BRYN MAWR CAPITAL MANAGEMENT INC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 714
New Positions 177
Increased Positions 242
Decreased Positions 472
Positions with Activity 714
Sold Out Positions 237
Total Mkt Value (in $ millions) 760

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

Sector Weighting

Basic Materials 7.26%
Capital Goods 6.53%
Conglomerates 1.12%
Consumer Cyclical 5.99%
Consumer/Non-Cyclical 3.3%
Energy 2.15%
Financial 36.95%
Healthcare 9.78%
Services 9.88%
Technology 11.11%
Transportation 1.69%
Utilities 3.15%

242 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
MENS WEARHOUSE INC COM 881 26 3.04 17,001
RUSH ENTERPRISES INC CL A 278 30 12.08 10,204
PEP BOYS MANNY MOE & JACK COM 246 30 13.97 25,804
BRIGGS & STRATTON CORP COM 372 33 9.87 18,851
CALAMP CORP COM 409 33 8.91 24,878
CHRISTOPHER & BANKS CORP COM 57 57 New 10,360
CECO ENVIRONMENTAL CORP COM 340 61 22.04 33,070
FEDERAL SIGNAL CORP COM 469 62 15.29 29,561
SYNERON MEDICAL LTD ORD SHS 428 68 18.93 36,481
KRISPY KREME DOUGHNUTS INC COM 380 71 22.94 18,896
PHARMERICA CORP COM 699 76 12.13 25,069
AVX CORP NEW COM 512 78 17.88 35,804
MOBILE MINI INC COM 375 81 27.65 8,796
EXTREME NETWORKS INC COM 83 83 New 26,996
DUCOMMUN INC DEL COM 365 87 31.33 14,436
CTC MEDIA INC COM 331 90 37.64 83,894
HIBBETT SPORTS INC COM 452 99 27.86 9,169
KEYW HLDG CORP COM 107 107 New 13,883
FIRST MAJESTIC SILVER CORP COM 227 110 94.30 38,694
FERRO CORP COM 417 114 37.45 33,397