LMR MASTER FUND LTD Information

PO BOX 309, GRAND CAYMAN, , KY-1101, (44207) 664-1730

Report Date: 03/31/2013

Position Statistics:

Total Positions 481
New Positions 150
Increased Positions 180
Decreased Positions 301
Positions with Activity 481
Sold Out Positions 200
Total Mkt Value
(in $ millions)
587

Sector Weighting

Basic Materials 6.8%
Capital Goods 5.77%
Conglomerates 0.36%
Consumer Cyclical 10.41%
Consumer/Non-Cyclical 2.37%
Energy 15.48%
Financial 15.24%
Healthcare 10.85%
Services 20.69%
Technology 9.53%
Transportation 2.05%
Utilities 0.24%

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

481 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
UNITED TECHNOLOGIES CORP COM 2,094 -5,405 (72.08) 21,467
AMERICAN RLTY CAP PPTYS INC COM 2,071 2,071 New 116,295
VALERO ENERGY CORP NEW COM 2,064 -458 (18.17) 50,077
FLOWSERVE CORP COM 2,060 -1,315 (38.98) 11,982
DEERE & CO COM 1,959 -440 (18.35) 22,362
BOEING CO COM 1,941 -5,865 (75.13) 19,657
SIBANYE GOLD LTD SPONSORED ADR 1,930 1,930 New 694,320
TRAVELERS COMPANIES INC COM 1,860 -527 (22.08) 22,235
TEXTRON INC COM 1,856 1,423 328.33 66,070
CATERPILLAR INC DEL COM 1,800 1,800 New 20,436
LINCOLN NATL CORP IND COM 1,799 -27 (1.5) 51,045
3M CO COM 1,781 -7,914 (81.63) 15,901
CIGNA CORPORATION COM 1,764 883 100.33 26,093
AETNA INC NEW COM 1,745 1,745 New 28,949
ORACLE CORP COM 1,734 235 15.67 49,396
INTL PAPER CO COM 1,711 -1,371 (44.48) 35,841
LOCKHEED MARTIN CORP COM 1,708 -364 (17.58) 15,965
JPMORGAN CHASE & CO COM 1,698 1,698 New 32,032
HALLIBURTON CO COM 1,698 1,698 New 37,870
SHERWIN WILLIAMS CO COM 1,697 -3,185 (65.24) 8,933

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