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Luminus Management Llc Buys Rio Tinto PLC, Kansas City Southern, TechnipFMC PLC, Sells Berry Global Group Inc, Vistra Energy Corp, Jacobs Engineering Group Inc

New York, NY, based Investment company Luminus Management Llc buys Rio Tinto PLC, Kansas City Southern, TechnipFMC PLC, Commercial Metals Co, SPDR Select Sector Fund - Utilities, Marathon Petroleum Corp, Edison International, Honeywell International Inc, FirstEnergy Corp, ArcelorMittal SA, Lyft Inc, United Technologies Corp, NiSource Inc, Livent Corp, Farfetch, Gol Intelligent Airlines Inc, BHP Group PLC, SPDR Select Sector Fund - Industrial, Enphase Energy Inc, Third Point Reinsurance, Univar Inc, HollyFrontier Corp, Tronox Holdings PLC, Teck Resources, Laredo Petroleum Inc, Sociedad Quimica Y Minera De Chile SA, Presidio Inc, Anadarko Petroleum Corp, MyoKardia Inc, Molson Coors Brewing Co, Cheniere Energy Inc, D.R. Horton Inc, Targa Resources Corp, BHP Group, DowDuPont Inc, AXA Equitable Holdings Inc, Graphic Packaging Holding Co, Liquidia Technologies Inc, Heartland Express Inc, Green Plains Inc, Northern Dynasty Minerals, The Kroger Co, Sienna Biopharmaceuticals Inc, CNH Industrial NV, Alta Mesa Resources Inc, Oasis Petroleum Inc, Precision BioSciences Inc, Arch Coal Inc, Jagged Peak Energy Inc, Marathon Oil Corp, sells Berry Global Group Inc, Vistra Energy Corp, Jacobs Engineering Group Inc, United States Steel Corp, CenterPoint Energy Inc, Public Service Enterprise Group Inc, Ashland Global Holdings Inc, Reliance Steel & Aluminum Co, Kinder Morgan Inc, Transocean, Exelon Corp, Vale SA, MRC Global Inc, Nucor Corp, Ensco Rowan PLC, Ecolab Inc, Valero Energy Corp, Alliant Energy Corp, NRG Energy Inc, McDermott International Inc, Knight-Swift Transportation Holdings Inc, Crescent Point Energy Corp, Sempra Energy, SRC Energy Inc, MasTec Inc, Atmos Energy Corp, W R Grace, Rowan PLC, nVent Electric PLC, Tencent Music Entertainment Group, Bunge, Skyline Champion Corp, Consolidated Edison Inc, Crown Holdings Inc, WRKCo Inc, Emerson Electric Co, Tyson Foods Inc, Avangrid Inc, Lowe's Inc, PG&E Corp, Aqua America Inc, LyondellBasell Industries NV, Himax Technologies Inc, The Chemours Co, Deere, Aptiv PLC, Martin Marietta Materials Inc, General Motors Co, iShares U.S. Home Construction, Arconic Inc, Cimarex Energy Co, Vivint Solar Inc, Intelsat SA, Canadian Solar Inc, Biohaven Pharmaceutical Holding Co, PolyOne Corp, Phillips 66, Dycom Industries Inc, Eagle Materials Inc, Kosmos Energy, Venator Materials PLC, Celanese Corp, Nutrien, Eastman Chemical Co, Seadrill, Sherwin-Williams Co, Teekay Offshore Partners LP, VBI Vaccines Inc, Plains GP Holdings LP, Global Blood Therapeutics Inc, PBF Energy Inc, Delek US Holdings Inc, AGCO Corp, Darling Ingredients Inc, Infrastructure and Energy Alternatives Inc, Noble Energy Inc, Daqo New Energy Corp, American Vanguard Corp, Orion Engineered Carbons SA during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Luminus Management Llc. As of 2019Q1, Luminus Management Llc owns 125 stocks with a total value of $4.7 billion. These are the details of the buys and sells.

For the details of LUMINUS MANAGEMENT LLC's stock buys and sells, go to https://www.gurufocus.com/guru/luminus+management+llc/current-portfolio/portfolio

These are the top 5 holdings of LUMINUS MANAGEMENT LLC
  1. Air Products & Chemicals Inc (APD) - 1,202,889 shares, 4.93% of the total portfolio. Shares reduced by 10.77%
  2. FirstEnergy Corp (FE) - 4,537,653 shares, 4.06% of the total portfolio. Shares added by 22.88%
  3. Berry Global Group Inc (BERY) - 3,480,124 shares, 4.03% of the total portfolio. Shares reduced by 42.68%
  4. Ashland Global Holdings Inc (ASH) - 2,371,136 shares, 3.98% of the total portfolio. Shares reduced by 23.11%
  5. Cabot Oil & Gas Corp (COG) - 5,966,394 shares, 3.35% of the total portfolio. Shares added by 5.16%
New Purchase: Kansas City Southern (KSU)

Luminus Management Llc initiated holding in Kansas City Southern. The purchase prices were between $92.87 and $116.51, with an estimated average price of $107.82. The stock is now traded at around $119.73. The impact to a portfolio due to this purchase was 1.98%. The holding were 794,742 shares as of .

