LUMINUS MANAGEMENT

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

LUMINUS MANAGEMENT portfolio companies for September 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
SPY SPDR S&P; 500 ETF 15.76 +82.00% 2486900 197.02 206.52
EXC Exelon Corporation 9.73 +51.00% 8871553 34.09 37.61
CPN Calpine Corporation 5.20 +21.00% 7448654 21.70 21.85
FE FirstEnergy 3.76 +6.00% 3482894 33.57 38.72
PPL PPL Corporation 3.59 +39.00% 3394968 32.84 36.01
PCG PG&E; Corporation 3.09 +14.00% 2133373 45.04 53.06
LG Laclede 2.20 -3.00% 1470924 46.40 51.86
D Dominion Resources 2.14 +18.00% 964244 69.09 75.40
AEE Ameren Corporation 1.95 +44.00% 1581252 38.33 45.12
ASH Ashland 1.93 -5.00% 577202 104.10 116.91
Oge Energy 1.84 +21.00% 1542274 37.11 0.00
WMB Williams Companies 1.79 +50.00% 1003991 55.35 46.00
Nextera Energy 1.71 +22.00% 566902 93.88 0.00
DYNEGY INC Common stock 1.63 -22.00% 1761425 28.86 0.00
EIX Edison International 1.56 -44.00% 864704 55.92 64.80
TE TECO Energy 1.52 +27.00% 2710841 17.38 19.77
NI NiSource 1.50 1135000 40.98 41.73
Duke Energy 1.50 -66.00% 623973 74.77 0.00
CSX CSX Corporation 1.47 +150.00% 1424837 32.06 35.76
ATO Atmos Energy Corporation 1.27 +298.00% 827536 47.70 54.38
Teck Resources Ltd cl b 1.18 +34.00% 1943172 18.89 0.00
R Ryder System 1.05 +455.00% 363114 89.97 91.57
VLO Valero Energy Corporation 0.99 +670.00% 665453 46.27 48.88
Terraform Power 0.88 NEW 950689 28.86 0.00
SWFT Swift Transportation Company 0.84 +269.00% 1247485 20.98 28.90
Kinder Morgan 0.84 NEW 683031 38.34 0.00
SWX Southwest Gas Corporation 0.82 +115.00% 526342 48.58 58.25
WEC Wisconsin Energy Corporation 0.81 NEW 585492 43.00 52.32
Sunedison 0.79 +18.00% 1296027 18.88 0.00
Transocean 0.77 750000 31.97 0.00
RS Reliance Steel & Aluminum 0.71 -16.00% 323256 68.40 59.17
STLD Steel Dynamics 0.65 +73.00% 895500 22.61 19.76
GPRE Green Plains Renewable Energy 0.62 +1030.00% 516743 37.39 25.32
Pacific Drilling Sa 0.62 +37.00% 2312614 8.27 0.00
MON Monsanto Company 0.61 +419.00% 168500 112.51 121.12
NOV National-Oilwell Var 0.61 250000 76.10 67.07
XLU Utilities SPDR 0.60 NEW 440000 42.09 46.86
DD E.I. du Pont de Nemours & Company 0.52 NEW 225000 71.76 73.29
Abengoa Yield 0.52 +23.00% 453267 35.58 0.00
CNP CenterPoint Energy 0.51 +144.00% 642305 24.47 23.10
DOW Dow Chemical Company 0.50 -43.00% 299414 52.44 45.84
ATW Atwood Oceanics 0.50 -29.00% 356377 43.69 30.46
Marathon Petroleum 0.50 -61.00% 182454 84.67 0.00
JEC Jacobs Engineering 0.49 -13.00% 315031 48.82 43.25
Ocean Rig Udw 0.49 +36.00% 938759 16.12 0.00
CBI Chicago Bridge & Iron Company N.V. 0.48 +167.00% 256893 57.85 41.31
NSC Norfolk Southern 0.47 -44.00% 130200 111.60 109.05
PPG PPG Industries 0.47 74994 196.74 227.90
UGI UGI Corporation 0.47 NEW 426347 34.09 37.71
EMN Eastman Chemical Company 0.46 NEW 178524 80.89 75.61
PNM PNM Resources 0.46 -13.00% 577393 24.91 29.20
ALE ALLETE 0.45 NEW 316802 44.39 54.96
SE Spectra Energy 0.44 NEW 350000 39.26 37.07
Ja Solar Holdings Co Ltd spon adr rep5ord 0.43 +90.00% 1451057 9.25 0.00
ALB Albemarle Corporation 0.42 NEW 221700 58.90 58.69
Phillips 66 0.41 +188.00% 155369 81.31 0.00
APD Air Products & Chemicals 0.40 -34.00% 94913 130.18 147.04
LNT Alliant Energy Corporation 0.40 NEW 225000 55.41 65.47
TEG Integrys Energy 0.40 -28.00% 193004 64.82 76.58
MT ArcelorMittal 0.39 NEW 896900 13.69 11.41
Rowan Companies 0.39 +4344.00% 477526 25.31 0.00
PWR Quanta Services 0.38 -21.00% 324067 36.29 27.61
EE El Paso Electric Company 0.38 NEW 320644 36.55 38.87
GRA W.R. Grace & Co. 0.37 -31.00% 125708 90.94 95.73
