LUMINUS MANAGEMENT

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

LUMINUS MANAGEMENT portfolio companies for March 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
DYNEGY INC Common stock 8.19 +5.00% 5424371 24.94 0.00
PCG PG&E; Corporation 7.81 +7.00% 2984202 43.20 47.26
CPN Calpine Corporation 7.79 -6.00% 6148654 20.91 22.12
Duke Energy 7.07 +51.00% 1640033 71.22 0.00
FE FirstEnergy 6.28 +286.00% 3047592 34.03 32.20
ETR Entergy Corporation 5.39 +5.00% 1330779 66.85 76.19
ASH Ashland 4.12 +663.00% 684501 99.48 107.85
ATO Atmos Energy Corporation 2.85 NEW 1000190 47.13 50.72
NGG National Grid 2.21 -22.00% 529675 68.74 76.15
D Dominion Resources 2.16 +14285.00% 503500 70.86 70.19
Teck Resources Ltd cl b 2.07 +422.00% 1574781 21.68 0.00
Nextera Energy 1.83 NEW 316000 95.62 0.00
TEG Integrys Energy 1.81 -37.00% 501667 59.65 69.05
WEC Wisconsin Energy Corporation 1.69 NEW 600000 46.55 45.58
PPL PPL Corporation 1.69 +27.00% 840661 33.14 33.50
NSC Norfolk Southern 1.47 +131.00% 250100 97.17 107.34
LG Laclede 1.42 -6.00% 497724 47.15 48.31
EXC Exelon Corporation 1.27 -87.00% 623452 33.56 31.74
POR Portland General Electric Company 1.16 -34.00% 591272 32.34 32.95
CMS CMS Energy Corporation 1.15 -47.00% 646267 29.28 30.50
Pbf Energy Inc cl a 1.10 +29.00% 701979 25.80 0.00
Marathon Petroleum 1.07 -56.00% 202200 87.05 0.00
CNW Con-way 1.04 +12.00% 418250 41.08 49.90
CSX CSX Corporation 1.00 +53.00% 569000 28.97 31.18
RS Reliance Steel & Aluminum 0.94 NEW 220000 70.66 70.75
DO Diamond Offshore Drilling 0.89 NEW 300000 48.76 47.97
R Ryder System 0.87 NEW 179314 79.92 91.38
SWFT Swift Transportation Company 0.82 +84.00% 547029 24.75 21.84
BWC Babcock & Wilcox 0.78 +86.00% 390137 33.20 32.82
Transocean 0.75 NEW 300000 41.34 0.00
JEC Jacobs Engineering 0.74 NEW 192045 63.50 54.55
MON Monsanto Company 0.72 +310.00% 104625 113.77 116.41
SPY SPDR S&P; 500 ETF 0.68 -90.00% 60000 187.02 197.65
AEP American Electric Power Company 0.68 +2764.00% 221000 50.66 54.24
Pacific Drilling Sa 0.67 +29.00% 1020038 10.88 0.00
CAT Caterpillar 0.60 100000 99.37 104.61
VLO Valero Energy Corporation 0.59 -79.00% 183800 53.10 49.01
URS URS Corporation 0.59 NEW 206893 47.06 58.15
ATW Atwood Oceanics 0.58 +711.00% 189028 50.39 49.72
PPG PPG Industries 0.55 -35.00% 47203 193.46 209.58
PH Parker-Hannifin Corporation 0.54 +177.00% 75000 119.71 123.11
UIL UIL Holdings Corporation 0.54 -58.00% 240600 36.81 36.77
STLD Steel Dynamics 0.49 NEW 455759 17.79 21.71
PNW Pinnacle West Capital Corporation 0.48 NEW 145300 54.66 56.57
TSO Tesoro Corporation 0.47 -10.00% 152031 50.59 59.10
DOW Dow Chemical Company 0.44 NEW 149083 48.59 54.02
EMN Eastman Chemical Company 0.43 -72.00% 82650 86.21 88.21
JKS JinkoSolar Holding 0.42 NEW 246039 27.95 25.29
CNX CONSOL Energy 0.40 +265.00% 165004 39.95 40.52
CHMT Chemtura Corporation 0.39 +95.00% 255104 25.29 25.48
HUN Huntsman Corporation 0.37 +187.00% 248625 24.42 27.27
Eaton 0.35 +8.00% 76126 75.13 0.00
ECL Ecolab 0.31 +138.00% 47653 107.99 110.54
AEE Ameren Corporation 0.31 NEW 124000 41.20 40.08
VAL Valspar Corporation 0.31 NEW 72000 72.12 77.94
DK Delek US Holdings 0.31 NEW 176237 29.04 28.85
APD Air Products & Chemicals 0.30 -17.00% 41500 119.04 135.70
Rowan Companies 0.29 144100 33.68 0.00
