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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)		 348

Sector Weighting

Basic Materials 0.69%
Capital Goods 4.56%
Conglomerates
Consumer Cyclical 6.85%
Consumer/Non-Cyclical 0.43%
Energy 13.7%
Financial 4.81%
Healthcare
Services 68.32%
Technology 0.62%
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
NORTHEAST BANCORP COM NEW 480 New 49,980
RETAIL OPPORTUNITY INVTS CORP COM 841 New 53,935
ZIPREALTY INC COM 1,080 New 338,661
SEARS HOMETOWN & OUTLET STORES COM 1,196 New 27,398
STAPLES INC COM 1,509 New 104,000
CIT GROUP INC COM NEW 1,734 New 39,000
MTS SYS CORP COM 2,170 2,170 New 37,000
WAUSAU PAPER CORP COM 2,417 2,417 New 234,853
RENT A CTR INC NEW COM 3,870 3,870 New 110,000
EAGLE MATERIALS INC COM 7,730 New 100,000
EMCOR GROUP INC COM 8,150 New 200,000
STARWOOD PPTY TR INC COM 8,223 -17,992 (68.63) 300,000
CHATHAM LODGING TR COM 8,709 New 456,902
BLACKROCK INC COM 14,548 New 50,000
QUIKSILVER INC COM 23,857 -146 (0.61) 3,106,395
EPL OIL & GAS INC COM 47,696 New 1,466,228
WALTER INVT MGMT CORP COM 55,687 51,002 1,088.45 1,387,671
REGIS CORP MINN COM 158,245 New 8,494,082