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) 86

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

Sector Weighting

Basic Materials 4.97%
Capital Goods
Conglomerates
Consumer Cyclical 2.44%
Consumer/Non-Cyclical
Energy 1.26%
Financial
Healthcare 0%
Services 49.13%
Technology 26.41%
Transportation 7.17%
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 18,702 1,357 7.82 390,114
ULTRATECH INC COM 12,647 -413 (3.16) 663,536
REALOGY HLDGS CORP COM 6,797 -2,297 (25.26) 146,826
CONSTELLIUM NV CL A 6,692 684 11.39 408,551
QUALITY DISTR INC FLA COM 6,197 537 9.49 496,960
CORPORATE EXECUTIVE BRD CO COM 5,910 5,910 New 79,304
FAIR ISAAC CORP COM 5,258 -1,861 (26.14) 73,299
MICRON TECHNOLOGY INC COM 4,921 3,260 196.28 141,400
EQUITY COMWLTH COM SH BEN INT 4,243 -2,358 (35.72) 167,122
TRINET GROUP INC COM 4,055 2,251 124.81 127,348
HORSEHEAD HLDG CORP COM 3,625 3,625 New 220,108
TOWERS WATSON & CO CL A 2,764 -228 (7.62) 24,500
NAVISTAR INTL CORP NEW COM 2,108 2,108 New 57,900
FLOTEK INDS INC DEL COM 1,092 New 50,300
RETAILMENOT INC COM SER 1 758 758 New 51,254
RENTECH INC COM 671 -571 (46.01) 485,924
RYMAN HOSPITALITY PPTYS INC COM -11,195 Sold Out 0
UBIQUITI NETWORKS INC COM -1,103 Sold Out 0
VIVUS INC COM -1,062 Sold Out 0