BEACONLIGHT CAPITAL, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 19
New Positions 4
Increased Positions 9
Decreased Positions 9
Positions with Activity 18
Sold Out Positions 4
Total Mkt Value (in $ millions) 93

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

Sector Weighting

Basic Materials 1.8%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 1.44%
Financial
Healthcare 1.44%
Services 50.81%
Technology 27.43%
Transportation 6.86%
Utilities

19 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
TRULIA INC COM -1,112 Sold Out 0
VERSO PAPER CORP COM -329 Sold Out 0
WORLD WRESTLING ENTMT INC CL A -1,503 Sold Out 0
YOUKU TUDOU INC SPONSORED ADR -451 Sold Out 0
TOWERS WATSON & CO CL A 2,773 -4,754 (63.16) 26,522
UBIQUITI NETWORKS INC COM 1,561 1,561 New 37,163
MICRON TECHNOLOGY INC COM 1,510 1,510 New 47,725
FLOTEK INDS INC DEL COM 1,333 -795 (37.36) 50,300
TRINET GROUP INC COM 1,540 1,540 New 56,648
FAIR ISAAC CORP COM 5,753 -1,088 (15.9) 99,234
REALOGY HLDGS CORP COM 7,909 2,245 39.63 196,455
RYMAN HOSPITALITY PPTYS INC COM 10,566 -4,383 (29.32) 220,586
EQUITY COMWLTH COM SH BEN INT 6,677 2,444 57.75 259,997
VIVUS INC COM 1,331 New 320,000
MENS WEARHOUSE INC COM 17,671 2,887 19.53 361,814
CONSTELLIUM NV CL A 9,481 -2,499 (20.86) 366,774
QUALITY DISTR INC FLA COM 6,359 1,316 26.08 453,900
ULTRATECH INC COM 16,623 2,889 21.04 685,192
RENTECH INC COM 1,674 1,674 New 900,000