BRONSON POINT MANAGEMENT LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 103
New Positions 20
Increased Positions 45
Decreased Positions 58
Positions with Activity 103
Sold Out Positions 42
Total Mkt Value (in $ millions) 1,584

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

Sector Weighting

Basic Materials 6.94%
Capital Goods 8.98%
Conglomerates 0.99%
Consumer Cyclical 9.43%
Consumer/Non-Cyclical 5.18%
Energy 15.92%
Financial 8.41%
Healthcare 0%
Services 34.75%
Technology 7.32%
Transportation 0.98%
Utilities

20 New Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SIGNET JEWELERS LIMITED SHS 72,755 72,755 New 650,000
NATIONAL OILWELL VARCO INC COM 43,444 43,444 New 525,000
MOLSON COORS BREWING CO CL B 36,795 36,795 New 500,000
PARKER HANNIFIN CORP COM 28,207 28,207 New 229,288
T-MOBILE US INC COM 26,800 26,800 New 800,000
AMAZON COM INC COM 25,100 25,100 New 72,500
MEAD JOHNSON NUTRITION CO COM 23,148 23,148 New 250,000
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 19,985 19,985 New 614,181
KEYCORP NEW COM 19,130 19,130 New 1,350,000
NOKIA CORP SPONSORED ADR 17,555 17,555 New 2,350,100
ROCKWELL COLLINS INC COM 16,079 16,079 New 202,988
ROVI CORP COM 14,831 14,831 New 625,000
SMUCKER J M CO COM NEW 13,309 13,309 New 125,000
DANAHER CORP DEL COM 11,757 11,757 New 150,000
EQT CORP COM 10,190 10,190 New 100,000
SPRINT CORP COM SER 1 9,405 9,405 New 1,100,000
NATIONSTAR MTG HLDGS INC COM 7,600 7,600 New 224,800
NOW INC COM 4,556 4,556 New 131,250
LIONS GATE ENTMNT CORP COM NEW 3,573 3,573 New 125,000
SPRINGLEAF HLDGS INC COM 3,505 3,505 New 138,633

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