BEACONLIGHT CAPITAL, LLC Information

350 MADISON AVENUE, 22ND FLOOR, NEW YORK, New York, 10017, (212) 256-8816

Report Date: 12/31/2014

Position Statistics

Total Positions 18
New Positions 2
Increased Positions 11
Decreased Positions 7
Positions with Activity 18
Sold Out Positions 5
Total Mkt Value (in $ millions) 113

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

Sector Weighting

Basic Materials 2.86%
Capital Goods
Conglomerates
Consumer Cyclical 1.65%
Consumer/Non-Cyclical
Energy 4.93%
Financial
Healthcare
Services 62.18%
Technology 22.87%
Transportation 4.82%
Utilities

18 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
CONSTELLIUM NV CL A -7,726 Sold Out 0
FLOTEK INDS INC DEL COM -859 Sold Out 0
MICRON TECHNOLOGY INC COM -4,337 Sold Out 0
RENTECH INC COM -666 Sold Out 0
RETAILMENOT INC COM SER 1 -893 Sold Out 0
ULTRATECH INC COM 6,373 -5,597 (46.76) 353,294
CORPORATE EXECUTIVE BRD CO COM 5,812 -390 (6.29) 74,317
SABRE CORP COM 783 783 New 35,991
SEMGROUP CORP CL A 5,577 5,577 New 72,138
QUALITY DISTR INC FLA COM 5,463 1 .02 497,060
NAVISTAR INTL CORP NEW COM 1,863 178 10.55 64,007
HORSEHEAD HLDG CORP COM 3,238 412 14.56 252,164
MENS WEARHOUSE INC COM 24,687 5,107 26.09 491,877
REALOGY HLDGS CORP COM 9,191 2,437 36.08 199,800
EQUITY COMWLTH COM SH BEN INT 9,219 4,799 108.56 348,545
TRINET GROUP INC COM 9,810 5,182 111.98 269,948
FAIR ISAAC CORP COM 19,526 13,287 212.95 229,392
TOWERS WATSON & CO CL A 11,690 8,469 262.86 88,900