13F-HR filed by LUMINUS MANAGEMENT LLC
LUMINUS MANAGEMENT LLC filed this 13F-HR for the quarter ended 2014-03-31, filed 2014-05-15, with 128 holding rows worth $1,651,301,000.
- Accession
- 0001172661-14-001117
- Filer
- CIK 1279151
- Filed
- 2014-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2014
A holdings report, 128 entries on the cover page, a total value of $1,651,301,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,651,301,000 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 | 5,424,371 | $135,284,000 | thousands by filing date | |
| CALPINE CORP | 131347304 | COM | 6,148,654 | $128,568,000 | thousands by filing date | |
| Duke Energy Corporation | 26441C204 | COM | 1,640,033 | $116,803,000 | thousands by filing date | |
| PG&E CORP COM | 69331C108 | Stock | 2,434,202 | $105,158,000 | thousands by filing date | |
| FIRSTENERGY CORP | 337932107 | COM | 3,047,592 | $103,710,000 | thousands by filing date | |
| ENTERGY CORP NEW COM | 29364G103 | Stock | 1,330,779 | $88,963,000 | thousands by filing date | |
| Ashland | 044209104 | Common | 485,601 | $48,308,000 | thousands by filing date | |
| ATMOS ENERGY CORP COM | 049560105 | Stock | 1,000,190 | $47,139,000 | thousands by filing date | |
| NATIONAL GRID PLC | 636274300 | SPONSORED ADR NE | 529,675 | $36,410,000 | thousands by filing date | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 500,000 | $35,495,000 | thousands by filing date | put |
| TECK RESOURCES LTD CL B | 878742204 | Stock | 1,574,781 | $34,141,000 | thousands by filing date | |
| NextEra Energy,Inc. | 65339F101 | COM | 316,000 | $30,216,000 | thousands by filing date | |
| INTEGRYS ENERGY GROUP INC | 45822P105 | COM | 501,667 | $29,924,000 | thousands by filing date | |
| WISCONSIN ENERGY CORP | 976657106 | COMMON STOCK | 600,000 | $27,930,000 | thousands by filing date | call |
| PPL CORP COM | 69351T106 | Stock | 840,661 | $27,860,000 | thousands by filing date | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 250,100 | $24,302,000 | thousands by filing date | |
| PG&E CORP COM | 69331C108 | Stock | 550,000 | $23,760,000 | thousands by filing date | call |
| LACLEDE GROUP INC/THE | 505597104 | COM | 497,724 | $23,468,000 | thousands by filing date | |
| EXELON CORP COM | 30161N101 | Stock | 623,452 | $20,923,000 | thousands by filing date | |
| Ashland | 044209104 | Common | 198,900 | $19,786,000 | thousands by filing date | call |
| PORTLAND GEN ELEC CO | 736508847 | COM NEW | 591,272 | $19,122,000 | thousands by filing date | |
| CMS ENERGY CORP COM | 125896100 | Stock | 646,267 | $18,923,000 | thousands by filing date | |
| CON-WAY INC | 205944101 | COM | 418,250 | $17,182,000 | thousands by filing date | |
| CSX Corporation | 126408103 | COM | 569,000 | $16,484,000 | thousands by filing date | |
| RELIANCE INC | 759509102 | COM | 220,000 | $15,545,000 | thousands by filing date | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 170,000 | $14,797,000 | thousands by filing date | call |
| DIAMOND OFFSHORE DRILLING IN | 25271C102 | COM | 300,000 | $14,628,000 | thousands by filing date | put |
| RYDER SYS INC COM | 783549108 | Stock | 179,314 | $14,331,000 | thousands by filing date | |
| PBF ENERGY INC | 69318G106 | CL A | 534,300 | $13,785,000 | thousands by filing date | call |
| SWIFT TRANSPORTATION CO | 87074U101 | COM | 547,029 | $13,539,000 | thousands by filing date | |
| BABCOCK & WILCOX CO NEW | 05615F102 | COM | 390,137 | $12,953,000 | thousands by filing date | |
| TRANSOCEAN LTD REGISTERED SHS | H8817H100 | Stock | 300,000 | $12,402,000 | thousands by filing date | put |
| JACOBS ENGINEERING GROUP INC | 469814107 | COM | 192,045 | $12,195,000 | thousands by filing date | |
| MONSANTO CO NEW | 61166W101 | COM | 104,625 | $11,903,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 60,000 | $11,221,000 | thousands by filing date | call |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 221,000 | $11,196,000 | thousands by filing date | |
| PACIFIC DRILLING SA LUXEMBOU | L7257P106 | REG SHS | 1,004,538 | $10,929,000 | thousands by filing date | |
| Caterpillar Inc. | 149123101 | COM | 100,000 | $9,937,000 | thousands by filing date | call |
| URS CORP NEW | 903236107 | COM | 206,893 | $9,736,000 | thousands by filing date | |
