KORTRIGHT CAPITAL PARTNERS LP Information

399 PARK AVENUE, NEW YORK, New York, 10022, (212) 828-7285

Report Date: 06/30/2014

Position Statistics

Total Positions 26
New Positions 10
Increased Positions 12
Decreased Positions 14
Positions with Activity 26
Sold Out Positions 9
Total Mkt Value (in $ millions) 88

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

Sector Weighting

Basic Materials 4.84%
Capital Goods 25.21%
Conglomerates
Consumer Cyclical 2.9%
Consumer/Non-Cyclical
Energy 10.57%
Financial 8.68%
Healthcare
Services 13.99%
Technology 9.22%
Transportation 20.37%
Utilities

26 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 12,346 -759 (5.79) 179,000
AEGEAN MARINE PETROLEUM NETWRK SHS 9,280 295 3.29 887,167
NATIONAL CINEMEDIA INC COM 8,481 8,481 New 583,660
SPECTRUM BRANDS HLDGS INC COM 8,097 -1,985 (19.69) 93,907
AMERICAN WOODMARK CORP COM 7,670 400 5.51 203,067
EAGLE MATERIALS INC COM 5,946 -732 (10.97) 56,835
PGT INC COM 5,575 5,575 New 550,316
BGC PARTNERS INC CL A 4,873 -2,715 (35.78) 643,764
BERRY PLASTICS GROUP INC COM 4,250 4,250 New 170,000
URBAN OUTFITTERS INC COM 3,802 3,802 New 100,000
JGWPT HLDGS INC CL A 3,712 3,712 New 303,541
TRIUMPH GROUP INC NEW COM 2,951 -3,046 (50.79) 43,600
INTERCONTINENTAL EXCHANGE INC COM 2,751 2,751 New 13,500
STEELCASE INC CL A 2,544 2,544 New 158,500
NAVIOS MARITIME ACQUIS CORP SHS 2,332 2,332 New 706,701
SCORPIO TANKERS INC SHS 2,305 2,305 New 250,000
DIANA SHIPPING INC COM 907 907 New 88,508
ACTUANT CORP CL A NEW -2,132 Sold Out 0
ARMSTRONG WORLD INDS INC NEW COM -8,821 Sold Out 0
CLEARWATER PAPER CORP COM -2,537 Sold Out 0


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