0000919574-24-002896.txt : 20240514 0000919574-24-002896.hdr.sgml : 20240514 20240514102942 ACCESSION NUMBER: 0000919574-24-002896 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240514 DATE AS OF CHANGE: 20240514 EFFECTIVENESS DATE: 20240514 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: 24941937 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 03-31-2024 03-31-2024 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 05-14-2024 0 34 250674004 INFORMATION TABLE 2 infotable.xml ALCOA CORP COM 013872106 2082951 61644 SH SOLE 0 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 1883729 126340 SH SOLE 0 0 0 CENOVUS ENERGY INC COM 15135U109 12268263 613720 SH SOLE 0 0 0 CHENIERE ENERGY INC COM NEW 16411R208 11913431 73868 SH SOLE 0 0 0 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 21252764 325314 SH SOLE 0 0 0 CONSTELLIUM SE CL A SHS F21107101 27235209 1231805 SH SOLE 0 0 0 DIGIMARC CORP NEW COM 25381B101 21146502 778017 SH SOLE 0 0 0 FLOWSERVE CORP COM 34354P105 5580863 122173 SH SOLE 0 0 0 FREEPORT-MCMORAN INC CL B 35671D857 7729242 164382 SH SOLE 0 0 0 GENERAL MTRS CO COM 37045V100 16904983 372767 SH SOLE 0 0 0 GEO GROUP INC NEW COM 36162J106 5754267 407526 SH SOLE 0 0 0 GULFPORT ENERGY CORP COMMON SHARES 402635502 2309411 14423 SH SOLE 0 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 4262496 9600 SH Put SOLE 0 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 5772130 13000 SH Put SOLE 0 0 0 JELD-WEN HLDG INC COM 47580P103 11770740 554439 SH SOLE 0 0 0 NATERA INC COM 632307104 6849165 74887 SH SOLE 0 0 0 OLIN CORP COM PAR $1 680665205 3798833 64606 SH SOLE 0 0 0 QUANTA SVCS INC COM 74762E102 1994225 7676 SH SOLE 0 0 0 RESIDEO TECHNOLOGIES INC COM 76118Y104 2156804 96200 SH Call SOLE 0 0 0 RESIDEO TECHNOLOGIES INC COM 76118Y104 14867621 663141 SH SOLE 0 0 0 SABRE CORP COM 78573M104 4997576 2065114 SH SOLE 0 0 0 SMARTRENT INC COM CL A 83193G107 1963794 732759 SH SOLE 0 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 4289174 8200 SH Put SOLE 0 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 7532208 14400 SH Put SOLE 0 0 0 SUPER MICRO COMPUTER INC COM 86800U104 1616048 1600 SH Put SOLE 0 0 0 SUPER MICRO COMPUTER INC COM 86800U104 1010030 1000 SH Put SOLE 0 0 0 TANDEM DIABETES CARE INC COM NEW 875372203 8752856 247186 SH SOLE 0 0 0 TECK RESOURCES LTD CL B 878742204 1442619 31512 SH SOLE 0 0 0 VALVOLINE INC COM 92047W101 4981901 111777 SH SOLE 0 0 0 VESTIS CORPORATION COM SHS 29430C102 4753100 246658 SH SOLE 0 0 0 VICOR CORP COM 925815102 3803274 99458 SH SOLE 0 0 0 VICOR CORP COM 925815102 1154848 30200 SH Call SOLE 0 0 0 VISTRA CORP COM 92840M102 4541459 65204 SH SOLE 0 0 0 WESTERN DIGITAL CORP. COM 958102105 12301488 180268 SH SOLE 0 0 0