LASRY MARC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 23
New Positions 3
Increased Positions 7
Decreased Positions 8
Positions with Activity 15
Sold Out Positions 2
Total Mkt Value (in $ millions) 885

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

Sector Weighting

Basic Materials 4.24%
Capital Goods 2.23%
Conglomerates
Consumer Cyclical 26.34%
Consumer/Non-Cyclical
Energy
Financial 11.22%
Healthcare
Services 0.46%
Technology 2.54%
Transportation 22.73%
Utilities 9.92%

23 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
HOUGHTON MIFFLIN HARCOURT CO COM 138,919 -61,178 (30.57) 5,738,103
DYNEGY INC NEW DEL COM 87,794 -37,166 (29.74) 2,618,361
MGIC INVT CORP WIS COM 54,762 -21,680 (28.36) 5,079,950
GENERAL MTRS CO WT EXP 071019 30,857 -12,489 (28.81) 1,721,948
TRONOX LTD SHS CL A 37,562 -2,296 (5.76) 1,792,091
GENERAL MTRS CO COM 25,375 -467 (1.81) 712,994
LEAR CORP COM NEW -297 Sold Out 0
LYONDELLBASELL INDUSTRIES N V SHS - A - -108 Sold Out 0
BOYD GAMING CORP COM 1,020 New 76,400
CIT GROUP INC COM NEW 43,870 New 913,760
DHT HOLDINGS INC SHS NEW 14,213 New 1,803,700
IFM INVTS LTD ADS CL A NEW 429 New 2,042,078
MAGNACHIP SEMICONDUCTOR CORP N COM 22,530 New 4,088,978
MBIA INC COM 683 New 75,000
SCORPIO TANKERS INC SHS 64,449 New 6,406,453
YRC WORLDWIDE INC COM PAR $.01 122,625 New 7,273,125
QUAD / GRAPHICS INC COM CL A 439 439 New 19,688
HOVNANIAN ENTERPRISES INC CL A 19,760 640 3.35 6,174,942
GENERAL MTRS CO WT EXP 071016 50,387 867 1.75 1,948,435
PINNACLE ENTMT INC COM 2,204 2,204 New 60,000


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