ORANGE CAPITAL, LLC Information

1370 AVENUE OF THE AMERICAS, NEW YORK, New York, 10019, (212) 375-6040

Report Date: 03/31/2014

Position Statistics

Total Positions 15
New Positions 4
Increased Positions 6
Decreased Positions 8
Positions with Activity 14
Sold Out Positions 3
Total Mkt Value (in $ millions) 537

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

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 15.51%
Financial 15.71%
Healthcare 0.81%
Services 60.58%
Technology 6.32%
Transportation
Utilities

15 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
CHERRY HILL MTG INVT CORP COM -11,053 Sold Out 0
NEWS CORP NEW CL B -8,865 Sold Out 0
SPECTRUM BRANDS HLDGS INC COM -33,612 Sold Out 0
STRATEGIC HOTELS & RESORTS INC COM 33,784 -66,179 (66.2) 2,803,614
JARDEN CORP COM 33,941 -17,517 (34.04) 581,279
LIVE NATION ENTERTAINMENT INC COM 41,708 -15,163 (26.66) 1,722,761
LAMAR ADVERTISING CO CL A 36,245 -9,713 (21.13) 699,717
SINCLAIR BROADCAST GROUP INC CL A 48,552 -6,355 (11.58) 1,448,006
BLOCK H & R INC COM 41,510 41,510 New 1,273,300
CLUBCORP HLDGS INC COM 5,762 5,762 New 322,802
NEXSTAR BROADCASTING GROUP INC CL A 72,940 72,940 New 1,514,525
SEMGROUP CORP CL A 83,253 New 1,020,505
VCA INC COM 4,368 4,368 New 118,089
PHH CORP COM NEW 84,314 2,304 2.81 3,454,088
PINNACLE ENTMT INC COM 50,441 10,363 25.86 2,237,857