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) 82

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

Sector Weighting

Basic Materials 4.74%
Capital Goods
Conglomerates
Consumer Cyclical 2.39%
Consumer/Non-Cyclical
Energy 1.15%
Financial
Healthcare 0%
Services 49.31%
Technology 27.22%
Transportation 6.15%
Utilities

19 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
RYMAN HOSPITALITY PPTYS INC COM -12,062 Sold Out 0
UBIQUITI NETWORKS INC COM -1,158 Sold Out 0
VIVUS INC COM -963 Sold Out 0
RENTECH INC COM 620 -528 (46.01) 485,924
RETAILMENOT INC COM SER 1 750 750 New 51,254
FLOTEK INDS INC DEL COM 943 New 50,300
NAVISTAR INTL CORP NEW COM 1,964 1,964 New 57,900
TOWERS WATSON & CO CL A 2,865 -236 (7.62) 24,500
HORSEHEAD HLDG CORP COM 3,275 3,275 New 220,108
TRINET GROUP INC COM 4,006 2,224 124.81 127,348
EQUITY COMWLTH COM SH BEN INT 4,283 -2,380 (35.72) 167,122
MICRON TECHNOLOGY INC COM 4,945 3,276 196.28 141,400
QUALITY DISTR INC FLA COM 5,049 437 9.49 496,960
FAIR ISAAC CORP COM 5,311 -1,879 (26.14) 73,299
CORPORATE EXECUTIVE BRD CO COM 5,773 5,773 New 79,304
REALOGY HLDGS CORP COM 6,390 -2,160 (25.26) 146,826
CONSTELLIUM NV CL A 6,676 683 11.39 408,551
ULTRATECH INC COM 12,096 -395 (3.16) 663,536
MENS WEARHOUSE INC COM 17,173 1,246 7.82 390,114