13F-HR filed by LUMINUS MANAGEMENT LLC
LUMINUS MANAGEMENT LLC filed this 13F-HR for the quarter ended 2013-06-30, filed 2013-08-14, with 114 holding rows worth $1,196,640,000.
- Accession
- 0001172661-13-001203
- Filer
- CIK 1279151
- Filed
- 2013-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2013
A holdings report, 114 entries on the cover page, a total value of $1,196,640,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,196,640,000 with VALUE read as thousands by filing date, 13F file number 028-10672. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DYNEGY INC NEW DEL | 26817R108 | COM | 6,089,333 | $137,315,000 | thousands by filing date | |
| Duke Energy Corporation | 26441C204 | COM | 1,746,593 | $117,895,000 | thousands by filing date | |
| CALPINE CORP | 131347304 | COM | 5,196,708 | $110,326,000 | thousands by filing date | |
| PPL CORP COM | 69351T106 | Stock | 1,969,895 | $59,609,000 | thousands by filing date | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 1,072,600 | $48,031,000 | thousands by filing date | |
| AMEREN CORP COM | 023608102 | Stock | 1,201,347 | $41,374,000 | thousands by filing date | |
| NATIONAL GRID PLC | 636274300 | SPONSORED ADR NE | 695,499 | $39,414,000 | thousands by filing date | |
| NV ENERGY INC | 67073Y106 | COM | 1,493,733 | $35,043,000 | thousands by filing date | |
| PG&E CORP COM | 69331C108 | Stock | 690,426 | $31,573,000 | thousands by filing date | |
| LACLEDE GROUP INC/THE | 505597104 | COM | 666,480 | $30,431,000 | thousands by filing date | |
| EDISON INTL COM | 281020107 | Stock | 550,311 | $26,503,000 | thousands by filing date | |
| PORTLAND GEN ELEC CO | 736508847 | COM NEW | 839,613 | $25,684,000 | thousands by filing date | |
| SOUTHWEST GAS HLDGS INC COM | 844895102 | Stock | 450,340 | $21,071,000 | thousands by filing date | |
| MRC GLOBAL INC | 55345K103 | COM | 732,736 | $20,238,000 | thousands by filing date | |
| OGE ENERGY CORP | 670837103 | COM | 292,622 | $19,957,000 | thousands by filing date | |
| CONSOL ENERGY INC | 20854P109 | COM | 734,487 | $19,905,000 | thousands by filing date | |
| SEMPRA COM | 816851109 | Stock | 212,200 | $17,349,000 | thousands by filing date | |
| STEEL DYNAMICS INC COM | 858119100 | Stock | 1,130,336 | $16,853,000 | thousands by filing date | |
| INTEGRYS ENERGY GROUP INC | 45822P105 | COM | 278,100 | $16,277,000 | thousands by filing date | |
| PUBLIC SVC ENTERPRISE GROUP COM | 744573106 | Stock | 489,915 | $16,001,000 | thousands by filing date | |
| CLOUD PEAK ENERGY INC | 18911Q102 | COM | 934,601 | $15,402,000 | thousands by filing date | |
| AGL RES INC | 001204106 | COM | 348,026 | $14,916,000 | thousands by filing date | |
| QUANTA SVCS INC | 74762E102 | COM | 545,809 | $14,442,000 | thousands by filing date | |
| AQUA AMERICA INC | 03836W103 | COM | 400,299 | $12,525,000 | thousands by filing date | |
| AECOM COM | 00766T100 | Stock | 333,014 | $10,587,000 | thousands by filing date | |
| MCDERMOTT INTL INC | 580037109 | COM | 1,280,711 | $10,476,000 | thousands by filing date | |
| ECOLAB INC COM | 278865100 | Stock | 120,476 | $10,263,000 | thousands by filing date | |
| PPG INDS INC COM | 693506107 | Stock | 67,279 | $9,850,000 | thousands by filing date | |
| PIEDMONT NATURAL GAS CO | 720186105 | COM | 290,161 | $9,790,000 | thousands by filing date | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 251,973 | $8,761,000 | thousands by filing date | |
| HAWAIIAN ELEC INDS INC MTN B | 419870100 | COM | 320,241 | $8,105,000 | thousands by filing date | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 107,313 | $7,626,000 | thousands by filing date | |
| GENERAL CABLE CORP DEL NEW | 369300108 | COM | 240,809 | $7,405,000 | thousands by filing date | |
