HoldingsChannel.com
Beaconlight Capital LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
STARS GROUP INC      $55,517
     TSG3,122,577+465,951$46,776
     Call583,500+464,900$8,741
BUILDERS FIRSTSOURCE INC 1,966,725 -388,996 $40,465
     BLDR1,966,725-388,996$40,465
DOLBY LABORATORIES INC      $35,573
     DLB463,523+143,800$29,962
     Call86,800-18,300$5,611
FORTUNE BRANDS HOME & SEC IN 426,682 -24,092 $23,340
     FBHS426,682+24,808$23,340
COHERENT INC 148,140 +21,272 $22,772
     COHR148,140+21,272$22,772
OLIN CORP 1,128,369 -163,849 $21,123
     OLN1,128,369+191,951$21,123
HASBRO INC 160,473 +26,289 $19,046
     HAS160,473+26,289$19,046
DISNEY WALT CO 92,830 +45,330 $12,099
     DIS92,830+45,330$12,099
WPX ENERGY INC 951,872 -644,538 $10,080
     WPX951,872-644,538$10,080
EVERTEC INC 313,546 +58,933 $9,789
     EVTC313,546+58,933$9,789
SELECT SECTOR SPDR TR (XLF)      $9,363
     Call334,400+334,400$9,363
AGILENT TECHNOLOGIES INC      $8,634
     A66,066-209,897$5,063
     Call46,600-57,700$3,571
SEA LTD 268,347 -581,378 $8,305
     SE268,347-581,378$8,305
KAR AUCTION SVCS INC 330,965 -41,601 $8,125
     KAR330,965-41,601$8,125
SPDR SERIES TRUST (XOP)      $7,607
     Call340,200-798,300$7,607
MKS INSTRUMENT INC 61,230 +61,230 $5,650
     MKSI61,230+61,230$5,650
IAA INC 118,646 +91,346 $4,950
     IAA118,646+91,346$4,950
TYSON FOODS INC 49,473 +49,473 $4,261
     TSN49,473+49,473$4,261
NVIDIA CORP 20,700 +20,700 $3,603
     NVDA20,700+20,700$3,603
MICRON TECHNOLOGY INC 81,900 +81,900 $3,509
     MU81,900+81,900$3,509
STONECO LTD      $2,362
     Call67,900+67,900$2,362
PINTEREST INC 46,347 +46,347 $1,226
     PINS46,347+46,347$1,226
UPWORK INC 86,672 +86,672 $1,153
     UPWK86,672+86,672$1,153
ADIENT PLC 34,291 +34,291 $787
     ADNT34,291+34,291$787
CENTENNIAL RESOURCE DEV INC 163,667 +163,667 $739
     CDEV163,667+163,667$739
WHITING PETE CORP NEW 86,624 -131,176 $696
     WLL86,624-131,176$696
CONSTELLIUM SE 53,441 +53,441 $679
     CSTM53,441+53,441$679
PAPA JOHNS INTL INC 10,300 +10,300 $539
     PZZA10,300+10,300$539
CAREDX INC 22,300 +22,300 $504
     CDNA22,300+22,300$504
AMERICAN WTR WKS CO INC NEW      $-3,541
     Put28,500+28,500$3,541
INTELSAT S A      $-5,750
     Put252,200+252,200$5,750
SPDR S&P 500 ETF TR (SPY)      $-11,010
     Put37,100-8,600$11,010
ISHARES TR (TLT)      $-19,788
     Put138,300+138,300$19,788

See Full List: All Stocks Held By Beaconlight Capital LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Beaconlight Capital LLC

Size ($ in 1000's)
At 09/30/2019: $401,902
At 06/30/2019: $382,836

Beaconlight Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Beaconlight Capital LLC 13F filings. Link to 13F filings: SEC filings

Beaconlight Capital LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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