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) 872

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

Sector Weighting

Basic Materials 4.45%
Capital Goods 2.65%
Conglomerates
Consumer Cyclical 29.15%
Consumer/Non-Cyclical
Energy
Financial 10.24%
Healthcare
Services 0.42%
Technology 2.68%
Transportation 24.22%
Utilities 8.36%

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 113,500 -49,983 (30.57) 5,738,103
DYNEGY INC NEW DEL COM 72,974 -30,892 (29.74) 2,618,361
MGIC INVT CORP WIS COM 46,380 -18,362 (28.36) 5,079,950
GENERAL MTRS CO WT EXP 071019 33,096 -13,395 (28.81) 1,721,948
TRONOX LTD SHS CL A 38,781 -2,371 (5.76) 1,792,091
GENERAL MTRS CO COM 26,602 -489 (1.81) 712,994
LEAR CORP COM NEW -282 Sold Out 0
LYONDELLBASELL INDUSTRIES N V SHS - A - -92 Sold Out 0
BOYD GAMING CORP COM 1,055 New 76,400
CIT GROUP INC COM NEW 42,261 New 913,760
DHT HOLDINGS INC SHS NEW 12,446 New 1,803,700
IFM INVTS LTD ADS CL A NEW 613 New 2,042,078
MAGNACHIP SEMICONDUCTOR CORP N COM 23,348 New 4,088,978
MBIA INC COM 675 New 75,000
SCORPIO TANKERS INC SHS 55,480 New 6,406,453
YRC WORLDWIDE INC COM PAR $.01 143,353 New 7,273,125
QUAD / GRAPHICS INC COM CL A 461 461 New 19,688
HOVNANIAN ENTERPRISES INC CL A 23,094 748 3.35 6,174,942
GENERAL MTRS CO WT EXP 071016 53,270 917 1.75 1,948,435
PINNACLE ENTMT INC COM 1,544 1,544 New 60,000