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 4.93%
Capital Goods
Conglomerates
Consumer Cyclical 2.36%
Consumer/Non-Cyclical
Energy 1.14%
Financial
Healthcare 0%
Services 49.07%
Technology 27.34%
Transportation 6.24%
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 17,126 1,242 7.82 390,114
ULTRATECH INC COM 12,302 -402 (3.16) 663,536
CONSTELLIUM NV CL A 6,610 676 11.39 408,551
REALOGY HLDGS CORP COM 6,525 -2,206 (25.26) 146,826
CORPORATE EXECUTIVE BRD CO COM 5,777 5,777 New 79,304
FAIR ISAAC CORP COM 5,353 -1,894 (26.14) 73,299
QUALITY DISTR INC FLA COM 5,163 447 9.49 496,960
MICRON TECHNOLOGY INC COM 4,949 3,279 196.28 141,400
EQUITY COMWLTH COM SH BEN INT 4,265 -2,370 (35.72) 167,122
TRINET GROUP INC COM 4,037 2,241 124.81 127,348
HORSEHEAD HLDG CORP COM 3,447 3,447 New 220,108
TOWERS WATSON & CO CL A 2,844 -235 (7.62) 24,500
NAVISTAR INTL CORP NEW COM 1,951 1,951 New 57,900
FLOTEK INDS INC DEL COM 944 New 50,300
RETAILMENOT INC COM SER 1 763 763 New 51,254
RENTECH INC COM 627 -534 (46.01) 485,924
RYMAN HOSPITALITY PPTYS INC COM -12,031 Sold Out 0
UBIQUITI NETWORKS INC COM -1,157 Sold Out 0
VIVUS INC COM -947 Sold Out 0


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