BEACONLIGHT CAPITAL, LLC Information

1330 AVENUE OF THE AMERICAS, 6TH FLOOR, NEW YORK, New York, 10019, (212) 256-8816

Report Date: 06/30/2014

Position Statistics

Total Positions 19
New Positions 4
Increased Positions 9
Decreased Positions 9
Positions with Activity 18
Sold Out Positions 4
Total Mkt Value (in $ millions) 98

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

Sector Weighting

Basic Materials 2.05%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 1.42%
Financial
Healthcare 1.4%
Services 50.82%
Technology 27.2%
Transportation 6.48%
Utilities

19 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MENS WEARHOUSE INC COM 19,549 3,194 19.53 361,814
ULTRATECH INC COM 17,719 3,080 21.04 685,192
RYMAN HOSPITALITY PPTYS INC COM 10,974 -4,553 (29.32) 220,586
CONSTELLIUM NV CL A 10,446 -2,754 (20.86) 366,774
REALOGY HLDGS CORP COM 8,009 2,273 39.63 196,455
EQUITY COMWLTH COM SH BEN INT 6,989 2,558 57.75 259,997
QUALITY DISTR INC FLA COM 6,373 1,318 26.08 453,900
FAIR ISAAC CORP COM 5,772 -1,092 (15.9) 99,234
TOWERS WATSON & CO CL A 2,908 -4,986 (63.16) 26,522
RENTECH INC COM 2,016 2,016 New 900,000
UBIQUITI NETWORKS INC COM 1,686 1,686 New 37,163
MICRON TECHNOLOGY INC COM 1,556 1,556 New 47,725
TRINET GROUP INC COM 1,519 1,519 New 56,648
FLOTEK INDS INC DEL COM 1,398 -834 (37.36) 50,300
VIVUS INC COM 1,373 New 320,000
TRULIA INC COM -1,233 Sold Out 0
VERSO PAPER CORP COM -341 Sold Out 0
WORLD WRESTLING ENTMT INC CL A -1,487 Sold Out 0
YOUKU TUDOU INC SPONSORED ADR -475 Sold Out 0