0000919574-23-006391.txt : 20231114 0000919574-23-006391.hdr.sgml : 20231114 20231114153627 ACCESSION NUMBER: 0000919574-23-006391 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 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: 231405275 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 09-30-2023 09-30-2023 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 11-14-2023 0 31 231272801 INFORMATION TABLE 2 infotable.xml CENOVUS ENERGY INC COM 15135U109 16148492 775624 SH SOLE 775624 0 0 CHENIERE ENERGY INC COM NEW 16411R208 17413021 104923 SH SOLE 104923 0 0 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 18576004 300097 SH SOLE 300097 0 0 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 2346010 37900 SH Call SOLE 37900 0 0 CONSTELLIUM SE CL A SHS F21107101 14765369 811284 SH SOLE 811284 0 0 DIGIMARC CORP NEW COM 25381B101 16984407 522758 SH SOLE 522758 0 0 EQT CORP COM 26884L109 3512402 86555 SH SOLE 86555 0 0 EQUITRANS MIDSTREAM CORP COM 294600101 3525997 376307 SH SOLE 376307 0 0 FEDEX CORP COM 31428X106 3434158 12963 SH SOLE 12963 0 0 FLOWSERVE CORP COM 34354P105 7962352 200210 SH SOLE 200210 0 0 FREEPORT-MCMORAN INC CL B 35671D857 5094075 136607 SH SOLE 136607 0 0 GENERAL MTRS CO COM 37045V100 6784237 205770 SH SOLE 205770 0 0 GENERAL MTRS CO COM 37045V100 18832464 571200 SH Call SOLE 571200 0 0 GLOBAL BUSINESS TRAVEL GROUP COM CL A 37890B100 691284 125688 SH SOLE 125688 0 0 GREEN PLAINS INC COM 393222104 237700 7897 SH SOLE 7897 0 0 GULFPORT ENERGY CORP COMMON SHARES 402635502 4466718 37643 SH SOLE 37643 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 5266569 14700 SH Put SOLE 14700 0 0 JELD-WEN HLDG INC COM 47580P103 3418557 255880 SH SOLE 255880 0 0 KBR INC COM 48242W106 3444454 58440 SH SOLE 58440 0 0 MASONITE INTL CORP COM 575385109 3028158 32484 SH SOLE 32484 0 0 NATERA INC COM 632307104 11499026 259865 SH SOLE 259865 0 0 OLIN CORP COM PAR $1 680665205 5203218 104106 SH SOLE 104106 0 0 QUANTA SVCS INC COM 74762E102 933292 4989 SH SOLE 4989 0 0 RESIDEO TECHNOLOGIES INC COM 76118Y104 8969850 567712 SH SOLE 567712 0 0 SABRE CORP COM 78573M104 7989466 1779391 SH SOLE 1779391 0 0 SMARTRENT INC COM CL A 83193G107 1928367 738838 SH SOLE 738838 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 8207616 19200 SH Put SOLE 19200 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 2520160 16053 SH SOLE 16053 0 0 VICOR CORP COM 925815102 8776082 149025 SH SOLE 149025 0 0 VISTRA CORP COM 92840M102 10878362 327859 SH SOLE 327859 0 0 WESTERN DIGITAL CORP. COM 958102105 8434934 184855 SH SOLE 184855 0 0