LONGBOW CAPITAL PARTNERS, L.P. Information

598 MADISON AVENUE, 3RD FLOOR, NEW YORK, New York, 10022, (212) 245-3700

Report Date: 03/31/2014

Position Statistics

Total Positions 58
New Positions 22
Increased Positions 28
Decreased Positions 30
Positions with Activity 58
Sold Out Positions 18
Total Mkt Value (in $ millions) 150

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

Sector Weighting

Basic Materials 17.49%
Capital Goods 5.92%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical
Energy 15.29%
Financial
Healthcare
Services 9.36%
Technology
Transportation 10.41%
Utilities 41.53%

58 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
KANSAS CITY SOUTHERN COM NEW 15,343 15,343 New 137,261
UNITED RENTALS INC COM 14,038 -8,042 (36.42) 130,359
NRG ENERGY INC COM NEW 14,012 14,012 New 396,269
SEMPRA ENERGY COM 12,599 12,190 2,974.50 122,980
SEMGROUP CORP CL A 10,789 -4,654 (30.14) 137,346
HUNTSMAN CORP COM 9,498 501 5.57 349,718
NISOURCE INC COM 8,986 -1,199 (11.77) 230,837
WESTLAKE CHEM CORP COM 8,880 3,709 71.73 105,262
QUANTA SVCS INC COM 8,154 8,154 New 235,197
EDISON INTL COM 5,870 5,870 New 103,000
ADVANCED EMISSIONS SOLUTS INC COM 5,012 -4,614 (47.93) 221,266
ENERGEN CORP COM 4,946 4,946 New 57,214
ENERNOC INC COM 3,101 3,101 New 174,432
ALLETE INC COM NEW 2,418 2,418 New 48,300
NORTHEAST UTILS COM 2,320 1,400 152 50,400
DTE ENERGY CO COM 2,253 76 3.51 29,500
PENN VA CORP COM 2,227 2,227 New 143,000
DOMINION RES INC VA NEW COM 1,949 1,949 New 27,850
NEXTERA ENERGY INC COM 1,798 1,798 New 18,087
ITC HLDGS CORP COM 1,576 1,576 New 43,862


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