BEACONLIGHT CAPITAL, LLC Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 24
New Positions 7
Increased Positions 10
Decreased Positions 13
Positions with Activity 23
Sold Out Positions 7
Total Mkt Value (in $ millions) 145

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

Sector Weighting

Basic Materials
Capital Goods 0%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 0%
Financial 0%
Healthcare
Services 32.64%
Technology 41.35%
Transportation
Utilities 2.92%

24 Positions as of 12/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMAYA INC COM 22,799 4,919 27.52 1,660,514
FAIR ISAAC CORP COM 19,646 -3,189 (13.97) 184,106
BUILDERS FIRSTSOURCE INC COM 16,643 5,551 50.05 1,500,760
ADVANCED DRAIN SYS INC DEL COM 12,563 12,563 New 543,385
REALOGY HLDGS CORP COM 11,452 -989 (7.95) 320,433
ELLIE MAE INC COM 10,590 10,590 New 126,674
EQUITY COMWLTH COM SH BEN INT 8,748 -5,274 (37.61) 313,448
CONSTELLIUM NV CL A 8,129 8,129 New 1,394,281
ARAMARK COM 7,179 7,179 New 214,220
EXPEDIA INC DEL COM NEW 6,926 -1,903 (21.55) 59,827
TRIMBLE NAVIGATION LTD COM 4,257 733 20.79 177,762
KINDER MORGAN INC DEL COM 4,232 4,232 New 238,300
ZAYO GROUP HLDGS INC COM 4,122 4,122 New 158,800
SOLARCITY CORP COM 2,726 2,726 New 89,900
TAILORED BRANDS INC COM 2,720 -6,872 (71.64) 156,164
CSW INDUSTRIALS INC COM 1,535 New 47,141
ON ASSIGNMENT INC COM 884 -6,327 (87.74) 24,517
BAIDU INC SPON ADR REP A -10,649 Sold Out 0
CAPITAL SOUTHWEST CORP COM -669 Sold Out 0
CRITEO S A SPONS ADS -8,414 Sold Out 0


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