BEACONLIGHT CAPITAL, LLC: SXT position timeline

BEACONLIGHT CAPITAL, LLC held 221,811 SXT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 221,811 shares

   Change vs previous 13F +97,629 shares

   12.04% of the 13F portfolio, value $27,347,078.

   13F-HR 0000919574-26-005460 filed by BEACONLIGHT CAPITAL, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 124,182 shares

   Change vs previous 13F -13,851 shares

   6.05% of the 13F portfolio, value $10,734,292.

   13F-HR 0000919574-26-003095 filed by BEACONLIGHT CAPITAL, LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 138,033 shares

   Change vs previous 13F +23,802 shares

   7.57% of the 13F portfolio, value $12,968,200.

   13F-HR 0000919574-26-001169 filed by BEACONLIGHT CAPITAL, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 114,231 shares

   Change vs previous 13F -27,890 shares

   5.29% of the 13F portfolio, value $10,720,579.

   13F-HR 0000919574-25-006888 filed by BEACONLIGHT CAPITAL, LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 142,121 shares

   Change vs previous 13F not available

   8.19% of the 13F portfolio, value $14,001,761.

   13F-HR 0000919574-25-004668 filed by BEACONLIGHT CAPITAL, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).