BEACONLIGHT CAPITAL, LLC Information

1330 AVENUE OF THE AMERICAS, 6TH FLOOR, NEW YORK, New York, 10019, (212) 256-8816

Report Date: 06/30/2014

Position Statistics

Total Positions 19
New Positions 4
Increased Positions 9
Decreased Positions 9
Positions with Activity 18
Sold Out Positions 4
Total Mkt Value (in $ millions) 85

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

Sector Weighting

Basic Materials 1.55%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 1.28%
Financial
Healthcare 1.33%
Services 55.2%
Technology 25.06%
Transportation 6.86%
Utilities

19 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MENS WEARHOUSE INC COM 16,861 2,755 19.53 361,814
ULTRATECH INC COM 12,532 2,178 21.04 685,192
RYMAN HOSPITALITY PPTYS INC COM 10,681 -4,431 (29.32) 220,586
REALOGY HLDGS CORP COM 7,927 2,250 39.63 196,455
CONSTELLIUM NV CL A 7,413 -1,954 (20.86) 366,774
EQUITY COMWLTH COM SH BEN INT 6,932 2,537 57.75 259,997
FAIR ISAAC CORP COM 5,894 -1,115 (15.9) 99,234
QUALITY DISTR INC FLA COM 5,828 1,206 26.08 453,900
TOWERS WATSON & CO CL A 2,864 -4,910 (63.16) 26,522
TRINET GROUP INC COM 1,641 1,641 New 56,648
MICRON TECHNOLOGY INC COM 1,556 1,556 New 47,725
RENTECH INC COM 1,314 1,314 New 900,000
UBIQUITI NETWORKS INC COM 1,309 1,309 New 37,163
VIVUS INC COM 1,133 New 320,000
FLOTEK INDS INC DEL COM 1,089 -650 (37.36) 50,300
TRULIA INC COM -909 Sold Out 0
VERSO PAPER CORP COM -260 Sold Out 0
WORLD WRESTLING ENTMT INC CL A -1,406 Sold Out 0
YOUKU TUDOU INC SPONSORED ADR -458 Sold Out 0