LASRY MARC Information

C/O AVENUE CAPITAL MANAGEMENT II, L.P., NEW YORK, New York, 10022,

Report Date: 09/30/2014

Position Statistics

Total Positions 28
New Positions 1
Increased Positions 2
Decreased Positions 14
Positions with Activity 16
Sold Out Positions 8
Total Mkt Value (in $ millions) 971

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

Sector Weighting

Basic Materials 4.57%
Capital Goods 2.48%
Conglomerates
Consumer Cyclical 21.17%
Consumer/Non-Cyclical
Energy
Financial 11.11%
Healthcare
Services 0.25%
Technology 5.58%
Transportation 23.97%
Utilities 11.88%

28 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
YRC WORLDWIDE INC COM PAR $.01 168,664 New 7,273,125
HOUGHTON MIFFLIN HARCOURT CO COM 167,367 -65,902 (28.25) 8,265,059
DYNEGY INC NEW DEL COM 115,382 -14,938 (11.46) 3,726,802
MERITOR INC COM 106,070 New 7,345,557
MGIC INVT CORP WIS COM 63,962 15,344 31.56 7,091,100
MAGNACHIP SEMICONDUCTOR CORP N COM 54,179 New 4,088,978
SCORPIO TANKERS INC SHS 51,252 -9,610 (15.79) 6,406,453
TRONOX LTD SHS CL A 44,289 -4,060 (8.4) 1,901,634
CIT GROUP INC COM NEW 43,239 -48,585 (52.91) 913,760
GENERAL MTRS CO WT EXP 071016 42,243 New 1,914,903
GENERAL MTRS CO WT EXP 071019 34,075 New 2,418,903
HOVNANIAN ENTERPRISES INC CL A 24,139 New 5,974,942
GENERAL MTRS CO COM 23,054 New 726,107
SCORPIO BULKERS INC SHS 17,115 -2,215 (11.46) 8,867,927
DHT HOLDINGS INC SHS NEW 12,914 New 1,803,700
IFM INVTS LTD ADS CL A NEW 1,536 New 2,042,078
BOYD GAMING CORP COM 872 New 76,400
MBIA INC COM 699 699 New 75,000
LEAR CORP COM NEW 245 New 2,585
LYONDELLBASELL INDUSTRIES N V SHS - A - 85 New 1,070