LAFITTE CAPITAL MANAGEMENT LP Information

701 BRAZOS STREET, AUSTIN, Texas, 78701, (512) 478-1271

Report Date: 06/30/2015

Position Statistics

Total Positions 27
New Positions 5
Increased Positions 9
Decreased Positions 7
Positions with Activity 16
Sold Out Positions 5
Total Mkt Value (in $ millions) 111

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

Sector Weighting

Basic Materials 1.76%
Capital Goods 27.9%
Conglomerates
Consumer Cyclical 0.41%
Consumer/Non-Cyclical
Energy 3.2%
Financial 4.55%
Healthcare
Services 12.38%
Technology 1.05%
Transportation 14.75%
Utilities

9 INCREASED Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
KIRBY CORP COM 16,423 16,423 New 250,000
ARMSTRONG WORLD INDS INC NEW COM 8,168 8,168 New 150,000
FLOWSERVE CORP COM 5,536 2,571 86.73 128,378
EZCORP INC CL A NON VTG 5,061 613 13.79 875,581
H & E EQUIPMENT SERVICES INC COM 3,547 3,547 New 207,571
U.S. AUTO PARTS NETWORK INC COM 3,288 668 25.50 1,619,618
KLX INC COM 1,932 1,932 New 50,000
CECO ENVIRONMENTAL CORP COM 463 463 New 50,000
LRAD CORP COM 461 47 11.26 257,517


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