| ATWOOD OCEANICS INC | 050095108 | COM | 189,028 | $9,525,000 | thousands by filing date | |
| PPG INDS INC COM | 693506107 | Stock | 47,203 | $9,132,000 | thousands by filing date | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 75,000 | $8,978,000 | thousands by filing date | call |
| UIL HOLDINGS CORPORATION | 902748102 | COMMON STOCK | 240,600 | $8,856,000 | thousands by filing date | |
| STEEL DYNAMICS INC COM | 858119100 | Stock | 455,759 | $8,108,000 | thousands by filing date | |
| PINNACLE WEST CAP CORP | 723484101 | COM | 145,300 | $7,942,000 | thousands by filing date | |
| TESORO CORP | 881609101 | COM | 152,031 | $7,691,000 | thousands by filing date | |
| Dow Chemical Company | 260543103 | COM | 149,083 | $7,244,000 | thousands by filing date | |
| EASTMAN CHEM CO COM | 277432100 | Stock | 82,650 | $7,125,000 | thousands by filing date | |
| JINKOSOLAR HOLDING COMPANY,LIM | 47759T100 | SPONSORED ADR | 246,039 | $6,877,000 | thousands by filing date | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 125,400 | $6,659,000 | thousands by filing date | |
| CONSOL ENERGY INC | 20854P109 | COM | 165,004 | $6,592,000 | thousands by filing date | |
| CHEMTURA CORP | 163893209 | COM NEW | 255,104 | $6,452,000 | thousands by filing date | |
| HUNTSMAN CORP | 447011107 | COM | 248,625 | $6,071,000 | thousands by filing date | |
| Eaton Corp. Plc | G29183103 | COM | 76,126 | $5,719,000 | thousands by filing date | |
| VALARIS ORD | 920355104 | COM | 72,000 | $5,193,000 | thousands by filing date | |
| ECOLAB INC COM | 278865100 | Stock | 47,653 | $5,146,000 | thousands by filing date | |
| DELEK US HOLDINGS INC | 246647101 | COMMON STOCK | 176,237 | $5,118,000 | thousands by filing date | |
| AMEREN CORP COM | 023608102 | Stock | 124,000 | $5,109,000 | thousands by filing date | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 41,500 | $4,940,000 | thousands by filing date | |
| ROWAN COMPANIES PLC | G7665A101 | SHS CL A | 144,100 | $4,853,000 | thousands by filing date | |
| EL PASO ELECTRIC CO | 283677854 | COM NEW | 131,184 | $4,687,000 | thousands by filing date | |
| UNITED RENTALS INC COM | 911363109 | Stock | 47,000 | $4,462,000 | thousands by filing date | |
| CUMMINS INC COM | 231021106 | Stock | 29,800 | $4,440,000 | thousands by filing date | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 53,351 | $4,339,000 | thousands by filing date | |
| PBF ENERGY INC | 69318G106 | CL A | 167,679 | $4,326,000 | thousands by filing date | |
| HALLADOR ENERGY COMPANY | 40609P105 | COM | 502,429 | $4,296,000 | thousands by filing date | |
| POTASH CORP OF SASKATCHEWAN | 73755L107 | COMMON STOCK-FO | 117,000 | $4,238,000 | thousands by filing date | |
| CF INDUSTRIES HOLD COM | 125269100 | Stock | 16,000 | $4,170,000 | thousands by filing date | |
| TAMINCO CORP | 87509U106 | COM | 192,071 | $4,035,000 | thousands by filing date | |
| FMC CORP COM NEW | 302491303 | Stock | 50,000 | $3,828,000 | thousands by filing date | call |
| FOSTER WHEELER AG | H27178104 | COM | 112,198 | $3,637,000 | thousands by filing date | |
| CLIFFS NATURAL RESOURCES | 18683K101 | COMMON STOCK | 172,589 | $3,531,000 | thousands by filing date | |
| JOY GLOBAL INC | 481165108 | COM | 60,000 | $3,480,000 | thousands by filing date | call |
| RPM INTL INC COM | 749685103 | Stock | 81,500 | $3,410,000 | thousands by filing date | |
| QUANTA SVCS INC | 74762E102 | COM | 91,717 | $3,384,000 | thousands by filing date | |
| MRC GLOBAL INC | 55345K103 | COM | 125,034 | $3,371,000 | thousands by filing date | |
| DU PONT E I DE NEMOURS & CO | 263534109 | COM | 50,000 | $3,355,000 | thousands by filing date | call |
| ALBEMARLE CORP | 012653101 | COM | 50,000 | $3,321,000 | thousands by filing date | call |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 58,400 | $3,101,000 | thousands by filing date | call |
| JA SOLAR HOLDINGS CO LTD | 466090206 | SPON ADR REP5ORD | 286,558 | $2,914,000 | thousands by filing date | |
| OGE ENERGY CORP | 670837103 | COM | 78,753 | $2,895,000 | thousands by filing date | |
| LENNOX INTL INC COM | 526107107 | Stock | 31,278 | $2,843,000 | thousands by filing date | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 32,200 | $2,803,000 | thousands by filing date | |
