0000919574-23-001561.txt : 20230214 0000919574-23-001561.hdr.sgml : 20230214 20230214140902 ACCESSION NUMBER: 0000919574-23-001561 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BEACONLIGHT CAPITAL, LLC CENTRAL INDEX KEY: 0001569537 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: 23626919 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 12-31-2022 12-31-2022 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 02-14-2023 0 37 178075184 INFORMATION TABLE 2 infotable.xml ADIENT PLC ORD SHS G0084W101 3846878 110893 SH SOLE 110893 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 2870215 148485 SH SOLE 148485 0 0 AVANTOR INC COM 05352A100 1442366 68391 SH SOLE 68391 0 0 AZENTA INC COM 114340102 388036 6665 SH SOLE 6665 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 2537976 39118 SH SOLE 39118 0 0 BWX TECHNOLOGIES INC COM 05605H100 1402690 24151 SH SOLE 24151 0 0 CENOVUS ENERGY INC COM 15135U109 15558959 801595 SH SOLE 801595 0 0 CENOVUS ENERGY INC COM 15135U109 1092783 563 SH Call SOLE 563 0 0 CHENIERE ENERGY INC COM NEW 16411R208 16350589 109033 SH SOLE 109033 0 0 CHENIERE ENERGY INC COM NEW 16411R208 1994468 133 SH Call SOLE 133 0 0 CHESAPEAKE ENERGY CORP COM 165167735 3724690 39469 SH SOLE 39469 0 0 CONSTELLIUM SE CL A SHS F21107101 8494733 718067 SH SOLE 718067 0 0 CROWN HLDGS INC COM 228368106 1540122 18734 SH SOLE 18734 0 0 DIGIMARC CORP NEW COM 25381B101 517720 280 SH Call SOLE 280 0 0 DIGIMARC CORP NEW COM 25381B101 9771077 528452 SH SOLE 528452 0 0 EQT CORP COM 26884L109 4064066 120132 SH SOLE 120132 0 0 GENERAL MTRS CO COM 37045V100 1682000 500 SH Call SOLE 500 0 0 GENERAL MTRS CO COM 37045V100 9053500 269129 SH SOLE 269129 0 0 GLOBAL BUSINESS TRAVEL GROUP COM CL A 37890B100 1307759 193742 SH SOLE 193742 0 0 GULFPORT ENERGY CORP COMMON SHARES 402635502 4240780 57588 SH SOLE 57588 0 0 KBR INC COM 48242W106 1471642 27872 SH SOLE 27872 0 0 MAXAR TECHNOLOGIES INC COM 57778K105 4681125 90474 SH SOLE 90474 0 0 NATERA INC COM 632307104 5297981 131889 SH SOLE 131889 0 0 OLIN CORP COM PAR $1 680665205 3071314 58015 SH SOLE 58015 0 0 OVINTIV INC COM 69047Q102 816431 161 SH Call SOLE 161 0 0 PINTEREST INC CL A 72352L106 4194686 172763 SH SOLE 172763 0 0 QUANTA SVCS INC COM 74762E102 2848290 19988 SH SOLE 19988 0 0 RESIDEO TECHNOLOGIES INC COM 76118Y104 9221245 560562 SH SOLE 560562 0 0 SABRE CORP COM 78573M104 14215465 2300237 SH SOLE 2300237 0 0 SIX FLAGS ENTMT CORP NEW COM 83001A102 1461402 62856 SH SOLE 62856 0 0 SMARTRENT INC COM CL A 83193G107 1582350 651173 SH SOLE 651173 0 0 SOTERA HEALTH CO COM 83601L102 2015968 242013 SH SOLE 242013 0 0 TECHNIPFMC PLC COM G87110105 6841991 561279 SH SOLE 561279 0 0 TESLA INC COM 88160R101 1047030 85 SH Put SOLE 85 0 0 TRANSUNION COM 89400J107 2041127 35967 SH SOLE 35967 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 10834852 793181 SH SOLE 793181 0 0 VICOR CORP COM 925815102 14550878 270714 SH SOLE 270714 0 0