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) 112

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

Sector Weighting

Basic Materials 2.84%
Capital Goods
Conglomerates
Consumer Cyclical 1.64%
Consumer/Non-Cyclical
Energy 5.18%
Financial
Healthcare
Services 61.8%
Technology 23.23%
Transportation 4.61%
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 -8,142 Sold Out 0
FLOTEK INDS INC DEL COM -822 Sold Out 0
MICRON TECHNOLOGY INC COM -4,138 Sold Out 0
RENTECH INC COM -656 Sold Out 0
RETAILMENOT INC COM SER 1 -923 Sold Out 0
SABRE CORP COM 780 780 New 35,991
NAVISTAR INTL CORP NEW COM 1,839 175 10.55 64,007
HORSEHEAD HLDG CORP COM 3,185 405 14.56 252,164
QUALITY DISTR INC FLA COM 5,159 1 .02 497,060
SEMGROUP CORP CL A 5,795 5,795 New 72,138
CORPORATE EXECUTIVE BRD CO COM 5,935 -398 (6.29) 74,317
ULTRATECH INC COM 6,515 -5,721 (46.76) 353,294
EQUITY COMWLTH COM SH BEN INT 9,045 4,708 108.56 348,545
TRINET GROUP INC COM 9,159 4,838 111.98 269,948
REALOGY HLDGS CORP COM 9,275 2,459 36.08 199,800
TOWERS WATSON & CO CL A 11,677 8,459 262.86 88,900
FAIR ISAAC CORP COM 19,498 13,268 212.95 229,392
MENS WEARHOUSE INC COM 24,112 4,988 26.09 491,877