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MARATHON ASSET MANAGEMENT LP Information

ONE BRYANT PARK, NEW YORK, New York, 10036, (212) 500-3123

Report Date: 03/31/2013

Position Statistics:

Total Positions 37
New Positions 15
Increased Positions 20
Decreased Positions 9
Positions with Activity 29
Sold Out Positions 7
Total Mkt Value
(in $ millions)		 612

Sector Weighting

Basic Materials 1.31%
Capital Goods
Conglomerates
Consumer Cyclical 9.8%
Consumer/Non-Cyclical
Energy 22.46%
Financial 30.22%
Healthcare
Services 14.52%
Technology 3.89%
Transportation 16.98%
Utilities 0.31%

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

20 INCREASED Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
CHENIERE ENERGY INC COM NEW 57,783 57,783 New 1,905,158
FORD MTR CO DEL COM PAR $0.01 45,384 45,384 New 3,100,000
DELTA AIR LINES INC DEL COM NEW 44,736 44,736 New 2,400,000
MGM RESORTS INTERNATIONAL COM 36,692 17,215 88.38 2,404,488
NATIONSTAR MTG HLDGS INC COM 33,759 33,492 12,546.67 758,800
SOUTHWEST AIRLS CO COM 28,280 28,280 New 2,000,000
MEMC ELECTR MATLS INC COM 21,467 13,353 164.58 3,479,180
CREDIT SUISSE GROUP SPONSORED ADR 20,769 20,769 New 700,000
BARCLAYS PLC ADR 19,520 19,520 New 1,000,000
GENERAL MTRS CO COM 14,576 14,576 New 450,000
YPF SOCIEDAD ANONIMA SPON ADR CL D 13,320 13,320 New 1,000,000
ALPHA NATURAL RESOURCES INC COM 12,786 12,786 New 1,883,000
UNITED STATES STL CORP NEW COM 8,042 8,042 New 450,000
PENNYMAC MTG INVT TR COM 3,530 3,530 New 150,000
NEW RESIDENTIAL INVT CORP COM 3,157 1,400 79.68 451,000
NEWCASTLE INVT CORP COM 2,580 1,144 79.68 451,000
BMC SOFTWARE INC COM 2,319 2,319 New 51,100
YAHOO INC COM 2,280 2,280 New 85,795
GOL LINHAS AEREAS INTLG S A SP ADR REP PFD 1,010 1,010 New 180,000
ALTISOURCE RESIDENTIAL CORP CL B 220 220 New 11,556
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