| Eaton Corp. Plc | G29183103 | COM | 106,698 | $7,022,000 | thousands by filing date | |
| PBF ENERGY INC | 69318G106 | CL A | 267,252 | $6,922,000 | thousands by filing date | |
| NEW JERSEY RES CORP | 646025106 | COM | 164,000 | $6,811,000 | thousands by filing date | |
| VALE S A | 91912E105 | SPONSORED ADS | 492,485 | $6,476,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 150,000 | $6,396,000 | thousands by filing date | put |
| CMS ENERGY CORP COM | 125896100 | Stock | 232,880 | $6,327,000 | thousands by filing date | |
| TYCO INTERNATIONAL LTD | H89128104 | SHS | 176,400 | $5,812,000 | thousands by filing date | |
| PRAXAIR INC | 74005P104 | COM | 49,403 | $5,689,000 | thousands by filing date | |
| DU PONT E I DE NEMOURS & CO | 263534109 | COM | 100,000 | $5,250,000 | thousands by filing date | call |
| CF INDUSTRIES HOLD COM | 125269100 | Stock | 30,600 | $5,248,000 | thousands by filing date | |
| JOY GLOBAL INC | 481165108 | COM | 100,000 | $4,853,000 | thousands by filing date | call |
| WABCO HLDGS INC | 92927K102 | COM | 64,568 | $4,823,000 | thousands by filing date | |
| WESTLAKE CORPORATION | 960413102 | COM | 49,864 | $4,807,000 | thousands by filing date | |
| PBF ENERGY INC | 69318G106 | CL A | 182,600 | $4,729,000 | thousands by filing date | call |
| GREAT PLAINS ENERGY INC | 391164100 | COM | 208,607 | $4,702,000 | thousands by filing date | |
| PHILLIPS 66 COM | 718546104 | Stock | 70,980 | $4,181,000 | thousands by filing date | |
| Ashland | 044209104 | Common | 50,000 | $4,175,000 | thousands by filing date | call |
| BELDEN INC COM | 077454106 | Stock | 81,940 | $4,091,000 | thousands by filing date | |
| TETRA TECH INC NEW | 88162G103 | COM | 170,000 | $3,997,000 | thousands by filing date | |
| JOHNSON CONTROLS INT F | 478366107 | COM | 106,984 | $3,829,000 | thousands by filing date | |
| BUNGE LTD | G16962105 | COM | 53,489 | $3,785,000 | thousands by filing date | |
| METHANEX CORP COM | 59151K108 | Stock | 85,000 | $3,641,000 | thousands by filing date | |
| MANITOWOC COMPANY INC | 563571108 | COM | 202,634 | $3,629,000 | thousands by filing date | |
| MONSANTO CO NEW | 61166W101 | COM | 35,951 | $3,552,000 | thousands by filing date | |
| NAVISTAR INTERNATIONAL | 63934E108 | COMMON STOCK | 125,000 | $3,470,000 | thousands by filing date | |
| INGERSOLL-RAND PLC | G47791101 | SHS | 61,000 | $3,387,000 | thousands by filing date | |
| ALBERTSONS CO SHS CL A CLASS CLASS A | 039380100 | COM | 850,543 | $3,215,000 | thousands by filing date | |
| ALBEMARLE CORP | 012653101 | COM | 50,000 | $3,115,000 | thousands by filing date | call |
| VALARIS ORD | 920355104 | COM | 48,000 | $3,104,000 | thousands by filing date | |
| ROCKWOOD HLDGS INC | 774415103 | COM | 46,903 | $3,003,000 | thousands by filing date | |
| KENNAMETAL INC | 489170100 | COM | 74,900 | $2,908,000 | thousands by filing date | |
| GENERAC HLDGS INC | 368736104 | COM | 76,695 | $2,838,000 | thousands by filing date | |
| CUMMINS INC COM | 231021106 | Stock | 24,920 | $2,703,000 | thousands by filing date | |
| WGL HLDGS INC | 92924F106 | COM | 60,000 | $2,593,000 | thousands by filing date | |
| ITC HLDGS CORP | 465685105 | COM | 28,000 | $2,556,000 | thousands by filing date | put |
| HUNTSMAN CORP | 447011107 | COM | 150,200 | $2,487,000 | thousands by filing date | |
| HALLADOR ENERGY COMPANY | 40609P105 | COM | 298,980 | $2,407,000 | thousands by filing date | |
| PINNACLE WEST CAP CORP | 723484101 | COM | 42,382 | $2,351,000 | thousands by filing date | |
| CYTEC INDS INC | 232820100 | COM | 30,000 | $2,198,000 | thousands by filing date | |
| GRACE W R & CO DEL NEW COM | 38388F108 | Stock | 25,328 | $2,129,000 | thousands by filing date | |
| POLYONE CORP | 73179P106 | COM | 84,333 | $2,090,000 | thousands by filing date | |
