0000919574-23-003022.txt : 20230512 0000919574-23-003022.hdr.sgml : 20230512 20230512115739 ACCESSION NUMBER: 0000919574-23-003022 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230512 DATE AS OF CHANGE: 20230512 EFFECTIVENESS DATE: 20230512 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: 23914179 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 03-31-2023 03-31-2023 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 05-12-2023 0 26 189263472 INFORMATION TABLE 2 infotable.xml ADIENT PLC ORD SHS G0084W101 7331717 178997 SH SOLE 178997 0 0 BWX TECHNOLOGIES INC COM 05605H100 7131274 113123 SH SOLE 113123 0 0 CENOVUS ENERGY INC COM 15135U109 12750130 730248 SH SOLE 730248 0 0 CHENIERE ENERGY INC COM NEW 16411R208 23460966 148864 SH SOLE 148864 0 0 CONSTELLIUM SE CL A SHS F21107101 14118827 924007 SH SOLE 924007 0 0 DIGIMARC CORP NEW COM 25381B101 835125 425 SH Call SOLE 425 0 0 DIGIMARC CORP NEW COM 25381B101 11091836 564470 SH SOLE 564470 0 0 FEDEX CORP COM 31428X106 2698924 11812 SH SOLE 11812 0 0 FIRST CTZNS BANCSHARES INC N CL A 31946M103 1148258 1180 SH SOLE 1180 0 0 FLOWSERVE CORP COM 34354P105 8670136 255004 SH SOLE 255004 0 0 GENERAL MTRS CO COM 37045V100 13568189 369907 SH SOLE 369907 0 0 GENERAL MTRS CO COM 37045V100 1683612 459 SH Call SOLE 459 0 0 GLOBAL BUSINESS TRAVEL GROUP COM CL A 37890B100 1078761 162709 SH SOLE 162709 0 0 INTEGER HLDGS CORP COM 45826H109 4426878 57121 SH SOLE 57121 0 0 KBR INC COM 48242W106 4862346 88326 SH SOLE 88326 0 0 MASONITE INTL CORP COM 575385109 2784642 30678 SH SOLE 30678 0 0 NATERA INC COM 632307104 11357560 204567 SH SOLE 204567 0 0 OLIN CORP COM PAR $1 680665205 3764454 67828 SH SOLE 67828 0 0 PINTEREST INC CL A 72352L106 6775177 248448 SH SOLE 248448 0 0 QUANTA SVCS INC COM 74762E102 7058537 42358 SH SOLE 42358 0 0 RESIDEO TECHNOLOGIES INC COM 76118Y104 12533426 685636 SH SOLE 685636 0 0 SABRE CORP COM 78573M104 4672745 1089218 SH SOLE 1089218 0 0 SMARTRENT INC COM CL A 83193G107 1509669 592027 SH SOLE 592027 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 12991133 907836 SH SOLE 907836 0 0 VICOR CORP COM 925815102 9751926 207753 SH SOLE 207753 0 0 VISTRA CORP COM 92840M102 1207224 50301 SH SOLE 50301 0 0