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
GOLD FIELDS LTD NEW SPONSORED ADR 710 .06 180,110
CLIFFS NAT RES INC COM 310 1 .48 16,600
CROWN CASTLE INTL CORP COM 704 3 .48 9,525
PIKE CORP COM 222 4 1.68 21,659
CAI INTERNATIONAL INC COM 361 8 2.40 15,439
SKECHERS U S A INC CL A 556 10 1.87 15,780
PROCERA NETWORKS INC COM NEW 277 17 6.42 28,798
HOOKER FURNITURE CORP COM 493 18 3.77 35,199
OLD DOMINION FGHT LINES INC COM 501 19 3.90 9,064
ANALOGIC CORP COM PAR $0.05 568 20 3.58 6,936
U S G CORP COM NEW 281 23 8.83 8,900
ANGIODYNAMICS INC COM 449 27 6.53 31,240
WABCO HLDGS INC COM 704 31 4.63 6,558
ITRON INC COM 233 43 22.27 6,529
KADANT INC COM 330 43 14.93 9,214
CYNOSURE INC CL A 653 45 7.34 26,367
GATX CORP COM 695 54 8.40 10,327
REACHLOCAL INC COM 496 54 12.33 49,207
WEST MARINE INC COM 381 61 18.97 33,692
WI-LAN INC COM 63 63 New 21,360