GOLDENTREE ASSET MANAGEMENT LP Information

300 PARK AVENUE, NEW YORK, New York, 10022, (212) 847-3500

Report Date: 03/31/2014

Position Statistics

Total Positions 37
New Positions 12
Increased Positions 16
Decreased Positions 19
Positions with Activity 35
Sold Out Positions 14
Total Mkt Value (in $ millions) 318

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

Sector Weighting

Basic Materials
Capital Goods 8.36%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical
Energy 16.33%
Financial 23.98%
Healthcare 4.38%
Services 23.41%
Technology 5.24%
Transportation 7.04%
Utilities 0%

37 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SINCLAIR BROADCAST GROUP INC CL A 43,991 30,540 227.04 1,287,415
SPIRIT RLTY CAP INC NEW COM 27,792 -19,768 (41.57) 2,448,664
LOUISIANA PAC CORP COM 26,547 9,618 56.82 1,874,806
CLOUD PEAK ENERGY INC COM 23,355 23,355 New 1,397,644
DELTA AIR LINES INC DEL COM NEW 22,361 New 600,606
AMERICAN CAP LTD COM 18,562 -3,810 (17.03) 1,199,070
HALLIBURTON CO COM 17,195 17,195 New 249,240
MASONITE INTL CORP NEW COM 16,992 -4,097 (19.43) 315,080
AVNET INC COM 16,650 16,650 New 383,210
CIT GROUP INC COM NEW 16,631 16,631 New 377,285
SOUTHWESTERN ENERGY CO COM 11,337 11,337 New 264,945
AMERICAN INTL GROUP INC COM NEW 10,631 10,631 New 195,000
DINEEQUITY INC COM 10,573 10,573 New 136,316
NEWS CORP NEW CL A 10,074 10,074 New 556,890
LIFEPOINT HOSPITALS INC COM 8,946 190 2.17 146,100
TWENTY FIRST CENTY FOX INC CL A 8,518 8,518 New 239,000
OUTERWALL INC COM 5,934 5,934 New 108,958
FAIRPOINT COMMUNICATIONS INC COM NEW 5,349 -591 (9.95) 389,000
GILEAD SCIENCES INC COM 4,969 4,969 New 56,000
CDW CORP COM 4,190 4,190 New 133,106


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