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) 80

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

Sector Weighting

Basic Materials 4.41%
Capital Goods
Conglomerates
Consumer Cyclical 2.12%
Consumer/Non-Cyclical
Energy 1.01%
Financial
Healthcare 0%
Services 52.15%
Technology 24.81%
Transportation 5.16%
Utilities

19 Positions as of 09/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
CONSTELLIUM NV CL A 7,521 769 11.39 408,551
TOWERS WATSON & CO CL A 2,903 -240 (7.62) 24,500
CORPORATE EXECUTIVE BRD CO COM 5,434 5,434 New 79,304
FAIR ISAAC CORP COM 5,230 -1,850 (26.14) 73,299
FLOTEK INDS INC DEL COM 813 New 50,300
HORSEHEAD HLDG CORP COM 2,958 2,958 New 220,108
MENS WEARHOUSE INC COM 18,129 1,315 7.82 390,114
MICRON TECHNOLOGY INC COM 4,138 2,741 196.28 141,400
NAVISTAR INTL CORP NEW COM 1,703 1,703 New 57,900
QUALITY DISTR INC FLA COM 4,145 359 9.49 496,960
REALOGY HLDGS CORP COM 6,827 -2,308 (25.26) 146,826
RENTECH INC COM 583 -497 (46.01) 485,924
RYMAN HOSPITALITY PPTYS INC COM -12,110 Sold Out 0
TRINET GROUP INC COM 4,224 2,345 124.81 127,348
UBIQUITI NETWORKS INC COM -977 Sold Out 0
ULTRATECH INC COM 10,577 -345 (3.16) 663,536
VIVUS INC COM -838 Sold Out 0
RETAILMENOT INC COM SER 1 796 796 New 51,254
EQUITY COMWLTH COM SH BEN INT 4,404 -2,447 (35.72) 167,122