New Purchase: TechnipFMC PLC (FTI)

Luminus Management Llc initiated holding in TechnipFMC PLC. The purchase prices were between $19.58 and $24.59, with an estimated average price of $22.71. The stock is now traded at around $22.80. The impact to a portfolio due to this purchase was 1.59%. The holding were 3,137,974 shares as of .

New Purchase: SPDR Select Sector Fund - Utilities (XLU)

Luminus Management Llc initiated holding in SPDR Select Sector Fund - Utilities. The purchase prices were between $52 and $58.96, with an estimated average price of $55.53. The stock is now traded at around $58.09. The impact to a portfolio due to this purchase was 0.95%. The holding were 762,295 shares as of .

New Purchase: Edison International (EIX)

Luminus Management Llc initiated holding in Edison International. The purchase prices were between $53.51 and $65.07, with an estimated average price of $59.56. The stock is now traded at around $60.01. The impact to a portfolio due to this purchase was 0.79%. The holding were 593,410 shares as of .

New Purchase: Honeywell International Inc (HON)

Luminus Management Llc initiated holding in Honeywell International Inc. The purchase prices were between $130.07 and $158.92, with an estimated average price of $147.99. The stock is now traded at around $169.38. The impact to a portfolio due to this purchase was 0.77%. The holding were 224,500 shares as of .

New Purchase: ArcelorMittal SA (MT)

Luminus Management Llc initiated holding in ArcelorMittal SA. The purchase prices were between $19.75 and $23.9, with an estimated average price of $22.15. The stock is now traded at around $17.15. The impact to a portfolio due to this purchase was 0.76%. The holding were 1,725,767 shares as of .

Added: Rio Tinto PLC (RIO)

Luminus Management Llc added to a holding in Rio Tinto PLC by 18610.47%. The purchase prices were between $46.65 and $59.19, with an estimated average price of $54.86. The stock is now traded at around $58.29. The impact to a portfolio due to this purchase was 2.6%. The holding were 2,062,642 shares as of .

Added: Commercial Metals Co (CMC)

Luminus Management Llc added to a holding in Commercial Metals Co by 146.53%. The purchase prices were between $15.63 and $17.55, with an estimated average price of $16.5. The stock is now traded at around $16.36. The impact to a portfolio due to this purchase was 1.26%. The holding were 5,770,727 shares as of .

Added: Marathon Petroleum Corp (MPC)

Luminus Management Llc added to a holding in Marathon Petroleum Corp by 353.76%. The purchase prices were between $57.5 and $67.18, with an estimated average price of $62.95. The stock is now traded at around $51.19. The impact to a portfolio due to this purchase was 0.87%. The holding were 863,591 shares as of .

Added: FirstEnergy Corp (FE)

Luminus Management Llc added to a holding in FirstEnergy Corp by 22.88%. The purchase prices were between $36.71 and $42, with an estimated average price of $39.68. The stock is now traded at around $41.83. The impact to a portfolio due to this purchase was 0.76%. The holding were 4,537,653 shares as of .

Added: United Technologies Corp (UTX)

Luminus Management Llc added to a holding in United Technologies Corp by 188.33%. The purchase prices were between $103.48 and $128.89, with an estimated average price of $120.52. The stock is now traded at around $133.98. The impact to a portfolio due to this purchase was 0.5%. The holding were 279,100 shares as of .

Added: NiSource Inc (NI)

Luminus Management Llc added to a holding in NiSource Inc by 150.99%. The purchase prices were between $25.07 and $28.82, with an estimated average price of $26.93. The stock is now traded at around $28.06. The impact to a portfolio due to this purchase was 0.45%. The holding were 1,225,878 shares as of .

Sold Out: Jacobs Engineering Group Inc (JEC)

Luminus Management Llc sold out a holding in Jacobs Engineering Group Inc. The sale prices were between $57.3 and $75.19, with an estimated average price of $67.86.

Sold Out: Public Service Enterprise Group Inc (PEG)

Luminus Management Llc sold out a holding in Public Service Enterprise Group Inc. The sale prices were between $50.75 and $59.92, with an estimated average price of $55.78.

Sold Out: CenterPoint Energy Inc (CNP)

Luminus Management Llc sold out a holding in CenterPoint Energy Inc. The sale prices were between $28 and $31.4, with an estimated average price of $30.21.

Sold Out: Kinder Morgan Inc (KMI)

Luminus Management Llc sold out a holding in Kinder Morgan Inc. The sale prices were between $15.38 and $20.42, with an estimated average price of $18.61.

Sold Out: Vale SA (VALE)

Luminus Management Llc sold out a holding in Vale SA. The sale prices were between $11.17 and $14.86, with an estimated average price of $12.96.

Sold Out: Alliant Energy Corp (LNT)

Luminus Management Llc sold out a holding in Alliant Energy Corp. The sale prices were between $41.15 and $47.86, with an estimated average price of $44.71.



Here is the complete portfolio of LUMINUS MANAGEMENT LLC. Also check out:

1. LUMINUS MANAGEMENT LLC's Undervalued Stocks
2. LUMINUS MANAGEMENT LLC's Top Growth Companies, and
3. LUMINUS MANAGEMENT LLC's High Yield stocks
4. Stocks that LUMINUS MANAGEMENT LLC keeps buying

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