BEACONLIGHT CAPITAL, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 22
New Positions 6
Increased Positions 13
Decreased Positions 9
Positions with Activity 22
Sold Out Positions 7
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 0.27%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 2.53%
Financial
Healthcare 1.58%
Services 53.08%
Technology 22.09%
Transportation 5.59%
Utilities

22 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MENS WEARHOUSE INC COM 17,251 13,564 367.85 302,700
RYMAN HOSPITALITY PPTYS INC COM 15,408 2,666 20.92 312,096
CONSTELLIUM NV CL A 14,516 -3,477 (19.32) 463,459
ULTRATECH INC COM 13,592 8,634 174.14 566,100
FAIR ISAAC CORP COM 7,468 7,468 New 118,000
TOWERS WATSON & CO CL A 7,399 5,036 213.04 72,000
QUALITY DISTR INC FLA COM 5,465 5,465 New 360,000
REALOGY HLDGS CORP COM 5,331 606 12.83 140,700
COMMONWEALTH REIT COM SH BEN INT 4,429 806 22.25 164,820
FLOTEK INDS INC DEL COM 2,471 -3,692 (59.91) 80,300
VIVUS INC COM 1,546 145 10.31 320,000
WORLD WRESTLING ENTMT INC CL A 1,205 1,205 New 102,300
TRULIA INC COM 822 822 New 20,000
YOUKU TUDOU INC SPONSORED ADR 513 513 New 24,000
VERSO PAPER CORP COM 263 263 New 105,000
ADVANCED EMISSIONS SOLUTS INC COM -717 Sold Out 0
AVAGO TECHNOLOGIES LTD SHS -3,660 Sold Out 0
ENDO INTL PLC SHS -2,114 Sold Out 0
HCA HOLDINGS INC COM -3,134 Sold Out 0
MICRON TECHNOLOGY INC COM -2,591 Sold Out 0


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