BEACONLIGHT CAPITAL, LLC Information

1330 AVENUE OF THE AMERICAS, 6TH FLOOR, NEW YORK, New York, 10019, (212) 256-8816

Report Date: 03/31/2014

Position Statistics

Total Positions 22
New Positions 6
Increased Positions 13
Decreased Positions 9
Positions with Activity 22
Sold Out Positions 7
Total Mkt Value (in $ millions) 99

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

Sector Weighting

Basic Materials 0.28%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 2.61%
Financial
Healthcare 1.56%
Services 53.34%
Technology 21.6%
Transportation 5.61%
Utilities

22 Positions as of 03/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ADVANCED EMISSIONS SOLUTS INC COM -667 Sold Out 0
AVAGO TECHNOLOGIES LTD SHS -3,682 Sold Out 0
COMMONWEALTH REIT COM SH BEN INT 4,455 811 22.25 164,820
CONSTELLIUM NV CL A 14,858 -3,559 (19.32) 463,459
ENDO INTL PLC SHS -2,260 Sold Out 0
FAIR ISAAC CORP COM 7,439 7,439 New 118,000
FLOTEK INDS INC DEL COM 2,580 -3,856 (59.91) 80,300
HCA HOLDINGS INC COM -3,477 Sold Out 0
MENS WEARHOUSE INC COM 17,566 13,811 367.85 302,700
MICRON TECHNOLOGY INC COM -2,661 Sold Out 0
QUALITY DISTR INC FLA COM 5,551 5,551 New 360,000
REALOGY HLDGS CORP COM 5,458 621 12.83 140,700
RIGNET INC COM -2,577 Sold Out 0
RYMAN HOSPITALITY PPTYS INC COM 15,574 2,695 20.92 312,096
SUSSER HLDGS CORP COM -5,563 Sold Out 0
TOWERS WATSON & CO CL A 7,637 5,197 213.04 72,000
TRULIA INC COM 812 812 New 20,000
ULTRATECH INC COM 13,468 8,555 174.14 566,100
VERSO PAPER CORP COM 277 277 New 105,000
VIVUS INC COM 1,539 144 10.31 320,000