LAFITTE CAPITAL MANAGEMENT LP Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 31
New Positions 5
Increased Positions 14
Decreased Positions 11
Positions with Activity 25
Sold Out Positions 7
Total Mkt Value (in $ millions) 117

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

Sector Weighting

Basic Materials 2.58%
Capital Goods 22.97%
Conglomerates
Consumer Cyclical 0.18%
Consumer/Non-Cyclical
Energy 19.52%
Financial 5.9%
Healthcare
Services 10.32%
Technology 1.24%
Transportation 10.6%
Utilities

5 New Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
EZCORP INC CL A NON VTG 6,916 6,916 New 565,473
CSI COMPRESSCO LP COM UNIT 3,800 3,800 New 250,000
FTD COS INC COM 3,447 3,447 New 100,000
ROWAN COMPANIES PLC SHS CL A 2,145 2,145 New 100,000
LRAD CORP COM 208 208 New 78,311