CENTAUR CAPITAL PARTNERS, L.P. Information

1460 MAIN STREET, SOUTHLAKE, Texas, 76092, (817) 488-9632

Report Date: 12/31/2014

Position Statistics

Total Positions 30
New Positions 6
Increased Positions 11
Decreased Positions 16
Positions with Activity 27
Sold Out Positions 7
Total Mkt Value (in $ millions) 58

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

Sector Weighting

Basic Materials 0%
Capital Goods
Conglomerates
Consumer Cyclical 11.08%
Consumer/Non-Cyclical 3.41%
Energy
Financial 34.54%
Healthcare 5.39%
Services 25.05%
Technology 15.13%
Transportation
Utilities

30 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ALLEGHANY CORP DEL COM 7,034 358 5.36 14,750
KULICKE & SOFFA INDS INC COM 5,932 312 5.56 380,000
INTERNATIONAL SPEEDWAY CORP CL A 4,800 4,800 New 130,000
TETRA TECH INC NEW COM 3,489 -1,209 (25.74) 141,100
CAPITAL SOUTHWEST CORP COM 3,443 1,093 46.50 73,250
ELLIS PERRY INTL INC COM 3,253 -123 (3.64) 132,500
ICONIX BRAND GROUP INC COM 3,203 2,082 185.71 100,000
JPMORGAN CHASE & CO WT EXP 102818 2,974 -400 (11.86) 130,000
EBAY INC COM 2,790 -418 (13.04) 50,000
SPEEDWAY MOTORSPORTS INC COM 2,651 2,651 New 105,000
BERKSHIRE HATHAWAY INC DEL CL B NEW 2,462 -1,055 (30) 17,500
TRINITY BIOTECH PLC SPON ADR NEW 2,361 2,361 New 135,000
PNC FINL SVCS GROUP INC WT EXP 123118 2,135 183 9.38 87,500
VECTOR GROUP LTD COM 1,989 1,989 New 89,000
FIFTH STREET FINANCE CORP COM 1,914 1,914 New 270,000
CLIFTON BANCORP INC COM 1,801 New 130,000
E M C CORP MASS COM 1,597 New 60,000
CHARTER FINL CORP MD COM 1,343 New 112,500
BLUCORA INC COM 963 -1,719 (64.1) 70,000
VIAD CORP COM NEW 871 -3,015 (77.59) 32,500