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) 1,090

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

Sector Weighting

Basic Materials 5.3%
Capital Goods 2.53%
Conglomerates
Consumer Cyclical 20.39%
Consumer/Non-Cyclical
Energy
Financial 12.39%
Healthcare
Services 0.45%
Technology 5.26%
Transportation 10.18%
Utilities 15.79%

29 Positions as of 03/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
BOYD GAMING CORP COM 879 879 New 76,400
CAESARS ACQUISITION CO CL A 376 376 New 31,300
CENTRAL EUROPEAN MEDIA ENTRPRS CL A NEW 1,505 1,505 New 576,555
CIT GROUP INC COM NEW 77,452 445 .58 1,740,489
DHT HOLDINGS INC SHS NEW 11,886 11,886 New 1,803,700
DYNEGY INC NEW DEL COM 172,209 4,661 2.78 5,224,796
GENERAL MTRS CO COM 27,411 887 3.35 726,107
GENERAL MTRS CO WT EXP 071016 53,579 New 1,914,903
GENERAL MTRS CO WT EXP 071019 47,967 New 2,418,903
HOUGHTON MIFFLIN HARCOURT CO COM 212,420 New 11,519,497
HOVNANIAN ENTERPRISES INC CL A 27,604 New 5,974,942
IFM INVTS LTD ADS CL A NEW 2,520 New 2,042,078
ISHARES IBOXX HI YD ETF -18,392 Sold Out 0
LYONDELLBASELL INDUSTRIES N V SHS - A - -67 Sold Out 0
MAGNACHIP SEMICONDUCTOR CORP N COM 57,327 New 4,088,978
MERITOR INC COM 93,362 New 7,345,557
MGIC INVT CORP WIS COM 49,804 New 5,390,000
ROYAL BK SCOTLAND GROUP PLC ADR PREF SER N 102 New 4,240
ROYAL BK SCOTLAND GROUP PLC SP ADR L RP PF 3,493 761 27.87 152,751
ROYAL BK SCOTLAND GROUP PLC ADR PREF SHS R 2,350 14 .61 99,319


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