LONGBOW CAPITAL PARTNERS, L.P. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 32
New Positions 5
Increased Positions 13
Decreased Positions 18
Positions with Activity 31
Sold Out Positions 11
Total Mkt Value (in $ millions) 60

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

Sector Weighting

Basic Materials 8.58%
Capital Goods
Conglomerates
Consumer Cyclical 7.94%
Consumer/Non-Cyclical
Energy 4.09%
Financial
Healthcare
Services 6.46%
Technology 0%
Transportation 12.44%
Utilities 60.49%

32 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DOMINION RES INC VA NEW COM 7,609 -7,237 (48.75) 105,544
SEMPRA ENERGY COM 7,537 -9,289 (55.21) 69,657
NISOURCE INC COM 6,017 -7,727 (56.22) 140,216
AIR PRODS & CHEMS INC COM 5,188 -5,996 (53.61) 33,227
GOODYEAR TIRE & RUBR CO COM 4,802 4,802 New 179,664
KANSAS CITY SOUTHERN COM NEW 4,148 4,148 New 35,804
UNITED RENTALS INC COM 3,905 -3,746 (48.96) 41,961
XPO LOGISTICS INC COM 3,380 2,975 734.10 76,554
ALLETE INC COM NEW 3,016 1,673 124.49 55,000
SOUTHWEST GAS CORP COM 2,892 1,775 158.97 50,500
CMS ENERGY CORP COM 2,846 1,915 205.66 81,000
PNM RES INC COM 1,670 985 143.75 58,500
SEMGROUP CORP CL A 1,483 -9,221 (86.14) 19,188
OTTER TAIL CORP COM 1,273 422 49.62 38,900
NEXTERA ENERGY INC COM 1,168 569 94.99 11,290
AGL RES INC COM 1,056 1,056 New 21,500
QUESTAR CORP COM 994 585 142.86 42,500
CENTERPOINT ENERGY INC COM 748 748 New 36,000
SPECTRA ENERGY CORP COM 479 479 New 13,500
CLECO CORP NEW COM 272 New 5,000