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) 115

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

Sector Weighting

Basic Materials 2.89%
Capital Goods
Conglomerates
Consumer Cyclical 1.62%
Consumer/Non-Cyclical
Energy 5.07%
Financial
Healthcare
Services 61.89%
Technology 23.24%
Transportation 4.51%
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 -8,138 Sold Out 0
FLOTEK INDS INC DEL COM -752 Sold Out 0
MICRON TECHNOLOGY INC COM -3,773 Sold Out 0
RENTECH INC COM -554 Sold Out 0
RETAILMENOT INC COM SER 1 -914 Sold Out 0
ULTRATECH INC COM 6,324 -5,553 (46.76) 353,294
CORPORATE EXECUTIVE BRD CO COM 5,947 -399 (6.29) 74,317
SABRE CORP COM 881 881 New 35,991
SEMGROUP CORP CL A 5,831 5,831 New 72,138
QUALITY DISTR INC FLA COM 5,184 1 .02 497,060
NAVISTAR INTL CORP NEW COM 1,867 178 10.55 64,007
HORSEHEAD HLDG CORP COM 3,324 422 14.56 252,164
MENS WEARHOUSE INC COM 25,779 5,333 26.09 491,877
REALOGY HLDGS CORP COM 9,239 2,450 36.08 199,800
EQUITY COMWLTH COM SH BEN INT 9,041 4,706 108.56 348,545
TRINET GROUP INC COM 9,456 4,995 111.98 269,948
FAIR ISAAC CORP COM 20,379 13,867 212.95 229,392
TOWERS WATSON & CO CL A 11,659 8,446 262.86 88,900


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