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 11.14%
Consumer/Non-Cyclical 3.51%
Energy
Financial 34.91%
Healthcare 5.74%
Services 23.88%
Technology 15.73%
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 6,879 350 5.36 14,750
KULICKE & SOFFA INDS INC COM 6,156 324 5.56 380,000
INTERNATIONAL SPEEDWAY CORP CL A 4,107 4,107 New 130,000
CAPITAL SOUTHWEST CORP COM 3,627 1,151 46.50 73,250
TETRA TECH INC NEW COM 3,601 -1,248 (25.74) 141,100
ICONIX BRAND GROUP INC COM 3,410 2,217 185.71 100,000
ELLIS PERRY INTL INC COM 3,074 -116 (3.64) 132,500
EBAY INC COM 2,916 -437 (13.04) 50,000
JPMORGAN CHASE & CO WT EXP 102818 2,753 -371 (11.86) 130,000
BERKSHIRE HATHAWAY INC DEL CL B NEW 2,536 -1,087 (30) 17,500
TRINITY BIOTECH PLC SPON ADR NEW 2,511 2,511 New 135,000
SPEEDWAY MOTORSPORTS INC COM 2,405 2,405 New 105,000
PNC FINL SVCS GROUP INC WT EXP 123118 2,279 195 9.38 87,500
VECTOR GROUP LTD COM 2,045 2,045 New 89,000
FIFTH STREET FINANCE CORP COM 1,949 1,949 New 270,000
CLIFTON BANCORP INC COM 1,759 New 130,000
E M C CORP MASS COM 1,692 New 60,000
CHARTER FINL CORP MD COM 1,297 New 112,500
BLUCORA INC COM 1,031 -1,841 (64.1) 70,000
VIAD CORP COM NEW 875 -3,030 (77.59) 32,500


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