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%

73 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
STEEL DYNAMICS INC COM 6,596 6,596 New 329,300
PAYPAL HLDGS INC COM 6,335 -11,482 (64.44) 163,700
TWITTER INC COM 6,062 2,099 52.97 195,500
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
EBAY INC COM 4,603 -8,343 (64.44) 163,700
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
LIBERTY GLOBAL PLC LILAC SHS CL C 511 -3,213 (86.29) 12,000
ADVANCE AUTO PARTS INC COM -8,920 Sold Out 0
ALIBABA GROUP HLDG LTD SPONSORED ADS -8,390 Sold Out 0
ANADARKO PETE CORP COM -3,807 Sold Out 0
AXALTA COATING SYS LTD COM -12,724 Sold Out 0
CHIPOTLE MEXICAN GRILL INC COM -11,282 Sold Out 0
COCA COLA ENTERPRISES INC NEW COM -9,148 Sold Out 0
CROWN CASTLE INTL CORP NEW COM -8,379 Sold Out 0
DANAHER CORP DEL COM -25,756 Sold Out 0