EIDELMAN VIRANT CAPITAL Information

8000 MARYLAND AVENUE, SAINT LOUIS, Missouri, 63105, (314) 727-9686

Report Date: 03/31/2013

Position Statistics:

Total Positions 185
New Positions 36
Increased Positions 71
Decreased Positions 84
Positions with Activity 155
Sold Out Positions 28
Total Mkt Value
(in $ millions)
200

Sector Weighting

Basic Materials 6.78%
Capital Goods 1.72%
Conglomerates 0.71%
Consumer Cyclical 3.35%
Consumer/Non-Cyclical 10.65%
Energy 3.3%
Financial 26.19%
Healthcare 4.65%
Services 19.9%
Technology 10.82%
Transportation 9.56%
Utilities 2.3%

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

185 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
1ST CONSTITUTION BANCORP COM 475 65 15.89 51,394
ABBVIE INC COM 404 404 New 8,900
ALASKA AIR GROUP INC COM 1,755 1,755 New 29,930
ALEXANDER & BALDWIN INC NEW COM 1,756 142 8.79 49,500
AMEDISYS INC COM -605 Sold Out 0
AMERIANA BANCORP COM 281 New 28,500
AMERICAN INTL GROUP INC COM NEW 6,011 -905 (13.09) 134,510
APPLE INC COM 386 -1,600 (80.59) 866
APPLIED MICRO CIRCUITS CORP COM NEW 305 76 33.33 40,000
ARCH COAL INC COM 559 -122 (17.94) 105,225
ASHLAND INC NEW COM 888 888 New 10,000
ASIA ENTN & RESOURCES LTD SHS 136 -32 (18.96) 31,200
AT&T INC COM 798 -114 (12.51) 21,716
ATLAS FINANCIAL HOLDINGS INC SHS NEW 1,094 1,094 New 149,689
AVG TECHNOLOGIES N V SHS 262 262 New 15,000
AVON PRODS INC COM 708 708 New 30,000
BALLANTYNE STRONG INC COM -147 Sold Out 0
BANCORP INC DEL COM 1,056 -42 (3.86) 74,700
BANCORPSOUTH INC COM -286 Sold Out 0
BANK COMM HLDGS COM 248 New 50,001

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