BOYLE CAPITAL MANAGEMENT, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 25
New Positions 0
Increased Positions 11
Decreased Positions 12
Positions with Activity 23
Sold Out Positions 4
Total Mkt Value (in $ millions) 110

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

Sector Weighting

Basic Materials 8.05%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 12.83%
Financial 67.47%
Healthcare
Services 0.71%
Technology 10.94%
Transportation
Utilities

25 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BANK AMER CORP COM 39,658 3,438 9.49 2,205,688
AMERICAN INTL GROUP INC COM NEW 20,035 118 .59 355,987
APPLE INC COM 8,963 -5,077 (36.16) 80,022
AMERICAN INTL GROUP INC WT EXP 011921 7,686 -60 (0.77) 311,696
LEUCADIA NATL CORP COM 6,165 3,302 115.35 274,746
BANK AMER CORP WT EXP 011619 4,728 40 .86 677,378
CHESAPEAKE ENERGY CORP COM 4,121 3 .07 207,695
EXCO RESOURCES INC COM 3,697 528 16.66 1,553,177
SANDRIDGE ENERGY INC COM 3,175 661 26.29 1,571,856
ENCANA CORP COM 2,371 116 5.13 172,662
CISCO SYS INC COM 2,173 -1,379 (38.83) 76,795
CITIGROUP INC COM NEW 1,515 147 10.75 27,780
NOVAGOLD RES INC COM NEW 1,370 -155 (10.15) 485,924
BARRICK GOLD CORP COM 1,340 -86 (6.06) 129,981
INTERNATIONAL BUSINESS MACHS COM 929 -6 (0.61) 5,743
WELLS FARGO & CO NEW COM 790 New 14,274
WPX ENERGY INC COM 521 -33 (5.9) 45,172
SEARS HLDGS CORP COM 300 -12 (3.77) 9,220
FOREST OIL CORP COM PAR $0.01 269 74 38.03 1,220,552
AT&T INC COM 241 New 7,108