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) 98

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

Sector Weighting

Basic Materials 2.03%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 1.42%
Financial
Healthcare 1.35%
Services 50.99%
Technology 26.93%
Transportation 6.3%
Utilities

19 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
TOWERS WATSON & CO CL A 2,886 -4,949 (63.16) 26,522
RYMAN HOSPITALITY PPTYS INC COM 10,886 -4,516 (29.32) 220,586
CONSTELLIUM NV CL A 10,787 -2,844 (20.86) 366,774
WORLD WRESTLING ENTMT INC CL A -1,480 Sold Out 0
TRULIA INC COM -1,229 Sold Out 0
FAIR ISAAC CORP COM 5,711 -1,080 (15.9) 99,234
FLOTEK INDS INC DEL COM 1,396 -833 (37.36) 50,300
YOUKU TUDOU INC SPONSORED ADR -480 Sold Out 0
VERSO PAPER CORP COM -336 Sold Out 0
VIVUS INC COM 1,325 New 320,000
QUALITY DISTR INC FLA COM 6,187 1,280 26.08 453,900
TRINET GROUP INC COM 1,530 1,530 New 56,648
MICRON TECHNOLOGY INC COM 1,566 1,566 New 47,725
UBIQUITI NETWORKS INC COM 1,690 1,690 New 37,163
RENTECH INC COM 1,989 1,989 New 900,000
REALOGY HLDGS CORP COM 8,027 2,278 39.63 196,455
EQUITY COMWLTH COM SH BEN INT 7,010 2,566 57.75 259,997
ULTRATECH INC COM 17,479 3,038 21.04 685,192
MENS WEARHOUSE INC COM 19,744 3,226 19.53 361,814