LASRY MARC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 28
New Positions 2
Increased Positions 3
Decreased Positions 6
Positions with Activity 9
Sold Out Positions 1
Total Mkt Value (in $ millions) 1,173

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

Sector Weighting

Basic Materials 5.53%
Capital Goods 2.05%
Conglomerates
Consumer Cyclical 17.78%
Consumer/Non-Cyclical
Energy
Financial 12.47%
Healthcare
Services 0.32%
Technology 4.3%
Transportation 20.68%
Utilities 10.69%

28 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
DYNEGY INC NEW DEL COM 125,395 -30,252 (19.44) 4,209,302
SCORPIO TANKERS INC SHS 71,437 -4,260 (5.63) 7,607,729
SCORPIO BULKERS INC SHS 75,919 -2,367 (3.02) 10,015,671
VERSO PAPER CORP COM 5,981 -1,932 (24.42) 1,857,459
CENTRAL EUROPEAN MEDIA ENTRPRS CL A NEW 126 -1,327 (91.33) 50,000
CAESARS ACQUISITION CO CL A -319 Sold Out 0
BOYD GAMING CORP COM 825 New 76,400
DHT HOLDINGS INC SHS NEW 12,337 New 1,803,700
GENERAL MTRS CO COM 24,709 New 726,107
GENERAL MTRS CO WT EXP 071019 39,186 New 2,418,903
GENERAL MTRS CO WT EXP 071016 46,724 New 1,914,903
HOUGHTON MIFFLIN HARCOURT CO COM 231,427 New 11,519,497
HOVNANIAN ENTERPRISES INC CL A 24,019 New 5,974,942
IFM INVTS LTD ADS CL A NEW 2,859 New 2,042,078
MAGNACHIP SEMICONDUCTOR CORP N COM 50,417 New 4,088,978
MERITOR INC COM 97,769 New 7,345,557
MGIC INVT CORP WIS COM 45,492 New 5,390,000
ROYAL BK SCOTLAND GROUP PLC SP ADR PREF S 692 New 28,650
ROYAL BK SCOTLAND GROUP PLC SP ADR L RP PF 3,500 New 152,751
ROYAL BK SCOTLAND GROUP PLC ADR PREF SHS R 2,339 New 99,319