| OSHKOSH CORP COM | 688239201 | Stock | 50,000 | $1,899,000 | thousands by filing date | call |
| CANADIAN SOLAR INC | 136635109 | COM | 159,834 | $1,757,000 | thousands by filing date | |
| GARDNER DENVER INC | 365558105 | COM | 23,363 | $1,756,000 | thousands by filing date | |
| THE ADT CORPORATION | 00101J106 | COM | 43,520 | $1,734,000 | thousands by filing date | |
| MCDERMOTT INTL INC | 580037109 | COM | 200,000 | $1,636,000 | thousands by filing date | put |
| AGCO CORP | 001084102 | COM | 31,874 | $1,600,000 | thousands by filing date | |
| URS CORP NEW | 903236107 | COM | 32,862 | $1,552,000 | thousands by filing date | |
| CELANESE CORP DEL COM | 150870103 | Stock | 34,000 | $1,523,000 | thousands by filing date | |
| ASPEN TECHNOLOGY INC | 045327103 | COM | 52,000 | $1,497,000 | thousands by filing date | |
| MASTEC INC COM | 576323109 | Stock | 44,699 | $1,471,000 | thousands by filing date | |
| INTREPID POTASH INC | 46121Y102 | COM | 74,508 | $1,419,000 | thousands by filing date | |
| OSHKOSH CORP COM | 688239201 | Stock | 37,201 | $1,413,000 | thousands by filing date | |
| FOSTER WHEELER AG | H27178104 | COM | 58,700 | $1,274,000 | thousands by filing date | |
| TIMKEN CO | 887389104 | COM | 22,500 | $1,266,000 | thousands by filing date | |
| UNITED RENTALS INC COM | 911363109 | Stock | 25,000 | $1,248,000 | thousands by filing date | |
| ENERSYS COM | 29275Y102 | Stock | 23,117 | $1,134,000 | thousands by filing date | |
| CAPSTONE TURBINE CORP COM | 14067D102 | COM | 948,200 | $1,109,000 | thousands by filing date | |
| TRONOX LTD | Q9235V101 | SHS CL A | 50,000 | $1,008,000 | thousands by filing date | |
| WW GRAINGER INC COM | 384802104 | Stock | 3,900 | $984,000 | thousands by filing date | |
| AZZ INC COM | 002474104 | Stock | 23,720 | $915,000 | thousands by filing date | |
| Hubbell Inc Class B | 443510201 | COM | 9,108 | $902,000 | thousands by filing date | |
| WESCO INTL INC COM | 95082P105 | Stock | 13,163 | $895,000 | thousands by filing date | |
| POWELL INDS INC | 739128106 | COM | 15,584 | $805,000 | thousands by filing date | |
| FASTENAL CO COM | 311900104 | Stock | 17,200 | $788,000 | thousands by filing date | |
| PTC INC COM | 69370C100 | Stock | 31,400 | $770,000 | thousands by filing date | |
| ESCO TECHNOLOGIES INC | 296315104 | COM | 20,793 | $673,000 | thousands by filing date | |
| LEAR CORP COM NEW | 521865204 | Stock | 10,600 | $641,000 | thousands by filing date | |
| CHEMTURA CORP | 163893209 | COM NEW | 30,881 | $627,000 | thousands by filing date | |
| EXA CORP | 300614500 | COM | 60,914 | $627,000 | thousands by filing date | |
| ROCKWELL AUTOMATION INC COM | 773903109 | Stock | 6,000 | $499,000 | thousands by filing date | |
| NORTHWESTERN ENERGY GROUP INC COM NEW | 668074305 | Stock | 10,911 | $435,000 | thousands by filing date | |
| AUTODESK INC COM | 052769106 | Stock | 12,000 | $407,000 | thousands by filing date | |
| NATIONAL INSTRS CORP | 636518102 | COM | 13,250 | $370,000 | thousands by filing date | |
| AXIALL CORP | 05463D100 | COM | 7,420 | $316,000 | thousands by filing date | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 5,500 | $313,000 | thousands by filing date | |
| Southern Company | 842587107 | COM | 6,600 | $291,000 | thousands by filing date | |
| DIGI INTL INC | 253798102 | COM | 26,374 | $247,000 | thousands by filing date | |
| EDGEN GROUP INC | 28014Q107 | CL A | 34,540 | $220,000 | thousands by filing date | |
| NORTHEAST UTILS | 664397106 | COM | 5,092 | $214,000 | thousands by filing date | |
| MAXWELL TECHNOLOGIES INC | 577767106 | COMMON STOCK | 15,000 | $107,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-13-001203 | this filing | 2013-08-14 | acceptance time not in the bulk data set |