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BIRCH RUN CAPITAL, LLC Information

1350 BROADWAY SUITE 2412, NEW YORK, New York, 10018, (212) 433-1980

Report Date: 03/31/2013

Position Statistics:

Total Positions 18
New Positions 3
Increased Positions 4
Decreased Positions 2
Positions with Activity 6
Sold Out Positions 0
Total Mkt Value
(in $ millions)		 349

Sector Weighting

Basic Materials 0.74%
Capital Goods 4.54%
Conglomerates
Consumer Cyclical 7.02%
Consumer/Non-Cyclical 0.44%
Energy 13.64%
Financial 4.83%
Healthcare
Services 68.17%
Technology 0.63%
Transportation
Utilities

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

18 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
REGIS CORP MINN COM 157,905 New 8,494,082
WALTER INVT MGMT CORP COM 55,784 51,091 1,088.45 1,387,671
EPL OIL & GAS INC COM 47,579 New 1,466,228
QUIKSILVER INC COM 24,478 -150 (0.61) 3,106,395
BLACKROCK INC COM 14,585 New 50,000
CHATHAM LODGING TR COM 8,946 New 456,902
EMCOR GROUP INC COM 8,168 New 200,000
STARWOOD PPTY TR INC COM 8,112 -17,749 (68.63) 300,000
EAGLE MATERIALS INC COM 7,665 New 100,000
RENT A CTR INC NEW COM 3,889 3,889 New 110,000
WAUSAU PAPER CORP COM 2,588 2,588 New 234,853
MTS SYS CORP COM 2,189 2,189 New 37,000
CIT GROUP INC COM NEW 1,749 New 39,000
STAPLES INC COM 1,534 New 104,000
SEARS HOMETOWN & OUTLET STORES COM 1,263 New 27,398
ZIPREALTY INC COM 1,016 New 338,661
RETAIL OPPORTUNITY INVTS CORP COM 849 New 53,935
NORTHEAST BANCORP COM NEW 497 New 49,980

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