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) 861

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

Sector Weighting

Basic Materials 4.38%
Capital Goods 2.22%
Conglomerates
Consumer Cyclical 27.67%
Consumer/Non-Cyclical
Energy
Financial 11.1%
Healthcare
Services 0.48%
Technology 2.55%
Transportation 20.83%
Utilities 10.39%

23 Positions as of 12/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
IFM INVTS LTD ADS CL A NEW 384 New 2,042,078
HOVNANIAN ENTERPRISES INC CL A 19,142 620 3.35 6,174,942
BOYD GAMING CORP COM 1,048 New 76,400
DYNEGY INC NEW DEL COM 89,443 -37,864 (29.74) 2,618,361
GENERAL MTRS CO COM 25,240 -464 (1.81) 712,994
HOUGHTON MIFFLIN HARCOURT CO COM 134,099 -59,055 (30.57) 5,738,103
MAGNACHIP SEMICONDUCTOR CORP N COM 21,958 New 4,088,978
MBIA INC COM 656 New 75,000
MERITOR INC COM 103,761 6,139 6.29 7,807,466
MGIC INVT CORP WIS COM 53,390 -21,137 (28.36) 5,079,950
PINNACLE ENTMT INC COM 2,254 2,254 New 60,000
QUAD / GRAPHICS INC COM CL A 431 431 New 19,688
CIT GROUP INC COM NEW 41,448 New 913,760
LEAR CORP COM NEW -292 Sold Out 0
YRC WORLDWIDE INC COM PAR $.01 103,278 New 7,273,125
FORD MTR CO DEL COM PAR $0.01 28,755 28,755 New 1,822,218
SCORPIO BULKERS INC SHS 41,335 19,165 86.45 16,533,927
SCORPIO TANKERS INC SHS 61,246 New 6,406,453
LYONDELLBASELL INDUSTRIES N V SHS - A - -111 Sold Out 0
TRONOX LTD SHS CL A 37,670 -2,303 (5.76) 1,792,091


Latest News Headlines

View All Latest Headlines
Create your free portfolio