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) 860

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

Sector Weighting

Basic Materials 4.26%
Capital Goods 2.56%
Conglomerates
Consumer Cyclical 27.53%
Consumer/Non-Cyclical
Energy
Financial 10.33%
Healthcare
Services 0.47%
Technology 2.52%
Transportation 23.93%
Utilities 8.61%

23 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
LEAR CORP COM NEW -283 Sold Out 0
LYONDELLBASELL INDUSTRIES N V SHS - A - -93 Sold Out 0
QUAD / GRAPHICS INC COM CL A 448 448 New 19,688
PINNACLE ENTMT INC COM 2,154 2,154 New 60,000
MBIA INC COM 645 New 75,000
BOYD GAMING CORP COM 1,065 New 76,400
GENERAL MTRS CO COM 26,602 -489 (1.81) 712,994
CIT GROUP INC COM NEW 40,269 New 913,760
GENERAL MTRS CO WT EXP 071019 33,385 -13,513 (28.81) 1,721,948
TRONOX LTD SHS CL A 36,612 -2,238 (5.76) 1,792,091
DHT HOLDINGS INC SHS NEW 12,734 New 1,803,700
FORD MTR CO DEL COM PAR $0.01 29,119 29,119 New 1,822,218
GENERAL MTRS CO WT EXP 071016 53,699 924 1.75 1,948,435
IFM INVTS LTD ADS CL A NEW 368 New 2,042,078
DYNEGY INC NEW DEL COM 74,073 -31,358 (29.74) 2,618,361
MAGNACHIP SEMICONDUCTOR CORP N COM 21,712 New 4,088,978
MGIC INVT CORP WIS COM 47,904 -18,965 (28.36) 5,079,950
HOUGHTON MIFFLIN HARCOURT CO COM 132,177 -58,208 (30.57) 5,738,103
HOVNANIAN ENTERPRISES INC CL A 21,983 712 3.35 6,174,942
SCORPIO TANKERS INC SHS 60,541 New 6,406,453