ARGA INVESTMENT MANAGEMENT, LP Information

1010 WASHINGTON BLVD, 6TH FL, STAMFORD, Connecticut, 06901, (203) 614-0800

Report Date: 03/31/2014

Position Statistics

Total Positions 47
New Positions 5
Increased Positions 12
Decreased Positions 22
Positions with Activity 34
Sold Out Positions 13
Total Mkt Value (in $ millions) 379

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.23%
Capital Goods 0%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 0%
Energy 71.5%
Financial 9.65%
Healthcare
Services 5.16%
Technology 12.97%
Transportation 0.45%
Utilities 0.04%

12 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INFOSYS LTD SPONSORED ADR 41,311 18,949 84.74 748,393
ENSCO PLC SHS CLASS A 22,288 6,502 41.19 418,558
GOLDMAN SACHS GROUP INC COM 3,993 1,508 60.70 22,767
COACH INC COM 3,787 790 26.34 109,350
SYMANTEC CORP COM 3,501 3,501 New 146,900
ABERCROMBIE & FITCH CO CL A 3,257 959 41.72 85,600
CITIGROUP INC COM NEW 3,046 1,756 136.15 60,881
EXPRESS INC COM 3,045 3,045 New 187,600
AMERICAN INTL GROUP INC COM NEW 2,481 2,481 New 45,800
C H ROBINSON WORLDWIDE INC COM NEW 1,688 1,688 New 25,500
GNC HLDGS INC COM CL A 1,561 1,561 New 46,800
BARCLAYS PLC ADR 501 7 1.36 33,645