| TYCO INTERNATIONAL LTD | H89128104 | SHS | 66,001 | $2,798,000 | thousands by filing date | |
| WABCO HLDGS INC | 92927K102 | COM | 25,499 | $2,692,000 | thousands by filing date | |
| AXIALL CORP | 05463D100 | COM | 56,168 | $2,523,000 | thousands by filing date | |
| WILLIAMS COS INC COM | 969457100 | Stock | 62,000 | $2,516,000 | thousands by filing date | |
| MOSAIC CO COM | 61945C103 | Stock | 50,000 | $2,500,000 | thousands by filing date | call |
| METHANEX CORP COM | 59151K108 | Stock | 35,224 | $2,252,000 | thousands by filing date | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 11,000 | $2,168,000 | thousands by filing date | |
| ARCELORMITTAL FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 03938L104 | COM | 129,000 | $2,083,000 | thousands by filing date | |
| OLIN CORP | 680665205 | COM PAR $1 | 75,000 | $2,071,000 | thousands by filing date | call |
| ITT CORP | 450911201 | COM | 47,339 | $2,024,000 | thousands by filing date | |
| PTC INC COM | 69370C100 | Stock | 56,329 | $1,995,000 | thousands by filing date | |
| INGERSOLL-RAND PLC | G47791101 | SHS | 32,289 | $1,848,000 | thousands by filing date | |
| POLYONE CORP | 73179P106 | COM | 50,000 | $1,833,000 | thousands by filing date | call |
| WESTLAKE CORPORATION | 960413102 | COM | 26,370 | $1,745,000 | thousands by filing date | |
| BELDEN INC COM | 077454106 | Stock | 23,338 | $1,624,000 | thousands by filing date | |
| WW GRAINGER INC COM | 384802104 | Stock | 5,808 | $1,467,000 | thousands by filing date | |
| ASPEN TECHNOLOGY INC | 045327103 | COM | 32,741 | $1,387,000 | thousands by filing date | |
| ROCKWOOD HLDGS INC | 774415103 | COM | 16,500 | $1,228,000 | thousands by filing date | |
| ENERSYS COM | 29275Y102 | Stock | 16,822 | $1,166,000 | thousands by filing date | |
| ALLEGION PLC | G0176J109 | ORD SHS | 21,646 | $1,129,000 | thousands by filing date | |
| HUB GROUP INC | 443320106 | CL A | 28,000 | $1,120,000 | thousands by filing date | |
| THERMON GROUP HLDGS INC | 88362T103 | COM | 47,186 | $1,094,000 | thousands by filing date | |
| ESCO TECHNOLOGIES INC | 296315104 | COM | 31,026 | $1,092,000 | thousands by filing date | |
| WESTERN REFNG INC | 959319104 | COM | 26,353 | $1,017,000 | thousands by filing date | |
| Pentair Inc | H6169Q108 | PNR | 12,087 | $959,000 | thousands by filing date | |
| HAWAIIAN ELEC INDS INC MTN B | 419870100 | COM | 33,475 | $851,000 | thousands by filing date | |
| STANLEY BLACK & DECKER INC COM | 854502101 | Stock | 10,000 | $812,000 | thousands by filing date | |
| LIQTECH INTERNATIONAL | 53632a102 | COM | 423,846 | $805,000 | thousands by filing date | |
| EMERSON ELEC CO COM | 291011104 | Stock | 12,000 | $802,000 | thousands by filing date | |
| ROCKWELL AUTOMATION INC COM | 773903109 | Stock | 5,875 | $732,000 | thousands by filing date | |
| REGAL REXNORD CORPORATION | 758750103 | COM | 9,400 | $683,000 | thousands by filing date | |
| AMPHENOL CORP NEW | 032095101 | COM | 6,500 | $596,000 | thousands by filing date | |
| Hubbell Inc Class B | 443510201 | COM | 4,670 | $560,000 | thousands by filing date | |
| WESCO INTL INC COM | 95082P105 | Stock | 6,400 | $533,000 | thousands by filing date | |
| REXNORD CORP | 76169B102 | COMMON STOCK | 15,500 | $449,000 | thousands by filing date | |
| APPLIED INDL TECHNOLOGIES INC COM | 03820C105 | Stock | 8,600 | $415,000 | thousands by filing date | |
| AUTODESK INC COM | 052769106 | Stock | 8,000 | $393,000 | thousands by filing date | |
| RICE ENERGY INC | 762760106 | COM | 14,500 | $383,000 | thousands by filing date | |
| ANIXTER INTL INC | 035290105 | COM | 3,416 | $347,000 | thousands by filing date | |
| JOHNSON CONTROLS INT F | 478366107 | COM | 7,000 | $331,000 | thousands by filing date | |
| EXA CORP | 300614500 | COM | 24,596 | $326,000 | thousands by filing date | |
| WATSCO INC COM | 942622200 | Stock | 2,700 | $270,000 | thousands by filing date | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 3,500 | $248,000 | thousands by filing date | |
| PACIFIC DRILLING SA LUXEMBOU | L7257P106 | REG SHS | 15,500 | $169,000 | thousands by filing date | call |
| CAPSTONE TURBINE CORP COM | 14067D102 | COM | 52,840 | $113,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-14-001117 | this filing | 2014-05-15 | acceptance time not in the bulk data set |