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) 82

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

Sector Weighting

Basic Materials 4.43%
Capital Goods
Conglomerates
Consumer Cyclical 2.19%
Consumer/Non-Cyclical
Energy 1%
Financial
Healthcare 0%
Services 51.22%
Technology 25.77%
Transportation 5.61%
Utilities

19 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
RYMAN HOSPITALITY PPTYS INC COM -12,291 Sold Out 0
UBIQUITI NETWORKS INC COM -1,067 Sold Out 0
VIVUS INC COM -877 Sold Out 0
RENTECH INC COM 593 -505 (46.01) 485,924
EQUITY COMWLTH COM SH BEN INT 4,409 -2,450 (35.72) 167,122
FAIR ISAAC CORP COM 5,777 -2,044 (26.14) 73,299
REALOGY HLDGS CORP COM 6,876 -2,324 (25.26) 146,826
TOWERS WATSON & CO CL A 2,896 -239 (7.62) 24,500
ULTRATECH INC COM 11,021 -360 (3.16) 663,536
CORPORATE EXECUTIVE BRD CO COM 5,573 5,573 New 79,304
FLOTEK INDS INC DEL COM 818 New 50,300
HORSEHEAD HLDG CORP COM 3,046 3,046 New 220,108
NAVISTAR INTL CORP NEW COM 1,801 1,801 New 57,900
RETAILMENOT INC COM SER 1 780 780 New 51,254
MENS WEARHOUSE INC COM 18,097 1,313 7.82 390,114
QUALITY DISTR INC FLA COM 4,612 400 9.49 496,960
CONSTELLIUM NV CL A 7,260 742 11.39 408,551
TRINET GROUP INC COM 4,241 2,354 124.81 127,348
MICRON TECHNOLOGY INC COM 4,376 2,899 196.28 141,400