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 1.65%
Consumer/Non-Cyclical
Energy 4.93%
Financial
Healthcare
Services 62.18%
Technology 22.87%
Transportation 4.82%
Utilities

11 INCREASED 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 24,687 5,107 26.09 491,877
FAIR ISAAC CORP COM 19,526 13,287 212.95 229,392
TOWERS WATSON & CO CL A 11,690 8,469 262.86 88,900
TRINET GROUP INC COM 9,810 5,182 111.98 269,948
EQUITY COMWLTH COM SH BEN INT 9,219 4,799 108.56 348,545
REALOGY HLDGS CORP COM 9,191 2,437 36.08 199,800
SEMGROUP CORP CL A 5,577 5,577 New 72,138
QUALITY DISTR INC FLA COM 5,463 1 .02 497,060
HORSEHEAD HLDG CORP COM 3,238 412 14.56 252,164
NAVISTAR INTL CORP NEW COM 1,863 178 10.55 64,007
SABRE CORP COM 783 783 New 35,991


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