BRONSON POINT MANAGEMENT LLC Information

1960 BRONSON ROAD, FAIRFIELD, Connecticut, 06824, (203) 292-2800

Report Date: 03/31/2015

Position Statistics

Total Positions 73
New Positions 19
Increased Positions 34
Decreased Positions 39
Positions with Activity 73
Sold Out Positions 21
Total Mkt Value (in $ millions) 959

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

Sector Weighting

Basic Materials 9.15%
Capital Goods 5.01%
Conglomerates
Consumer Cyclical 7.34%
Consumer/Non-Cyclical 13.06%
Energy 0%
Financial 11.26%
Healthcare
Services 38.37%
Technology 3.08%
Transportation
Utilities 0%

19 New Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
COMCAST CORP NEW CL A 27,242 27,242 New 436,500
AMAZON COM INC COM 21,929 21,929 New 40,900
SIGNET JEWELERS LIMITED SHS 16,971 16,971 New 140,000
LIONS GATE ENTMNT CORP COM NEW 16,405 16,405 New 418,700
ULTA SALON COSMETCS & FRAG INC COM 15,806 15,806 New 95,200
MOHAWK INDS INC COM 9,676 9,676 New 48,000
AXIALL CORP COM 8,991 8,991 New 305,500
TENNECO INC COM 8,821 8,821 New 177,100
WESTLAKE CHEM CORP COM 7,103 7,103 New 113,700
DOW CHEM CO COM 6,692 6,692 New 142,200
MOSAIC CO NEW COM 6,656 6,656 New 155,000
STEEL DYNAMICS INC COM 6,596 6,596 New 329,300
PINNACLE FOODS INC DEL COM 5,318 5,318 New 118,300
MCDONALDS CORP COM 4,903 4,903 New 49,100
YUM BRANDS INC COM 4,783 4,783 New 54,500
HASBRO INC COM 4,291 4,291 New 54,500
CABLEVISION SYS CORP CL A NY CABLVS 3,849 3,849 New 136,400
BEMIS INC COM 2,536 2,536 New 56,900
TRONOX LTD SHS CL A 937 937 New 85,300