BEACONLIGHT CAPITAL, LLC Information

350 MADISON AVENUE, 22ND FLOOR, NEW YORK, New York, 10017, (212) 256-8816

Report Date: 09/30/2014

Position Statistics

Total Positions 19
New Positions 4
Increased Positions 9
Decreased Positions 9
Positions with Activity 18
Sold Out Positions 3
Total Mkt Value (in $ millions) 83

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

Sector Weighting

Basic Materials 4.4%
Capital Goods
Conglomerates
Consumer Cyclical 2.19%
Consumer/Non-Cyclical
Energy 1.03%
Financial
Healthcare 0%
Services 51.48%
Technology 25.74%
Transportation 5.46%
Utilities

19 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MENS WEARHOUSE INC COM 18,390 1,334 7.82 390,114
ULTRATECH INC COM 11,307 -369 (3.16) 663,536
CONSTELLIUM NV CL A 7,252 742 11.39 408,551
REALOGY HLDGS CORP COM 6,908 -2,335 (25.26) 146,826
FAIR ISAAC CORP COM 5,811 -2,056 (26.14) 73,299
CORPORATE EXECUTIVE BRD CO COM 5,583 5,583 New 79,304
QUALITY DISTR INC FLA COM 4,522 392 9.49 496,960
EQUITY COMWLTH COM SH BEN INT 4,467 -2,483 (35.72) 167,122
TRINET GROUP INC COM 4,350 2,415 124.81 127,348
MICRON TECHNOLOGY INC COM 4,193 2,777 196.28 141,400
HORSEHEAD HLDG CORP COM 3,051 3,051 New 220,108
TOWERS WATSON & CO CL A 2,923 -241 (7.62) 24,500
NAVISTAR INTL CORP NEW COM 1,817 1,817 New 57,900
FLOTEK INDS INC DEL COM 850 New 50,300
RETAILMENOT INC COM SER 1 781 781 New 51,254
RENTECH INC COM 593 -505 (46.01) 485,924
RYMAN HOSPITALITY PPTYS INC COM -12,393 Sold Out 0
UBIQUITI NETWORKS INC COM -1,028 Sold Out 0
VIVUS INC COM -870 Sold Out 0