COVE STREET CAPITAL, LLC Information

2321 ROSECRANS AVENUE, EL SEGUNDO, California, 90245, (424) 221-5897

Report Date: 03/31/2013

Position Statistics:

Total Positions 68
New Positions 8
Increased Positions 43
Decreased Positions 23
Positions with Activity 66
Sold Out Positions 6
Total Mkt Value
(in $ millions)
265

Sector Weighting

Basic Materials 2.8%
Capital Goods 2.31%
Conglomerates
Consumer Cyclical 4.84%
Consumer/Non-Cyclical 2.52%
Energy 12.63%
Financial 29.43%
Healthcare 2.88%
Services 25.07%
Technology 17.09%
Transportation 0.24%
Utilities

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

6 Sold Out Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
IDEX CORP COM -1,509 Sold Out 0
INTERNATIONAL SPEEDWAY CORP CL A -1,499 Sold Out 0
LIBERTY INTERACTIVE CORP LBT VENT COM A -2,363 Sold Out 0
LOWES COS INC COM -4,642 Sold Out 0
SEALED AIR CORP NEW COM -7,485 Sold Out 0
SEI INVESTMENTS CO COM -5,913 Sold Out 0

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