LITESPEED MANAGEMENT, L.L.C. Information

623 FIFTH AVENUE, NEW YORK, New York, 10022, (212) 808-7423

Report Date: 03/31/2014

Position Statistics

Total Positions 28
New Positions 8
Increased Positions 18
Decreased Positions 5
Positions with Activity 23
Sold Out Positions 3
Total Mkt Value (in $ millions) 1,022

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

Sector Weighting

Basic Materials 21.62%
Capital Goods
Conglomerates
Consumer Cyclical 18.33%
Consumer/Non-Cyclical 4.21%
Energy 23.88%
Financial 7.7%
Healthcare 5.93%
Services 5.84%
Technology
Transportation 3.2%
Utilities 1.85%

28 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
COOPER TIRE & RUBR CO COM 116,853 39,021 50.14 3,975,940
SANDRIDGE ENERGY INC COM 95,383 -359 (0.38) 13,684,787
ANADARKO PETE CORP COM 86,872 25,888 42.45 808,115
FREEPORT-MCMORAN COPPER & GOLD COM 78,103 2,928 3.90 2,000,583
GENERAL MTRS CO COM 70,227 70,227 New 1,849,549
APACHE CORP COM 61,783 New 620,000
BARRICK GOLD CORP COM 60,202 -13,230 (18.02) 3,185,300
TRONOX LTD SHS CL A 58,320 New 2,345,955
FTD COS INC COM 57,556 28,891 100.79 1,830,646
THERAVANCE INC COM 56,015 8,542 17.99 1,931,554
DISH NETWORK CORP CL A 44,579 1,319 3.05 675,852
COTT CORP QUE COM 43,026 43,026 New 6,051,504
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 32,745 New 485,106
MEADOWBROOK INS GROUP INC COM 32,452 17,637 119.05 4,807,631
NATIONAL BK HLDGS CORP CL A 24,945 551 2.26 1,255,415
F M C CORP COM NEW 24,300 24,300 New 346,800
SPDR GOLD TRUST GOLD SHS 21,279 21,279 New 166,450
DYNEGY INC NEW DEL WT EXP 100217 18,890 New 4,664,219
THERAVANCE BIOPHARMA INC COM 17,969 2,740 17.99 551,864
RADIOSHACK CORP COM 8,584 4,156 93.84 9,699,748


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