BEACONLIGHT CAPITAL, LLC
1330 AVENUE OF THE AMERICAS, 6TH FLOOR, NEW YORK, New York, 10019, (212) 256-8816
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 28 |
| New Positions | 8 |
| Increased Positions | 10 |
| Decreased Positions | 18 |
| Positions with Activity | 28 |
| Sold Out Positions | 6 |
| Total Mkt Value (in $ millions) |
86 |
Sector Weighting
| Basic Materials | 0.73% |
| Capital Goods | |
| Conglomerates | |
| Consumer Cyclical | 4.82% |
| Consumer/Non-Cyclical | 6.18% |
| Energy | 10.8% |
| Financial | 0% |
| Healthcare | 4.7% |
| Services | 40.16% |
| Technology | 18.68% |
| Transportation | 10.25% |
| Utilities | 3.68% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
28 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| SUSSER HLDGS CORP | COM | 11,668 | -3,011 | (20.51) | 235,000 |
| SEMGROUP CORP | CL A | 9,265 | -4,115 | (30.75) | 170,000 |
| SANDISK CORP | COM | 6,961 | -2,912 | (29.5) | 120,000 |
| EXPRESS SCRIPTS HLDG CO | COM | 6,895 | 4,388 | 175 | 110,000 |
| NORFOLK SOUTHERN CORP | COM | 6,599 | -1,941 | (22.73) | 85,000 |
| JOS A BANK CLOTHIERS INC | COM | 5,897 | -4,065 | (40.8) | 130,000 |
| OWENS CORNING NEW | COM | 5,305 | 5,305 | New | 120,000 |
| REALOGY HLDGS CORP | COM | 5,011 | -382 | (7.09) | 95,500 |
| ULTRATECH INC | COM | 4,572 | -1,632 | (26.3) | 130,000 |
| TARGA RES CORP | COM | 3,160 | 3,160 | New | 47,000 |
| SIX FLAGS ENTMT CORP NEW | COM | 3,107 | -621 | (16.67) | 40,000 |
| HORNBECK OFFSHORE SVCS INC NEW | COM | 2,200 | 2,200 | New | 42,000 |
| BRUNSWICK CORP | COM | 2,167 | -3,601 | (62.43) | 65,000 |
| VIVUS INC | COM | 2,147 | -3,822 | (64.03) | 144,900 |
| ELLIE MAE INC | COM | 1,950 | 1,950 | New | 87,100 |
| ACCRETIVE HEALTH INC | COM | 1,885 | 1,050 | 125.73 | 170,000 |
| GRIFOLS S A | SP ADR REP B NVT | 1,885 | -808 | (30) | 69,999 |
| MICRON TECHNOLOGY INC | COM | 1,391 | 1,391 | New | 120,000 |
| QUIKSILVER INC | COM | 1,319 | 1,319 | New | 170,000 |
| BAIDU INC | SPON ADR REP A | 1,157 | 1,157 | New | 12,000 |
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