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) 8,667

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

Sector Weighting

Basic Materials 7.2%
Capital Goods 5.67%
Conglomerates 0.78%
Consumer Cyclical 0.82%
Consumer/Non-Cyclical 0.82%
Energy 9.43%
Financial 11.67%
Healthcare 17.2%
Services 27.41%
Technology 9.61%
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 449,443 -88,056 (16.38) 5,698,528
WALGREENS BOOTS ALLIANCE INC COM 366,612 -105,448 (22.34) 4,850,000
GAP INC DEL COM 232,311 -18,357 (7.32) 5,505,000
LIBERTY GLOBAL PLC SHS CL C 230,534 -27,792 (10.76) 5,060,000
GOOGLE INC CL C 212,740 -34,557 (13.97) 394,000
AMAZON COM INC COM 210,863 -42,173 (16.67) 675,000
CHENIERE ENERGY INC COM NEW 165,688 -126,360 (43.27) 2,275,000
COLFAX CORP COM 160,518 -82,636 (33.99) 3,545,000
AVIS BUDGET GROUP COM 142,566 -267,943 (65.27) 2,326,850
HOLLYFRONTIER CORP COM 56,307 -47,997 (46.02) 1,660,000
BLACKBERRY LTD COM -12,552 Sold Out 0
CITIGROUP INC COM NEW -88,002 Sold Out 0
NU SKIN ENTERPRISES INC CL A -11,693 Sold Out 0
SALLY BEAUTY HLDGS INC COM -165,150 Sold Out 0
ZULILY INC CL A -2,684 Sold Out 0