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) 115

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 6.53%
Energy 7.93%
Financial 1.91%
Healthcare
Services 42.85%
Technology 27.24%
Transportation 6.69%
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 23,888 3,063 14.71 263,137
SEMGROUP CORP CL A 9,115 3,382 58.98 114,684
EQUITY COMWLTH COM SH BEN INT 8,995 48 .54 350,422
MONDELEZ INTL INC CL A 7,504 7,504 New 182,400
CITIZENS FINL GROUP INC COM 4,045 4,045 New 148,100
SABRE CORP COM 3,812 2,956 345.06 160,182
CAPITAL SOUTHWEST CORP COM 2,199 2,199 New 44,041
MICRON TECHNOLOGY INC COM 1,641 1,641 New 87,100