BEACONLIGHT CAPITAL, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 17
New Positions 4
Increased Positions 8
Decreased Positions 9
Positions with Activity 17
Sold Out Positions 4
Total Mkt Value (in $ millions) 114

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

Sector Weighting

Basic Materials 0%
Capital Goods
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 6.45%
Energy 8.24%
Financial 1.97%
Healthcare
Services 41.13%
Technology 28.08%
Transportation 6.93%
Utilities

8 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FAIR ISAAC CORP COM 23,282 2,986 14.71 263,137
SEMGROUP CORP CL A 9,365 3,474 58.98 114,684
EQUITY COMWLTH COM SH BEN INT 9,100 49 .54 350,422
MONDELEZ INTL INC CL A 7,327 7,327 New 182,400
SABRE CORP COM 4,190 3,249 345.06 160,182
CITIZENS FINL GROUP INC COM 3,987 3,987 New 148,100
MICRON TECHNOLOGY INC COM 2,380 2,380 New 87,100
CAPITAL SOUTHWEST CORP COM 2,243 2,243 New 44,041