HoldingsChannel.com
Beaconlight Capital LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
STARS GROUP INC 2,044,786 -513,291 $41,755
     TSG2,044,786-513,291$41,755
CROWN HLDGS INC 563,754 +268,447 $32,720
     CCK563,754+268,447$32,720
DOLBY LABORATORIES INC 576,053 +98,858 $31,228
     DLB576,053+98,858$31,228
COHERENT INC 216,724 +25,635 $23,062
     COHR216,724+25,635$23,062
HAEMONETICS CORP 223,613 +223,613 $22,285
     HAE223,613+223,613$22,285
BUILDERS FIRSTSOURCE INC 1,807,738 +921,532 $22,109
     BLDR1,807,738+921,532$22,109
PINTEREST INC 1,027,660 +863,443 $15,867
     PINS1,027,660+863,443$15,867
MASONITE INTL CORP NEW      $13,460
     DOOR250,951+150,983$11,908
     Call32,700+32,700$1,552
JELD WEN HLDG INC      $12,224
     JELD939,130+618,363$9,138
     Call317,200+317,200$3,086
CONSTELLIUM SE      $10,474
     CSTM1,792,291+667,102$9,338
     Call218,000+218,000$1,136
GAMING & LEISURE PPTYS INC 368,200 +368,200 $10,203
     GLPI368,200+368,200$10,203
AVAYA HLDGS CORP      $9,908
     AVYA1,051,327+1,007,227$8,505
     Call173,400+173,400$1,403
SEA LTD 183,098 -67,797 $8,113
     SE183,098-67,797$8,113
OLIN CORP      $7,792
     Call405,200+405,200$4,729
     OLN262,494-456,979$3,063
EXPEDIA GROUP INC 131,472 +117,072 $7,398
     EXPE131,472+117,072$7,398
ANTHEM INC 32,400 +32,400 $7,356
     ANTM32,400+32,400$7,356
GENERAC HLDGS INC 74,352 -103,958 $6,927
     GNRC74,352-103,958$6,927
MKS INSTRS INC 75,888 -28,128 $6,181
     MKSI75,888-28,128$6,181
AVANTOR INC 431,099 -297,082 $5,384
     AVTR431,099-297,082$5,384
PAPA JOHNS INTL INC      $4,371
     Call81,900+81,900$4,371
RESIDEO TECHNOLOGIES INC 861,898 +861,898 $4,172
     REZI861,898+861,898$4,172
UNIVERSAL DISPLAY CORP 24,900 +24,900 $3,281
     OLED24,900+24,900$3,281
CAREDX INC 138,332 +62,316 $3,020
     CDNA138,332+62,316$3,020
MICRON TECHNOLOGY INC 69,768 -37,832 $2,934
     MU69,768-37,832$2,934
TEMPUR SEALY INTL INC 55,795 +55,795 $2,439
     TPX55,795+55,795$2,439
ARAMARK 113,400 +113,400 $2,265
     ARMK113,400+113,400$2,265
CHENIERE ENERGY INC 51,400 +51,400 $1,722
     LNG51,400+51,400$1,722
US FOODS HLDG CORP 92,300 +92,300 $1,635
     USFD92,300+92,300$1,635
MOSAIC CO NEW 135,300 +135,300 $1,464
     MOS135,300+135,300$1,464
ADIENT PLC 100,800 +100,800 $914
     ADNT100,800+100,800$914
PENN NATL GAMING INC 57,608 +57,608 $729
     PENN57,608+57,608$729
SELECT SECTOR SPDR TR (XLU)      $-2,050
     Put37,000-898,400$2,050
AMERICAN WTR WKS CO INC NEW      $-2,212
     Put18,500+18,500$2,212

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 03/31/2020: $376,106
At 12/31/2019: $473,420

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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