Beaconlight Capital as of Dec. 31, 2013
Portfolio Holdings for Beaconlight Capital
Beaconlight Capital holds 17 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Constellium Holdco B V cl a | 17.4 | $13M | 575k | 23.27 | |
| Ryman Hospitality Pptys (RHP) | 14.0 | $11M | 258k | 41.78 | |
| Jos. A. Bank Clothiers | 8.2 | $6.3M | 115k | 54.77 | |
| Realogy Hldgs (HOUS) | 8.0 | $6.2M | 125k | 49.47 | |
| Ultratech | 7.8 | $6.0M | 207k | 29.00 | |
| Susser Holdings Corporation | 5.8 | $4.5M | 69k | 65.49 | |
| Vivus | 5.3 | $4.1M | 450k | 9.08 | |
| Flotek Industries | 5.2 | $4.0M | 200k | 20.07 | |
| Men's Wearhouse | 4.3 | $3.3M | 65k | 51.08 | |
| CommonWealth REIT | 4.1 | $3.1M | 135k | 23.31 | |
| Towers Watson & Co | 3.8 | $2.9M | 23k | 127.61 | |
| Hca Holdings (HCA) | 3.5 | $2.7M | 56k | 47.71 | |
| Avago Technologies | 3.4 | $2.6M | 50k | 52.88 | |
| RigNet | 3.0 | $2.3M | 47k | 47.94 | |
| Endo Pharmaceuticals | 2.8 | $2.2M | 32k | 67.48 | |
| Micron Technology (MU) | 2.2 | $1.7M | 79k | 21.75 | |
| Advanced Emissions (ARQ) | 1.1 | $868k | 16k | 54.25 |
