HoldingsChannel.com
Beaconlight Capital LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
BUILDERS FIRSTSOURCE INC 1,237,898 -569,840 $25,624
     BLDR1,237,898-569,840$25,624
MASONITE INTL CORP NEW      $22,593
     DOOR266,873+15,922$20,757
     Call236-32,464$1,836
PINTEREST INC 918,807 -108,853 $20,370
     PINS918,807-108,853$20,370
CROWN HLDGS INC 297,886 -265,868 $19,401
     CCK297,886-265,868$19,401
RESIDEO TECHNOLOGIES INC      $18,019
     REZI1,472,521+610,623$17,258
     Call649+649$761
GENERAC HLDGS INC 141,916 +67,564 $17,304
     GNRC141,916+67,564$17,304
JELD WEN HLDG INC 1,053,480 -202,850 $16,972
     JELD1,053,480+114,350$16,972
DOLBY LABORATORIES INC 232,399 -343,654 $15,308
     DLB232,399-343,654$15,308
COHERENT INC 100,135 -116,589 $13,116
     COHR100,135-116,589$13,116
AVAYA HLDGS CORP      $11,790
     AVYA781,458-269,869$9,659
     Call1,724-171,676$2,131
CONSTELLIUM SE      $11,376
     CSTM1,257,311-534,980$9,656
     Call2,239-215,761$1,720
MKS INSTRS INC 99,643 +23,755 $11,284
     MKSI99,643+23,755$11,284
CHENIERE ENERGY INC 219,148 +167,748 $10,589
     LNG219,148+167,748$10,589
LIVEPERSON INC 214,366 +214,366 $8,881
     LPSN214,366+214,366$8,881
HAEMONETICS CORP 95,033 -128,580 $8,511
     HAE95,033-128,580$8,511
ALIBABA GROUP HLDG LTD 38,650 +38,650 $8,337
     BABA38,650+38,650$8,337
MICRON TECHNOLOGY INC 116,700 +46,932 $6,012
     MU116,700+46,932$6,012
AVANTOR INC 335,482 -95,617 $5,703
     AVTR335,482-95,617$5,703
TYSON FOODS INC      $5,469
     Call916+916$5,469
PURPLE INNOVATION INC 271,500 +271,500 $4,887
     PRPL271,500+271,500$4,887
FACEBOOK INC 20,348 +20,348 $4,620
     FB20,348+20,348$4,620
CAREDX INC 125,403 -12,929 $4,443
     CDNA125,403-12,929$4,443
ABM INDS INC 113,719 +113,719 $4,128
     ABM113,719+113,719$4,128
ADIENT PLC 81,318 -19,482 $1,335
     ADNT81,318-19,482$1,335
CLOUDERA INC 100,209 +100,209 $1,275
     CLDR100,209+100,209$1,275
CENTENNIAL RESOURCE DEV INC 399,472 +399,472 $356
     CDEV399,472+399,472$356
SPDR S&P 500 ETF TR (SPY)      $-1,943
     Put63+63$1,943
AMERICAN WTR WKS CO INC NEW      $-4,348
     Put338-18,162$4,348
TIFFANY & CO NEW      $-5,463
     Put448+448$5,463

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 06/30/2020: $299,669
At 03/31/2020: $376,106

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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