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) 1,523

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 4.6%
Conglomerates 0.93%
Consumer Cyclical 4.35%
Consumer/Non-Cyclical 6.61%
Energy 3.03%
Financial 47.46%
Healthcare 4.85%
Services 8.48%
Technology 8.71%
Transportation 2.2%
Utilities 4.98%

386 INCREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CLIFFS NAT RES INC COM 318 2 .48 16,600
SERVICE CORP INTL COM 317 65 25.85 16,990
PARK ELECTROCHEMICAL CORP COM 311 311 New 11,714
PIER 1 IMPORTS INC COM 310 310 New 16,872
CALIX INC COM 309 309 New 37,960
INGLES MKTS INC CL A 307 90 41.15 13,734
CHILDRENS PL RETAIL STORES INC COM 307 307 New 6,310
GENERAL CABLE CORP DEL NEW COM 305 65 27.30 11,705
STANDEX INTL CORP COM 304 304 New 5,430
AECOM TECHNOLOGY CORP DELAWARE COM 302 302 New 9,300
HYATT HOTELS CORP COM CL A 295 295 New 5,500
ARKANSAS BEST CORP DEL COM 284 284 New 7,870
GNC HLDGS INC COM CL A 281 281 New 6,300
SAIA INC COM 278 278 New 7,640
PACCAR INC COM 278 278 New 4,300
CBL & ASSOC PPTYS INC COM 277 277 New 15,530
ANSYS INC COM 274 274 New 3,710
U S G CORP COM NEW 271 22 8.83 8,900
GRAND CANYON ED INC COM 271 271 New 6,030
PROCERA NETWORKS INC COM NEW 266 16 6.42 28,798