EE El Paso Electric Company 0.28 NEW 131184 35.73 38.70
CMI Cummins 0.27 +4.00% 29800 148.99 149.61
URI United Rentals 0.27 +416.00% 47000 94.94 113.60
Potash Corp. Of Saskatchewan I 0.26 -36.00% 117000 36.22 0.00
ITW Illinois Tool Works 0.26 NEW 53351 81.33 85.41
HNRG Hallador Energy 0.26 +5.00% 502429 8.55 12.16
CF CF Industries Holdings 0.25 +4.00% 16000 260.62 254.14
Tamin 0.24 -19.00% 192071 21.01 0.00
FMC FMC Corporation 0.23 NEW 50000 76.56 68.58
Foster Wheeler Ltd Com Stk 0.22 NEW 112198 32.42 0.00
JOYG Joy Global 0.21 NEW 60000 58.00 0.00
RPM RPM International 0.21 -22.00% 81500 41.84 44.37
CLF Cliffs Natural Resources 0.21 -75.00% 172589 20.46 15.42
DD E.I. du Pont de Nemours & Company 0.20 -75.00% 50000 67.10 65.40
PWR Quanta Services 0.20 NEW 91717 36.90 34.83
ALB Albemarle Corporation 0.20 NEW 50000 66.42 68.15
Mrc Global Inc cmn 0.20 -47.00% 125034 26.96 0.00
Oge Energy 0.18 -59.00% 78753 36.76 0.00
Ja Solar Holdings Co Ltd spon adr rep5ord 0.18 -61.00% 286558 10.17 0.00
Tyco International Ltd S hs 0.17 +103.00% 66001 42.39 0.00
LII Lennox International 0.17 +366.00% 31278 90.89 89.97
WBC WABCO Holdings 0.16 -34.00% 25499 105.57 106.19
WMB Williams Companies 0.15 -38.00% 62000 40.58 58.73
Mosaic 0.15 NEW 50000 50.00 0.00
Axiall 0.15 +12.00% 56168 44.92 0.00
Methanex 0.14 NEW 35224 63.93 0.00
SHW Sherwin-Williams Company 0.13 -35.00% 11000 197.09 213.38
OLN Olin Corporation 0.13 -42.00% 75000 27.61 25.53
MT ArcelorMittal 0.13 NEW 129000 16.15 15.09
Itt 0.12 NEW 47339 42.76 0.00
Ptc 0.12 -26.00% 56329 35.42 0.00
POL PolyOne Corporation 0.11 -50.00% 50000 36.66 40.80
Ingersoll-rand Co Ltd-cl A 0.11 +26.00% 32289 57.23 0.00
WLK Westlake Chemical Corporation 0.11 -38.00% 26370 66.17 89.92
BDC Belden 0.10 +96.00% 23338 69.59 75.39
GWW W.W. Grainger 0.09 +56.00% 5808 252.58 240.63
AZPN Aspen Technology 0.08 +39.00% 32741 42.36 44.73
HUBG Hub 0.07 NEW 28000 40.00 47.90
ESE ESCO Technologies 0.07 -5.00% 31026 35.20 33.82
ENS EnerSys 0.07 -7.00% 16822 69.31 64.68
ROC Rockwood Holdings 0.07 -77.00% 16500 74.42 82.91
Thermon Group Holdings 0.07 +101.00% 47186 23.18 0.00
Allegion Plc equity 0.07 -14.00% 21646 52.16 0.00
WNR Western Refining 0.06 NEW 26353 38.59 41.99
Pentair 0.06 NEW 12087 79.34 0.00
HE Hawaiian Electric Industries 0.05 NEW 33475 25.42 24.48
SWK Stanley Black & Decker 0.05 NEW 10000 81.20 90.50
EMR Emerson Electric 0.05 +59.00% 12000 66.83 67.68
1iqtech International 0.05 423846 1.90 0.00
APH Amphenol Corporation 0.04 +62.00% 6500 91.69 97.19
RBC REGAL-BELOIT CORPORATION 0.04 -8.00% 9400 72.66 76.32
ROK Rockwell Automation 0.04 NEW 5875 124.60 122.97
HUB.B Hubbell Incorporated 0.03 -62.00% 4670 119.91 0.00
WCC WESCO International 0.03 NEW 6400 83.28 82.59
AIT Applied Industrial Technologies 0.03 +72.00% 8600 48.26 49.63
Rexnord 0.03 NEW 15500 28.97 0.00
ADSK Autodesk 0.02 +29.00% 8000 49.12 55.82
WSO Watsco, Incorporated 0.02 NEW 2700 100.00 92.89
JCI Johnson Controls 0.02 -63.00% 7000 47.29 48.45
AXE Anixter International 0.02 NEW 3416 101.58 95.00
Exa 0.02 +15.00% 24596 13.25 0.00
Rice Energy 0.02 NEW 14500 26.41 0.00
CPST Capstone Turbine Corporation 0.01 -96.00% 52840 2.14 1.39

Past 13F-HR SEC Filings for LUMINUS MANAGEMENT

View All Filings for LUMINUS MANAGEMENT