LIONEYE CAPITAL MANAGEMENT LLC Information

152 WEST 57TH STREET, NEW YORK, New York, 10019, (212) 476-0671

Report Date: 12/31/2014

Position Statistics

Total Positions 53
New Positions 10
Increased Positions 25
Decreased Positions 27
Positions with Activity 52
Sold Out Positions 14
Total Mkt Value (in $ millions) 992

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

Sector Weighting

Basic Materials 10.18%
Capital Goods 4.33%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 5.81%
Energy 7.68%
Financial 1.12%
Healthcare 3.69%
Services 45.38%
Technology 19.16%
Transportation 2.34%
Utilities

53 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ASBURY AUTOMOTIVE GROUP INC COM 151,102 18,192 13.69 1,853,105
JARDEN CORP COM 72,574 2,840 4.07 1,380,000
MENS WEARHOUSE INC COM 72,534 40,153 124 1,400,000
GNC HLDGS INC COM CL A 69,594 3,229 4.87 1,511,600
OFFICE DEPOT INC COM 60,060 -26,103 (30.3) 6,500,000
OWENS CORNING NEW COM 45,622 45,622 New 1,077,000
VISTEON CORP COM NEW 42,934 4,574 11.93 447,700
YAHOO INC COM 40,229 17,679 78.40 892,000
MYLAN N V SHS EURO 36,670 -15,808 (30.12) 595,000
ARRIS GROUP INC NEW COM 35,406 1,535 4.53 1,250,000
WAUSAU PAPER CORP COM 32,394 149 .46 3,505,827
AIR PRODS & CHEMS INC COM 30,550 -14,129 (31.62) 200,000
INTEGRATED DEVICE TECHNOLOGY COM 30,093 235 .79 1,521,000
BERRY PLASTICS GROUP INC COM 29,113 3,426 13.34 821,700
PENN VA CORP COM 28,096 11,807 72.49 3,990,980
ATMEL CORP COM 24,282 -23,085 (48.74) 2,922,000
REPUBLIC AWYS HLDGS INC COM 23,205 -23,205 (50) 1,670,000
HERTZ GLOBAL HOLDINGS INC COM 22,630 -9,271 (29.06) 1,086,425
NEWFIELD EXPL CO COM 22,019 80 .37 642,337
WESTERN REFNG INC COM 20,998 -5,331 (20.25) 440,400