HAYMAN CAPITAL MANAGEMENT, L.P. Information

2101 CEDAR SPRINGS ROAD, DALLAS, Texas, 75201, (214) 347-8050

Report Date: 09/30/2014

Position Statistics

Total Positions 22
New Positions 1
Increased Positions 2
Decreased Positions 19
Positions with Activity 21
Sold Out Positions 15
Total Mkt Value (in $ millions) 431

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 0%
Conglomerates
Consumer Cyclical 40.89%
Consumer/Non-Cyclical
Energy 20.25%
Financial 26.1%
Healthcare 0%
Services 1.13%
Technology 0%
Transportation 0%
Utilities

22 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GENERAL MTRS CO COM 176,392 -11,075 (5.91) 5,256,005
NATIONSTAR MTG HLDGS INC COM 112,581 -14,595 (11.48) 4,142,045
YPF SOCIEDAD ANONIMA SPON ADR CL D 58,768 58,768 New 2,141,700
NMI HLDGS INC CL A 50,183 New 5,496,500
ENERGY XXI LTD USD UNRS SHS 17,509 6,497 59.01 4,770,800
DIAMONDBACK ENERGY INC COM 11,080 -15,342 (58.06) 179,600
REALNETWORKS INC COM NEW 4,858 -5,054 (50.99) 695,946
ACTAVIS PLC SHS -3,787 Sold Out 0
ADVANCE AUTO PARTS INC COM -3,643 Sold Out 0
APOLLO GLOBAL MGMT LLC CL A SHS -53,631 Sold Out 0
CAVIUM INC COM -3,697 Sold Out 0
FACEBOOK INC CL A -3,740 Sold Out 0
FORTRESS INVESTMENT GROUP LLC CL A -38,491 Sold Out 0
HUNTSMAN CORP COM -2,658 Sold Out 0
LAM RESEARCH CORP COM -2,121 Sold Out 0
MATADOR RES CO COM -2,064 Sold Out 0
PENNYMAC MTG INVT TR COM -46,519 Sold Out 0
RAMBUS INC DEL COM -1,444 Sold Out 0
ROYAL BK CDA MONTREAL QUE COM -3,033 Sold Out 0
TENNECO INC COM -2,670 Sold Out 0