FIREFLY VALUE PARTNERS, LP Information

601 WEST 26TH STREET, NEW YORK, New York, 10001, (212) 672-9600

Report Date: 03/31/2014

Position Statistics

Total Positions 39
New Positions 5
Increased Positions 9
Decreased Positions 11
Positions with Activity 20
Sold Out Positions 3
Total Mkt Value (in $ millions) 644

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
Consumer/Non-Cyclical
Energy 17.54%
Financial 58.81%
Healthcare 5.46%
Services 1.71%
Technology 5.65%
Transportation
Utilities

39 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WELLPOINT INC COM 73,655 8,307 12.71 665,000
RICE ENERGY INC COM 69,696 69,696 New 2,486,489
WELLS FARGO & CO NEW WT EXP 102818 61,224 New 2,929,384
AMERICAN INTL GROUP INC COM NEW 60,034 New 1,101,950
GULFPORT ENERGY CORP COM NEW 58,605 -15,701 (21.13) 942,498
NOBLE CORP PLC SHS USD 54,258 2,794 5.43 1,695,555
COMERICA INC WT EXP 111418 50,208 -1,726 (3.32) 2,416,173
BANK OF AMERICA CORPORATION WT EXP 011619 46,995 New 6,656,475
TECH DATA CORP COM 36,378 -4,892 (11.85) 576,325
SANOFI SPONSORED ADR 35,113 -5,012 (12.49) 679,563
HOME BANCORP INC COM 13,692 New 621,795
CASCADE BANCORP COM NEW 10,720 390 3.77 2,045,766
ASB BANCORP INC N C COM 10,045 New 481,770
FRANKLIN FINL CORP VA COM 8,318 New 380,000
SUPERVALU INC COM 7,917 4,872 160 975,000
SIMPLICITY BANCORP COM 7,853 New 461,922
PRUDENTIAL BANCORP INC NEW COM 5,546 New 475,250
WOLVERINE BANCORP INC COM 4,949 New 219,964
ALLIANCE BANCORP INC PA NEW COM 4,914 New 307,127
SP BANCORP INC COM 3,987 New 138,000


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