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) 865

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

Sector Weighting

Basic Materials 4.51%
Capital Goods 2.48%
Conglomerates
Consumer Cyclical 27.26%
Consumer/Non-Cyclical
Energy
Financial 10.9%
Healthcare
Services 0.46%
Technology 2.65%
Transportation 22.26%
Utilities 9.78%

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 -294 Sold Out 0
LYONDELLBASELL INDUSTRIES N V SHS - A - -102 Sold Out 0
IFM INVTS LTD ADS CL A NEW 408 New 2,042,078
QUAD / GRAPHICS INC COM CL A 438 438 New 19,688
MBIA INC COM 718 New 75,000
BOYD GAMING CORP COM 1,006 New 76,400
PINNACLE ENTMT INC COM 2,149 2,149 New 60,000
DHT HOLDINGS INC SHS NEW 13,888 New 1,803,700
HOVNANIAN ENTERPRISES INC CL A 21,489 696 3.35 6,174,942
MAGNACHIP SEMICONDUCTOR CORP N COM 22,898 New 4,088,978
GENERAL MTRS CO COM 26,124 -480 (1.81) 712,994
FORD MTR CO DEL COM PAR $0.01 28,718 28,718 New 1,822,218
GENERAL MTRS CO WT EXP 071019 32,545 -13,172 (28.81) 1,721,948
SCORPIO BULKERS INC SHS 33,399 15,485 86.45 16,533,927
TRONOX LTD SHS CL A 39,050 -2,387 (5.76) 1,792,091
CIT GROUP INC COM NEW 43,230 New 913,760
MGIC INVT CORP WIS COM 50,342 -19,930 (28.36) 5,079,950
GENERAL MTRS CO WT EXP 071016 52,354 901 1.75 1,948,435
SCORPIO TANKERS INC SHS 61,694 New 6,406,453
DYNEGY INC NEW DEL COM 84,625 -35,825 (29.74) 2,618,361


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