BEACONLIGHT CAPITAL, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 18
New Positions 2
Increased Positions 11
Decreased Positions 7
Positions with Activity 18
Sold Out Positions 5
Total Mkt Value (in $ millions) 113

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

Sector Weighting

Basic Materials 2.86%
Capital Goods
Conglomerates
Consumer Cyclical 1.63%
Consumer/Non-Cyclical
Energy 5.02%
Financial
Healthcare
Services 62.1%
Technology 23.06%
Transportation 4.57%
Utilities

18 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MENS WEARHOUSE INC COM 25,484 5,272 26.09 491,877
FAIR ISAAC CORP COM 19,900 13,541 212.95 229,392
TOWERS WATSON & CO CL A 11,545 8,364 262.86 88,900
TRINET GROUP INC COM 9,516 5,027 111.98 269,948
REALOGY HLDGS CORP COM 9,037 2,396 36.08 199,800
EQUITY COMWLTH COM SH BEN INT 8,930 4,648 108.56 348,545
ULTRATECH INC COM 6,229 -5,470 (46.76) 353,294
CORPORATE EXECUTIVE BRD CO COM 5,859 -393 (6.29) 74,317
SEMGROUP CORP CL A 5,690 5,690 New 72,138
QUALITY DISTR INC FLA COM 5,184 1 .02 497,060
HORSEHEAD HLDG CORP COM 3,243 412 14.56 252,164
NAVISTAR INTL CORP NEW COM 1,850 176 10.55 64,007
SABRE CORP COM 859 859 New 35,991
CONSTELLIUM NV CL A -7,840 Sold Out 0
FLOTEK INDS INC DEL COM -734 Sold Out 0
MICRON TECHNOLOGY INC COM -3,772 Sold Out 0
RENTECH INC COM -559 Sold Out 0
RETAILMENOT INC COM SER 1 -925 Sold Out 0


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