LASRY MARC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 25
New Positions 4
Increased Positions 4
Decreased Positions 9
Positions with Activity 13
Sold Out Positions 4
Total Mkt Value (in $ millions) 849

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

Sector Weighting

Basic Materials 2.93%
Capital Goods 1.85%
Conglomerates
Consumer Cyclical 21.82%
Consumer/Non-Cyclical
Energy
Financial 13.06%
Healthcare
Services 2.2%
Technology 3.49%
Transportation 27.01%
Utilities 7.28%

25 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
BOYD GAMING CORP COM -1,165 Sold Out 0
IFM INVTS LTD ADS CL A NEW -204 Sold Out 0
PINNACLE ENTMT INC COM -2,248 Sold Out 0
QUAD / GRAPHICS INC COM CL A -345 Sold Out 0
MBIA INC COM 419 New 75,000
ISHARES IBOXX HI YD ETF 5,308 5,308 New 60,000
SPDR SERIES TRUST BRC HGH YLD BD 6,697 6,697 New 175,000
FORD MTR CO DEL COM PAR $0.01 13,311 -13,640 (50.61) 900,000
DHT HOLDINGS INC SHS NEW 14,412 New 1,803,700
HOVNANIAN ENTERPRISES INC CL A 15,746 New 6,174,942
MGM RESORTS INTERNATIONAL COM 18,652 18,652 New 1,020,900
GENERAL MTRS CO COM 23,279 New 712,994
TRONOX LTD SHS CL A 24,928 New 1,792,091
GENERAL MTRS CO WT EXP 071016 25,381 -19,842 (43.88) 1,093,533
SCORPIO BULKERS INC SHS 26,289 New 16,533,927
GENERAL MTRS CO WT EXP 071019 26,484 New 1,721,948
MAGNACHIP SEMICONDUCTOR CORP N COM 29,686 New 4,088,978
CIT GROUP INC COM NEW 42,810 New 913,760
MGIC INVT CORP WIS COM 55,676 -1,118 (1.97) 4,979,950
EURONAV NV ANTWERPEN SHS 57,894 57,894 New 3,831,510


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