FOE Ferro Corporation 0.37 +329.00% 794299 14.49 13.06
NJR New Jersey Resources Corporation 0.37 +79.00% 225330 50.51 58.48
DO Diamond Offshore Drilling 0.36 +5.00% 329372 34.28 39.00
POL PolyOne Corporation 0.36 NEW 314849 35.58 36.97
UIL UIL Holdings Corporation 0.34 -64.00% 295374 35.40 43.30
IDA IDA 0.34 NEW 198031 53.61 65.67
HUN Huntsman Corporation 0.33 +64.00% 400500 25.99 22.82
Canadian Pacific Railway 0.32 -81.00% 47525 207.47 0.00
ALJ Alon USA Energy 0.32 +622.00% 698305 14.36 12.43
FDX FedEx Corporation 0.30 NEW 58695 161.44 174.22
Seadrill 0.30 NEW 350000 26.76 0.00
WGL WGL Holdings 0.29 -25.00% 216761 42.12 52.68
HNRG Hallador Energy 0.29 +51.00% 763430 11.84 11.78
CHMT Chemtura Corporation 0.29 +66.00% 385503 23.33 23.48
HUBG Hub 0.27 NEW 203881 40.53 37.49
URI United Rentals 0.26 +98.00% 73971 111.10 101.33
Transocean Partners Llc master ltd part 0.21 NEW 249300 26.18 0.00
STR Questar Corporation 0.20 NEW 275000 22.29 24.85
Israel Chemicals 0.20 NEW 850000 7.23 0.00
Potash Corp. Of Saskatchewan I 0.19 NEW 169400 34.56 0.00
XLI Industrial SPDR 0.19 -10.00% 110772 53.15 56.59
BWC Babcock & Wilcox 0.19 -67.00% 214372 27.69 29.32
ARG Airgas 0.18 NEW 50000 110.66 115.03
CMC Commercial Metals Company 0.18 NEW 328351 17.07 16.10
TKR Timken Company 0.17 +19.00% 125000 42.39 43.23
CX Cemex SAB de CV 0.17 +12.00% 404100 13.04 10.68
BDC Belden 0.17 +1167.00% 82097 64.02 78.76
ROC Rockwood Holdings 0.16 -46.00% 64506 76.44 78.00
IWM iShares Russell 2000 Index 0.12 NEW 35341 109.36 118.90
Ingersoll-rand Co Ltd-cl A 0.12 +102.00% 64959 56.36 0.00
HYG iShares iBoxx $ High Yid Corp Bond 0.12 NEW 40000 91.95 90.23
CAT Caterpillar 0.11 NEW 36000 99.03 91.71
CF CF Industries Holdings 0.11 NEW 12400 279.19 265.95
ITW Illinois Tool Works 0.10 NEW 36996 84.41 96.02
CNX CONSOL Energy 0.09 -58.00% 77004 37.86 34.88
CLF Cliffs Natural Resources 0.09 NEW 263200 10.38 6.69
Seadrill Partners 0.09 +74.00% 86000 31.19 0.00
Daqo New Energy Corp- 0.09 +249.00% 65853 42.81 0.00
ACI Arch Coal 0.08 NEW 1217000 2.12 1.93
TTEK Tetra Tech 0.08 +42.00% 102931 24.98 26.11
PX Praxair 0.08 NEW 20100 129.00 130.05
Ryerson Tull 0.08 NEW 200000 12.80 0.00
TSL Trina Solar 0.07 +24.00% 186719 12.07 8.12
Bunge 0.06 NEW 23400 84.23 0.00
GWW W.W. Grainger 0.06 +540.00% 7093 251.66 257.81
LII Lennox International 0.06 -52.00% 24116 76.88 95.95
Axiall 0.06 +83.00% 55000 35.82 0.00
OLN Olin Corporation 0.04 NEW 50000 25.26 22.26
KBR KBR 0.03 NEW 42000 18.83 16.81
Ptc 0.03 -47.00% 27672 36.90 0.00
Pentair cs 0.03 +17.00% 16000 65.50 0.00
WCC WESCO International 0.02 +23.00% 7100 78.31 76.99
ENS EnerSys 0.02 -45.00% 11886 58.64 60.13
Itt 0.02 +46.00% 12646 44.92 0.00
1iqtech International 0.02 423846 1.54 0.00
Tronox 0.02 -68.00% 24700 26.03 0.00
YGE Yingli Green Energy Hold 0.01 -55.00% 119684 3.11 2.36
ADSK Autodesk 0.01 -58.00% 4617 55.01 59.90
HUB.B Hubbell Incorporated 0.01 +40.00% 3000 120.67 0.00
WSO Watsco, Incorporated 0.01 +87.00% 4507 86.09 106.27
EMR Emerson Electric 0.01 -58.00% 5000 62.60 62.33
AEP American Electric Power Company 0.01 -38.00% 6050 52.23 59.89
DHR Danaher Corporation 0.01 3000 76.00 86.27
ETR Entergy Corporation 0.01 -37.00% 5100 77.25 89.03
ESE ESCO Technologies 0.01 -57.00% 10300 34.76 36.50
GNRC Generac Holdings 0.01 NEW 8200 40.49 45.97
Rexnord 0.01 NEW 9900 28.48 0.00
Exa 0.01 -27.00% 18793 11.28 0.00
Allegion Plc equity 0.01 -42.00% 6499 47.70 0.00
CPST Capstone Turbine Corporation 0.00 +14.00% 133900 1.07 0.76

Past 13F-HR SEC Filings for LUMINUS MANAGEMENT

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