BOYLE CAPITAL MANAGEMENT, LLC Information

2501 WESTOWN PARKWAY, WEST DES MOINES, Iowa, 50266-1427, (515) 457-3038

Report Date: 06/30/2014

Position Statistics

Total Positions 28
New Positions 3
Increased Positions 8
Decreased Positions 18
Positions with Activity 26
Sold Out Positions 3
Total Mkt Value (in $ millions) 125

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

Sector Weighting

Basic Materials 5.61%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 17.58%
Financial 56.98%
Healthcare
Services 0.61%
Technology 15.1%
Transportation
Utilities

28 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BANK AMER CORP COM 34,307 7,770 29.28 2,014,501
AMERICAN INTL GROUP INC COM NEW 19,439 -156 (0.8) 353,892
APPLE INC COM 12,667 -2,126 (14.37) 125,344
AMERICAN INTL GROUP INC WT EXP 011921 7,680 -99 (1.27) 314,113
SANDRIDGE ENERGY INC COM 5,651 -895 (13.68) 1,244,659
EXCO RESOURCES INC COM 5,352 1,520 39.67 1,331,338
BANK AMER CORP WT EXP 011619 5,138 -84 (1.6) 671,628
CHESAPEAKE ENERGY CORP COM 5,045 -263 (4.95) 207,545
SEVENTY SEVEN ENERGY INC COM 5,006 -261 (4.95) 207,545
ENCANA CORP COM 3,502 -175 (4.75) 164,244
LEUCADIA NATL CORP COM 3,193 2,067 183.41 127,581
CISCO SYS INC COM 3,135 -200 (5.99) 125,537
MBIA INC COM 2,643 -4,290 (61.88) 281,219
BARRICK GOLD CORP COM 2,132 76 3.71 138,358
INTEL CORP COM 1,975 -2,802 (58.66) 56,886
NOVAGOLD RES INC COM NEW 1,687 -10 (0.59) 540,816
CITIGROUP INC COM NEW 1,330 1,330 New 25,084
FOREST OIL CORP COM PAR $0.01 1,256 1,256 New 884,245
WPX ENERGY INC COM 1,188 -1,514 (56.05) 48,006
INTERNATIONAL BUSINESS MACHS COM 1,116 -123 (9.92) 5,778