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) 93

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

Sector Weighting

Basic Materials 1.8%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 1.44%
Financial
Healthcare 1.44%
Services 50.81%
Technology 27.43%
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
TRULIA INC COM -1,112 Sold Out 0
VERSO PAPER CORP COM -329 Sold Out 0
WORLD WRESTLING ENTMT INC CL A -1,503 Sold Out 0
YOUKU TUDOU INC SPONSORED ADR -451 Sold Out 0
TOWERS WATSON & CO CL A 2,773 -4,754 (63.16) 26,522
FLOTEK INDS INC DEL COM 1,333 -795 (37.36) 50,300
RYMAN HOSPITALITY PPTYS INC COM 10,566 -4,383 (29.32) 220,586
CONSTELLIUM NV CL A 9,481 -2,499 (20.86) 366,774
FAIR ISAAC CORP COM 5,753 -1,088 (15.9) 99,234
MICRON TECHNOLOGY INC COM 1,510 1,510 New 47,725
RENTECH INC COM 1,674 1,674 New 900,000
TRINET GROUP INC COM 1,540 1,540 New 56,648
UBIQUITI NETWORKS INC COM 1,561 1,561 New 37,163
VIVUS INC COM 1,331 New 320,000
MENS WEARHOUSE INC COM 17,671 2,887 19.53 361,814
ULTRATECH INC COM 16,623 2,889 21.04 685,192
QUALITY DISTR INC FLA COM 6,359 1,316 26.08 453,900
REALOGY HLDGS CORP COM 7,909 2,245 39.63 196,455
EQUITY COMWLTH COM SH BEN INT 6,677 2,444 57.75 259,997


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