 0.37 NEW 91000 105.42 103.04
AVY Avery Dennison Corporation 0.36 NEW 185000 51.25 48.13
STLD Steel Dynamics 0.35 +13.00% 515999 17.95 23.24
ROC Rockwood Holdings 0.35 +636.00% 121506 75.99 80.98
CNX CONSOL Energy 0.33 +13.00% 187004 46.07 40.28
SWFT Swift Transportation Company 0.33 -38.00% 337987 25.23 21.18
Ja Solar Holdings Co Ltd spon adr rep5ord 0.32 +165.00% 761855 10.86 0.00
PH Parker-Hannifin Corporation 0.31 -14.00% 64000 125.73 115.50
TKR Timken Company 0.27 NEW 104500 67.84 45.29
NJR New Jersey Resources Corporation 0.27 NEW 125330 57.16 52.23
XLI Industrial SPDR 0.26 NEW 124022 54.05 54.02
HUN Huntsman Corporation 0.26 -2.00% 243000 28.10 26.89
CNP CenterPoint Energy 0.26 NEW 262602 25.54 24.84
CBI Chicago Bridge & Iron Company N.V. 0.25 NEW 96183 68.20 63.42
Mosaic 0.25 +162.00% 131187 49.45 0.00
FLR Fluor Corporation 0.24 NEW 80000 76.90 73.89
EXPD Expeditors International of Washington 0.23 NEW 135000 44.16 41.30
CHMT Chemtura Corporation 0.23 -9.00% 231003 26.13 24.69
R Ryder System 0.22 -63.00% 65314 88.10 90.34
WLK Westlake Chemical Corporation 0.21 +146.00% 65000 83.75 97.13
Eaton 0.19 -14.00% 65000 77.18 0.00
CX Cemex SAB de CV 0.18 NEW 360000 13.23 13.23
HNRG Hallador Energy 0.18 502429 9.49 13.45
VLO Valero Energy Corporation 0.17 -53.00% 86370 50.10 54.14
LII Lennox International 0.17 +61.00% 50534 89.56 83.76
Phillips 66 0.17 NEW 53769 80.44 0.00
MON Monsanto Company 0.16 -68.00% 32464 124.75 115.65
TEX Terex Corporation 0.16 NEW 98504 41.10 37.41
URI United Rentals 0.15 -20.00% 37300 104.72 117.65
JKS JinkoSolar Holding 0.15 -45.00% 133273 30.17 29.22
ECL Ecolab 0.12 -41.00% 28000 111.36 114.82
VVC Vectren Corporation 0.12 NEW 75000 42.51 41.23
WBC WABCO Holdings 0.11 26000 106.81 103.20
FOE Ferro Corporation 0.09 NEW 185000 12.56 13.48
ADM Archer Daniels Midland Company 0.08 NEW 50000 44.12 49.86
TTEK Tetra Tech 0.08 NEW 72000 27.50 25.50
Ingersoll-rand Co Ltd-cl A 0.08 32000 62.50 0.00
Tronox 0.08 NEW 77774 26.90 0.00
Ptc 0.08 -7.00% 52321 38.80 0.00
TSL Trina Solar 0.07 NEW 150000 12.83 12.53
Tamin 0.07 -59.00% 78424 23.26 0.00
Tyco International Ltd S hs 0.06 -49.00% 33386 45.59 0.00
ENS EnerSys 0.06 +30.00% 22000 68.77 64.29
GPRE Green Plains Renewable Energy 0.06 NEW 45720 32.87 44.69
Seadrill Partners 0.06 NEW 49300 33.16 0.00
APH Amphenol Corporation 0.05 +127.00% 14800 96.35 103.01
ALJ Alon USA Energy 0.05 NEW 96619 12.44 16.63
Axiall 0.05 -46.00% 30000 47.27 0.00
YGE Yingli Green Energy Hold 0.04 NEW 270000 3.74 3.36
Pentair cs 0.04 NEW 13600 72.13 0.00
EMR Emerson Electric 0.03 12000 66.33 64.02
ETR Entergy Corporation 0.03 -99.00% 8100 82.10 77.41
ESE ESCO Technologies 0.03 -22.00% 24023 34.63 36.00
CSIQ Canadian Solar 0.03 NEW 21300 31.27 35.44
AXE Anixter International 0.03 +93.00% 6600 100.00 89.23
1iqtech International 0.03 423846 1.98 0.00
ADSK Autodesk 0.02 +37.00% 11000 56.36 53.64
SWK Stanley Black & Decker 0.02 -40.00% 6000 87.83 91.50
AEP American Electric Power Company 0.02 -95.00% 9900 55.76 53.70
WCC WESCO International 0.02 -10.00% 5742 86.38 83.99
CE Celanese Corporation 0.02 NEW 10000 64.30 62.54
ANDE Andersons 0.02 NEW 10272 51.60 68.77
RBC REGAL-BELOIT CORPORATION 0.02 -18.00% 7700 78.57 71.07
BDC Belden 0.02 -72.00% 6477 78.12 73.07
PNW Pinnacle West Capital Corporation 0.02 -95.00% 7166 57.77 56.95
Industries N shs - a - 0.02 NEW 6225 97.67 0.00
Itt 0.02 -81.00% 8613 48.07 0.00
Daqo New Energy Corp- 0.02 NEW 18847 31.99 0.00
Allegion Plc equity 0.02 -47.00% 11273 56.68 0.00
HUB.B Hubbell Incorporated 0.01 -54.00% 2132 123.36 0.00
GWW W.W. Grainger 0.01 -80.00% 1107 253.84 246.20
WSO Watsco, Incorporated 0.01 -11.00% 2400 102.92 92.49
HON Honeywell International 0.01 NEW 3000 93.00 95.23
DHR Danaher Corporation 0.01 NEW 3000 78.67 76.61
CPST Capstone Turbine Corporation 0.01 +120.00% 116700 1.51 1.25
POWL Powell Industries 0.01 NEW 5223 65.29 52.69
ROK Rockwell Automation 0.01 -56.00% 2550 125.10 116.61
Sensata Technologies Hldg Bv 0.01 NEW 8000 46.75 0.00
Thermon Group Holdings 0.01 -81.00% 8644 26.38 0.00
Rowan Companies 0.01 -92.00% 10744 31.92 0.00
Exa 0.01 +5.00% 25907 11.27 0.00

Past 13F-HR SEC Filings for LUMINUS MANAGEMENT

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