0000919574-23-004483.txt : 20230811 0000919574-23-004483.hdr.sgml : 20230811 20230811124337 ACCESSION NUMBER: 0000919574-23-004483 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230811 DATE AS OF CHANGE: 20230811 EFFECTIVENESS DATE: 20230811 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: 231162608 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 06-30-2023 06-30-2023 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 08-11-2023 0 30 217426605 INFORMATION TABLE 2 infotable.xml ADIENT PLC ORD SHS G0084W101 1285483 33546 SH SOLE 33546 0 0 CENOVUS ENERGY INC COM 15135U109 10571680 622596 SH SOLE 622596 0 0 CHENIERE ENERGY INC COM NEW 16411R208 16640759 109220 SH SOLE 109220 0 0 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 19520493 290095 SH SOLE 290095 0 0 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 2597394 386 SH Call SOLE 386 0 0 CONSTELLIUM SE CL A SHS F21107101 16367640 951607 SH SOLE 951607 0 0 DIGIMARC CORP NEW COM 25381B101 14169178 481290 SH SOLE 481290 0 0 EQT CORP COM 26884L109 4449238 108175 SH SOLE 108175 0 0 EQUITRANS MIDSTREAM CORP COM 294600101 732850 76658 SH SOLE 76658 0 0 FEDEX CORP COM 31428X106 5803091 23409 SH SOLE 23409 0 0 FLOWSERVE CORP COM 34354P105 9234970 248586 SH SOLE 248586 0 0 FREEPORT-MCMORAN INC CL B 35671D857 4470800 111770 SH SOLE 111770 0 0 GENERAL MTRS CO COM 37045V100 11746494 304629 SH SOLE 304629 0 0 GLOBAL BUSINESS TRAVEL GROUP COM CL A 37890B100 1221899 169004 SH SOLE 169004 0 0 GULFPORT ENERGY CORP COMMON SHARES 402635502 4119795 39210 SH SOLE 39210 0 0 INTEGER HLDGS CORP COM 45826H109 4156429 46907 SH SOLE 46907 0 0 JELD-WEN HLDG INC COM 47580P103 5389007 307241 SH SOLE 307241 0 0 KBR INC COM 48242W106 5763730 88591 SH SOLE 88591 0 0 MASONITE INTL CORP COM 575385109 7291474 71178 SH SOLE 71178 0 0 NATERA INC COM 632307104 9642320 198157 SH SOLE 198157 0 0 OLIN CORP COM PAR $1 680665205 1299242 25282 SH SOLE 25282 0 0 QUANTA SVCS INC COM 74762E102 2415549 12296 SH SOLE 12296 0 0 RESIDEO TECHNOLOGIES INC COM 76118Y104 13229389 749116 SH SOLE 749116 0 0 SABRE CORP COM 78573M104 4971551 1558480 SH SOLE 1558480 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 4937624 284 SH Put SOLE 284 0 0 SMARTRENT INC COM CL A 83193G107 3742098 977049 SH SOLE 977049 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 2568674 103701 SH SOLE 103701 0 0 VICOR CORP COM 925815102 3375000 625 SH Call SOLE 625 0 0 VICOR CORP COM 925815102 13049964 241666 SH SOLE 241666 0 0 VISTRA CORP COM 92840M102 12662790 482392 SH SOLE 482392 0 0