BRYN MAWR CAPITAL MANAGEMENT INC Information

ONE TOWN PLACE, BRYN MAWR, Pennsylvania, 19010-3495, (484) 380-8100

Report Date: 12/31/2013

Position Statistics

Total Positions 747
New Positions 225
Increased Positions 386
Decreased Positions 360
Positions with Activity 746
Sold Out Positions 221
Total Mkt Value (in $ millions) 1,542

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

Sector Weighting

Basic Materials 3.8%
Capital Goods 4.64%
Conglomerates 0.93%
Consumer Cyclical 4.39%
Consumer/Non-Cyclical 6.62%
Energy 3.05%
Financial 47.39%
Healthcare 4.81%
Services 8.47%
Technology 8.76%
Transportation 2.23%
Utilities 4.91%

386 INCREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BRINKS CO COM 380 135 54.83 14,870
FINISH LINE INC CL A 379 379 New 14,491
UNIFIRST CORP MASS COM 378 378 New 3,990
GLATFELTER COM 373 373 New 14,510
REGAL BELOIT CORP COM 372 73 24.50 4,960
DOMINION DIAMOND CORP COM 366 366 New 28,950
CAI INTERNATIONAL INC COM 361 8 2.40 15,439
AUTONATION INC COM 360 360 New 6,540
INTERNATIONAL RECTIFIER CORP COM 359 359 New 13,735
IMMERSION CORP COM 355 210 145.52 33,746
LENNOX INTL INC COM 351 351 New 3,930
STEIN MART INC COM 349 349 New 26,953
SIMPSON MANUFACTURING CO INC COM 349 349 New 10,538
HEALTHWAYS INC COM 345 345 New 20,600
EINSTEIN NOAH REST GROUP INC COM 345 345 New 22,341
MERIDIAN BIOSCIENCE INC COM 343 343 New 15,739
CASTLE A M & CO COM 339 339 New 24,841
HAYNES INTERNATIONAL INC COM NEW 332 332 New 6,229
KADANT INC COM 330 43 14.93 9,214
FEDERAL REALTY INVT TR SH BEN INT NEW 328 328 New 2,847