BeaconLight Capital

Beaconlight Capital as of Dec. 31, 2017

Portfolio Holdings for Beaconlight Capital

Beaconlight Capital holds 21 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Stars Group 20.4 $56M 2.4M 23.30
Builders FirstSource (BLDR) 13.0 $35M 1.6M 21.79
Wpx Energy 12.3 $34M 2.4M 14.07
Spdr S&p 500 Etf (SPY) 11.0 $30M 112k 266.86
Gardner Denver Hldgs 6.3 $17M 507k 33.93
Simpson Manufacturing (SSD) 4.9 $13M 231k 57.41
Bio-Rad Laboratories (BIO) 4.6 $13M 53k 238.68
Lpl Financial Holdings (LPLA) 4.0 $11M 190k 57.14
Anadarko Petroleum Corporation 3.1 $8.3M 155k 53.64
Devon Energy Corporation (DVN) 3.0 $8.3M 201k 41.40
Rent-A-Center (UPBD) 2.5 $6.9M 624k 11.10
Fanhua Inc -ads american depository receipt (FANH) 2.1 $5.9M 271k 21.62
Haemonetics Corporation (HAE) 2.0 $5.4M 92k 58.08
Kinder Morgan (KMI) 1.7 $4.6M 255k 18.07
Walt Disney Company (DIS) 1.6 $4.5M 42k 107.50
Hostess Brands 1.6 $4.4M 294k 14.81
Rsp Permian 1.6 $4.2M 104k 40.68
Anthem (ELV) 1.4 $3.9M 18k 224.98
Ypf Sa (YPF) 1.3 $3.6M 157k 22.91
Wells Fargo & Company (WFC) 0.8 $2.2M 36k 60.66
Verisign (VRSN) 0.7 $1.8M 16k 114.46