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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)		 623

Sector Weighting

Basic Materials 1.32%
Capital Goods
Conglomerates
Consumer Cyclical 9.92%
Consumer/Non-Cyclical
Energy 22.27%
Financial 30.11%
Healthcare
Services 14.82%
Technology 4.02%
Transportation 16.74%
Utilities 0.3%

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

37 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
BARRETT BILL CORP COM -23,790 Sold Out 0
FREEPORT-MCMORAN COPPER & GOLD COM -22,517 Sold Out 0
SOUTHWESTERN ENERGY CO COM -36,953 Sold Out 0
ULTRA PETROLEUM CORP COM -57,484 Sold Out 0
VALIDUS HOLDINGS LTD COM SHS -244 Sold Out 0
WALTER ENERGY INC COM -25,817 Sold Out 0
WPX ENERGY INC COM -31,814 Sold Out 0
SELECT SECTOR SPDR TR SBI INT-FINL 6 New 300
ALTISOURCE RESIDENTIAL CORP CL B 223 223 New 11,556
GOL LINHAS AEREAS INTLG S A SP ADR REP PFD 977 977 New 180,000
DYNEGY INC NEW DEL WT EXP 000017 1,864 New 955,812
YAHOO INC COM 2,275 2,275 New 85,795
BMC SOFTWARE INC COM 2,325 2,325 New 51,100
NEWCASTLE INVT CORP COM 2,683 1,190 79.68 451,000
NEW RESIDENTIAL INVT CORP COM 3,121 1,384 79.68 451,000
PENNYMAC MTG INVT TR COM 3,545 3,545 New 150,000
CHIMERA INVT CORP COM 4,065 New 1,228,000
UNITED STATES STL CORP NEW COM 8,244 8,244 New 450,000
ALPHA NATURAL RESOURCES INC COM 12,710 12,710 New 1,883,000
YPF SOCIEDAD ANONIMA SPON ADR CL D 13,920 13,920 New 1,000,000