LONG OAR GLOBAL INVESTORS, LLC Information

101 PARK AVENUE, NEW YORK, New York, 10178, (212) 883-3352

Report Date: 12/31/2013

Position Statistics

Total Positions 33
New Positions 8
Increased Positions 14
Decreased Positions 19
Positions with Activity 33
Sold Out Positions 15
Total Mkt Value (in $ millions) 117

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

Sector Weighting

Basic Materials 17.51%
Capital Goods 0%
Conglomerates
Consumer Cyclical 9.12%
Consumer/Non-Cyclical
Energy 16.98%
Financial 0%
Healthcare 4.73%
Services 40.52%
Technology 0%
Transportation 0%
Utilities

33 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
UNITED RENTALS INC COM 9,814 6,076 162.50 105,000
CHENIERE ENERGY INC COM NEW 9,619 3,704 62.62 174,000
METHANEX CORP COM 8,720 8,720 New 138,000
DISH NETWORK CORP CL A 8,695 -892 (9.31) 146,200
ALTISOURCE RESIDENTIAL CORP CL B 8,620 8,620 New 296,000
HERTZ GLOBAL HOLDINGS INC COM 8,000 8,000 New 285,000
SPRINT CORP COM SER 1 7,838 639 8.88 920,000
MONSANTO CO NEW COM 6,777 -2,372 (25.93) 60,000
E HOUSE CHINA HLDGS LTD ADR 5,930 1,368 29.98 568,000
GENERAL MTRS CO COM 5,573 5,573 New 164,000
ANADARKO PETE CORP COM 5,552 5,552 New 56,100
GILEAD SCIENCES INC COM 5,530 5,530 New 79,000
TAMINCO CORP COM 5,177 3,890 302.28 255,000
NAVISTAR INTL CORP NEW COM 5,093 333 7 149,800
DOW CHEM CO COM 4,969 4,969 New 102,000
ROWAN COMPANIES PLC SHS CL A 4,679 -638 (12) 154,000
SUSSER HLDGS CORP COM 3,984 -3,990 (50.04) 69,000
LITHIA MTRS INC CL A 2,329 2,329 New 34,072
ALCOA INC COM -235 Sold Out 0
CLIFFS NAT RES INC COM -4,327 Sold Out 0