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
COMCAST CORP NEW CL A 27,242 27,242 New 436,500
DISH NETWORK CORP CL A 9,304 -17,671 (65.51) 144,000
PANERA BREAD CO CL A 11,125 -41,089 (78.69) 54,500
TWENTY FIRST CENTY FOX INC CL A -17,638 Sold Out 0
TYSON FOODS INC CL A 54,892 22,796 71.02 1,237,700
CABLEVISION SYS CORP CL A NY CABLVS 3,849 3,849 New 136,400
CBS CORP (CLASS B) CL B 24,805 5,657 29.55 463,900
MOLSON COORS BREWING CO CL B 23,967 -2,676 (10.05) 336,900
ADVANCE AUTO PARTS INC COM -8,920 Sold Out 0
ALLISON TRANSMISSION HLDGS INC COM 35,667 -6,275 (14.96) 1,222,302
ALLY FINL INC COM 33,964 2,514 7.99 1,491,600
AMAZON COM INC COM 21,929 21,929 New 40,900
ANADARKO PETE CORP COM -3,807 Sold Out 0
AXALTA COATING SYS LTD COM -12,724 Sold Out 0
AXIALL CORP COM 8,991 8,991 New 305,500
B/E AEROSPACE INC COM 40,907 13,498 49.25 839,800
BEMIS INC COM 2,536 2,536 New 56,900
BURLINGTON STORES INC COM 36,037 10,719 42.34 654,750
CHICOS FAS INC COM 18,006 -1,173 (6.11) 1,183,052
CHIPOTLE MEXICAN GRILL INC COM -11,282 Sold Out 0