BASSWOOD PARTNERS, L.L.C. Information

645 MADISON AVENUE, NEW YORK, New York, 10022, (212) 521-9500

Report Date: 06/30/2014

Position Statistics

Total Positions 181
New Positions 9
Increased Positions 75
Decreased Positions 67
Positions with Activity 142
Sold Out Positions 20
Total Mkt Value (in $ millions) 1,859

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

Sector Weighting

Basic Materials 1.52%
Capital Goods 2.7%
Conglomerates
Consumer Cyclical 3.73%
Consumer/Non-Cyclical 0.67%
Energy 0.44%
Financial 80.11%
Healthcare 0.08%
Services 1.71%
Technology 5.85%
Transportation
Utilities

9 New Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SQUARE 1 FINL INC CL A 22,546 22,546 New 1,235,419
HUNTINGTON BANCSHARES INC COM 18,065 18,065 New 1,938,355
STERLING BANCORP DEL COM 9,481 9,481 New 726,525
TCF FINL CORP COM 7,082 7,082 New 470,272
SERVISFIRST BANCSHARES INC COM 3,909 3,909 New 136,686
LYON WILLIAM HOMES CL A NEW 2,421 2,421 New 101,598
BUILDERS FIRSTSOURCE INC COM 1,930 1,930 New 351,624
NORCRAFT COS INC COM 1,223 1,223 New 75,424
XENITH BANKSHARES INC COM 369 369 New 57,629