LASRY MARC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 29
New Positions 5
Increased Positions 11
Decreased Positions 4
Positions with Activity 15
Sold Out Positions 3
Total Mkt Value (in $ millions) 1,037

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

Sector Weighting

Basic Materials 5.96%
Capital Goods 2.47%
Conglomerates
Consumer Cyclical 20.22%
Consumer/Non-Cyclical
Energy
Financial 13.19%
Healthcare
Services 0.48%
Technology 5.51%
Transportation 10.83%
Utilities 13.76%

29 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
ISHARES IBOXX HI YD ETF -18,283 Sold Out 0
LYONDELLBASELL INDUSTRIES N V SHS - A - -75 Sold Out 0
SPDR SERIES TRUST BRC HGH YLD BD -23,650 Sold Out 0
VERSO PAPER CORP COM 7,790 -1,338 (14.65) 2,457,459
BOYD GAMING CORP COM 839 839 New 76,400
CAESARS ACQUISITION CO CL A 360 360 New 31,300
CENTRAL EUROPEAN MEDIA ENTRPRS CL A NEW 1,413 1,413 New 576,555
DHT HOLDINGS INC SHS NEW 12,518 12,518 New 1,803,700
GENERAL MTRS CO WT EXP 071016 48,543 New 1,914,903
GENERAL MTRS CO WT EXP 071019 42,645 New 2,418,903
HOUGHTON MIFFLIN HARCOURT CO COM 200,670 New 11,519,497
HOVNANIAN ENTERPRISES INC CL A 25,633 New 5,974,942
IFM INVTS LTD ADS CL A NEW 2,696 New 2,042,078
MAGNACHIP SEMICONDUCTOR CORP N COM 57,123 New 4,088,978
MERITOR INC COM 93,215 New 7,345,557
MGIC INVT CORP WIS COM 42,581 New 5,390,000
ROYAL BK SCOTLAND GROUP PLC SP ADR PREF S 710 New 28,650
ROYAL BK SCOTLAND GROUP PLC ADR PREF SER N 104 New 4,240
ROYAL BK SCOTLAND GROUP PLC ADR PFD SER P 480 New 20,000
ROYAL BK SCOTLAND GROUP PLC SP ADR PREF M 674 New 27,402