BLUE RIDGE CAPITAL, L.L.C. Information

660 MADISON AVENUE, NEW YORK, New York, 10065, (212) 446-6210

Report Date: 09/30/2014

Position Statistics

Total Positions 51
New Positions 2
Increased Positions 9
Decreased Positions 15
Positions with Activity 24
Sold Out Positions 5
Total Mkt Value (in $ millions) 8,854

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

Sector Weighting

Basic Materials 7.55%
Capital Goods 6.09%
Conglomerates 0.73%
Consumer Cyclical 0.82%
Consumer/Non-Cyclical 0.81%
Energy 9.28%
Financial 11.95%
Healthcare 15.72%
Services 27.52%
Technology 10.06%
Transportation
Utilities

15 DECREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ENDO INTL PLC SHS 408,926 -80,118 (16.38) 5,698,528
WALGREEN CO COM 371,074 -106,731 (22.34) 4,850,000
LIBERTY GLOBAL PLC SHS CL C 248,193 -29,921 (10.76) 5,060,000
GAP INC DEL COM 227,742 -17,996 (7.32) 5,505,000
GOOGLE INC CL C 209,052 -33,958 (13.97) 394,000
AMAZON COM INC COM 206,742 -41,348 (16.67) 675,000
COLFAX CORP COM 186,999 -96,269 (33.99) 3,545,000
CHENIERE ENERGY INC COM NEW 163,254 -124,504 (43.27) 2,275,000
AVIS BUDGET GROUP COM 150,035 -281,981 (65.27) 2,326,850
HOLLYFRONTIER CORP COM 62,466 -53,246 (46.02) 1,660,000
BLACKBERRY LTD COM -12,663 Sold Out 0
CITIGROUP INC COM NEW -98,500 Sold Out 0
NU SKIN ENTERPRISES INC CL A -12,235 Sold Out 0
SALLY BEAUTY HLDGS INC COM -168,060 Sold Out 0
ZULILY INC CL A -3,181 Sold Out 0