ORANGE CAPITAL, LLC Information

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

Report Date: 03/31/2013

Position Statistics:

Total Positions 21
New Positions 11
Increased Positions 13
Decreased Positions 8
Positions with Activity 21
Sold Out Positions 6
Total Mkt Value
(in $ millions)
484

Sector Weighting

Basic Materials
Capital Goods 0%
Conglomerates 11.06%
Consumer Cyclical 10.88%
Consumer/Non-Cyclical
Energy 7.72%
Financial 14.29%
Healthcare
Services 47.53%
Technology 7.4%
Transportation 1.13%
Utilities

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

21 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
FOREST CITY ENTERPRISES INC CL A -41,717 Sold Out 0
LAS VEGAS SANDS CORP COM -40,884 Sold Out 0
QEP RES INC COM -44,792 Sold Out 0
REALTY INCOME CORP COM -14,304 Sold Out 0
THE ADT CORPORATION COM -30,068 Sold Out 0
VERISIGN INC COM -19,025 Sold Out 0
GOL LINHAS AEREAS INTLG S A SP ADR REP PFD 5,469 5,469 New 1,406,029
CAESARS ENTMT CORP COM 6,012 6,012 New 441,113
INTERNATIONAL GAME TECHNOLOGY COM 7,171 7,171 New 418,389
SINCLAIR BROADCAST GROUP INC CL A 11,016 11,016 New 385,585
DENNYS CORP COM 11,081 11,081 New 1,875,000
INTERCONTINENTALEXCHANGE INC COM 30,094 30,094 New 164,386
SPECTRUM BRANDS HLDGS INC COM 35,766 35,766 New 593,428
CASEYS GEN STORES INC COM 36,937 27,348 285.19 602,860
TRANSOCEAN LTD REG SHS 37,313 37,313 New 750,000
AMERICAN RLTY CAP PPTYS INC COM 38,965 38,965 New 2,566,855
NASDAQ OMX GROUP INC COM 39,002 -1,328 (3.29) 1,175,103
LAMAR ADVERTISING CO CL A 51,525 -4,164 (7.48) 1,175,572
HANESBRANDS INC COM 52,601 52,601 New 1,004,989
SUNCOKE ENERGY INC COM 53,476 1,673 3.23 3,515,873

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