BRONSON POINT MANAGEMENT LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 79
New Positions 20
Increased Positions 32
Decreased Positions 47
Positions with Activity 79
Sold Out Positions 27
Total Mkt Value (in $ millions) 1,259

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

Sector Weighting

Basic Materials 7.09%
Capital Goods 8.54%
Conglomerates
Consumer Cyclical 6.86%
Consumer/Non-Cyclical 8.76%
Energy 0.38%
Financial 14.7%
Healthcare
Services 37.82%
Technology 5.06%
Transportation
Utilities 1.44%

79 Positions as of 12/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AMC NETWORKS INC CL A -6,449 Sold Out 0
COMCAST CORP NEW CL A -22,943 Sold Out 0
DISH NETWORK CORP CL A 28,607 23,468 456.67 417,500
ECHOSTAR CORP CL A -16,331 Sold Out 0
LAUDER ESTEE COS INC CL A -8,277 Sold Out 0
MONDELEZ INTL INC CL A -11,595 Sold Out 0
PANERA BREAD CO CL A 46,860 42,397 950.04 255,800
RALPH LAUREN CORP CL A -5,731 Sold Out 0
TWENTY FIRST CENTY FOX INC CL A 17,643 2,118 13.64 511,400
TYSON FOODS INC CL A 29,303 29,303 New 723,700
CBS CORP (CLASS B) CL B 22,428 19,296 616.20 358,100
MOLSON COORS BREWING CO CL B 27,729 -843 (2.95) 374,519
ADVANCE AUTO PARTS INC COM 7,441 901 13.78 51,200
ALBEMARLE CORP COM -3,629 Sold Out 0
ALLISON TRANSMISSION HLDGS INC COM 44,702 7,418 19.90 1,437,350
ALLY FINL INC COM 30,386 30,386 New 1,381,200
AMAZON COM INC COM -52,210 Sold Out 0
ANADARKO PETE CORP COM 4,809 -82,067 (94.47) 51,200
AXALTA COATING SYS LTD COM 12,584 12,584 New 400,000
B/E AEROSPACE INC COM 33,863 -3,749 (9.97) 562,700