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LUMINUS MANAGEMENT LLC Information

1700 BROADWAY, NEW YORK, New York, 10019, (212) 615-3450

Report Date: 03/31/2013

Position Statistics:

Total Positions 121
New Positions 41
Increased Positions 60
Decreased Positions 60
Positions with Activity 120
Sold Out Positions 23
Total Mkt Value
(in $ millions)		 1,119

Sector Weighting

Basic Materials 7.12%
Capital Goods 3.48%
Conglomerates 0.41%
Consumer Cyclical 0.29%
Consumer/Non-Cyclical 0.78%
Energy 4.83%
Financial 0.14%
Healthcare
Services 0.2%
Technology 3.54%
Transportation
Utilities 79.19%

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

121 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
CALPINE CORP COM NEW 150,390 New 7,050,640
DYNEGY INC NEW DEL COM 135,174 -24,424 (15.3) 5,655,835
DUKE ENERGY CORP NEW COM NEW 81,917 -14,279 (14.84) 1,143,778
AMEREN CORP COM 62,334 -23,634 (27.49) 1,718,139
PPL CORP COM 55,082 -34,964 (38.83) 1,713,297
PG&E CORP COM 47,115 -245 (0.52) 997,560
NATIONAL GRID PLC SPON ADR NEW 45,847 18,896 70.12 725,882
DOMINION RES INC VA NEW COM 40,250 34,375 585.11 658,000
AMERICAN WTR WKS CO INC NEW COM 32,905 32,905 New 771,155
EDISON INTL COM 31,673 -75,181 (70.36) 649,030
OGE ENERGY CORP COM 25,459 25,459 New 354,627
NORTHEAST UTILS COM 24,386 24,116 8,947.37 548,361
GREAT PLAINS ENERGY INC COM 20,239 -21,198 (51.16) 831,865
PEPCO HOLDINGS INC COM 20,135 -41,270 (67.21) 913,152
MEMC ELECTR MATLS INC COM 20,014 -72,553 (78.38) 3,065,005
SOUTHWEST GAS CORP COM 19,100 -5,126 (21.16) 377,249
AQUA AMERICA INC COM 17,160 -10,460 (37.87) 524,299
TECO ENERGY INC COM 15,184 15,184 New 800,000
ARCH COAL INC COM 13,481 13,481 New 2,690,905
PORTLAND GEN ELEC CO COM NEW 12,783 6,802 113.73 395,398