0000919574-24-001007.txt : 20240213 0000919574-24-001007.hdr.sgml : 20240213 20240213145822 ACCESSION NUMBER: 0000919574-24-001007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240213 DATE AS OF CHANGE: 20240213 EFFECTIVENESS DATE: 20240213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BEACONLIGHT CAPITAL, LLC CENTRAL INDEX KEY: 0001569537 ORGANIZATION NAME: IRS NUMBER: 270771768 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15209 FILM NUMBER: 24624985 BUSINESS ADDRESS: STREET 1: 350 MADISON AVENUE, 22ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 212-256-8816 MAIL ADDRESS: STREET 1: 350 MADISON AVENUE, 22ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001569537 XXXXXXXX 12-31-2023 12-31-2023 false BEACONLIGHT CAPITAL, LLC

350 Madison Avenue, 22nd Floor New York NY 10017

13F HOLDINGS REPORT 028-15209 000158390 801-73891 N Ed Bosek 212-612-3130 /s/ Ed Bosek NEW YORK NY 02-13-2024 0 32 246642670 INFORMATION TABLE 2 infotable.xml B. RILEY FINANCIAL INC COM 05580M108 747244 35600 SH Put SOLE 35600 0 0 CENOVUS ENERGY INC COM 15135U109 5686008 341502 SH SOLE 341502 0 0 CENOVUS ENERGY INC COM 15135U109 7201125 432500 SH Call SOLE 432500 0 0 CHENIERE ENERGY INC COM NEW 16411R208 13033367 76348 SH SOLE 76348 0 0 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 25956083 341258 SH SOLE 341258 0 0 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 4335420 57000 SH Call SOLE 57000 0 0 CONSTELLIUM SE CL A SHS F21107101 22152985 1109869 SH SOLE 1109869 0 0 DIGIMARC CORP NEW COM 25381B101 20868908 577766 SH SOLE 577766 0 0 EQT CORP COM 26884L109 1440820 37269 SH SOLE 37269 0 0 EQUITRANS MIDSTREAM CORP COM 294600101 2764949 271606 SH SOLE 271606 0 0 FLOWSERVE CORP COM 34354P105 7083946 171857 SH SOLE 171857 0 0 FREEPORT-MCMORAN INC CL B 35671D857 4361467 102454 SH SOLE 102454 0 0 GENERAL MTRS CO COM 37045V100 10374774 288830 SH SOLE 288830 0 0 GENERAL MTRS CO COM 37045V100 5043168 140400 SH Call SOLE 140400 0 0 GENIUS SPORTS LIMITED SHARES CL A G3934V109 2156221 348903 SH SOLE 348903 0 0 GULFPORT ENERGY CORP COMMON SHARES 402635502 3538058 26562 SH SOLE 26562 0 0 JELD-WEN HLDG INC COM 47580P103 9793641 518731 SH SOLE 518731 0 0 NATERA INC COM 632307104 12653343 202001 SH SOLE 202001 0 0 OLIN CORP COM PAR $1 680665205 2974803 55140 SH SOLE 55140 0 0 QUANTA SVCS INC COM 74762E102 1888466 8751 SH SOLE 8751 0 0 RESIDEO TECHNOLOGIES INC COM 76118Y104 13565287 720791 SH SOLE 720791 0 0 RESIDEO TECHNOLOGIES INC COM 76118Y104 1829304 97200 SH Call SOLE 97200 0 0 SABRE CORP COM 78573M104 8778519 1995118 SH SOLE 1995118 0 0 SMARTRENT INC COM CL A 83193G107 4520842 1417192 SH SOLE 1417192 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 13546335 28500 SH Put SOLE 28500 0 0 TANDEM DIABETES CARE INC COM NEW 875372203 1961953 66327 SH SOLE 66327 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 1137997 5950 SH SOLE 5950 0 0 VESTIS CORPORATION COM SHS 29430C102 8725239 412736 SH SOLE 412736 0 0 VICOR CORP COM 925815102 4052195 90169 SH SOLE 90169 0 0 VICOR CORP COM 925815102 1977360 44000 SH Call SOLE 44000 0 0 VISTRA CORP COM 92840M102 10777203 279782 SH SOLE 279782 0 0 WESTERN DIGITAL CORP. COM 958102105 11715640 223709 SH SOLE 223709 0 0