PIERMONT CAPITAL MANAGEMENT LLC Information

530 MARYVILLE CENTER DRIVE, SUITE 230, ST. LOUIS, Missouri, 63141, (314) 965-6847

Report Date: 06/30/2014

Position Statistics

Total Positions 186
New Positions 45
Increased Positions 121
Decreased Positions 40
Positions with Activity 161
Sold Out Positions 38
Total Mkt Value (in $ millions) 251

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

Sector Weighting

Basic Materials 8.18%
Capital Goods 5.89%
Conglomerates
Consumer Cyclical 4.59%
Consumer/Non-Cyclical 2.21%
Energy 5.9%
Financial 22.92%
Healthcare 5.57%
Services 26.75%
Technology 10.41%
Transportation 1.54%
Utilities 6.04%

186 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CURTISS WRIGHT CORP COM 4,432 748 20.32 62,794
STANDARD MTR PRODS INC COM 3,816 645 20.34 107,631
GREATBATCH INC COM 3,715 628 20.35 81,486
OMNIVISION TECHNOLOGIES INC COM 3,681 625 20.46 134,889
CONVERSANT INC COM 3,636 676 22.82 104,961
CAL MAINE FOODS INC COM NEW 3,349 3,349 New 38,680
MINERALS TECHNOLOGIES INC COM 3,251 517 18.89 53,098
WATTS WATER TECHNOLOGIES INC CL A 3,137 531 20.36 49,869
MARRIOTT VACATIONS WRLDWDE CP COM 3,023 556 22.52 50,246
BROWN SHOE INC NEW COM 2,982 1,038 53.41 104,628
ALERE INC COM 2,975 2,975 New 72,320
DELEK US HLDGS INC COM 2,957 2,957 New 86,620
CHARLES RIV LABS INTL INC COM 2,949 466 18.79 48,940
UNIVERSAL ELECTRS INC COM 2,915 2,915 New 55,450
IBERIABANK CORP COM 2,901 2,901 New 42,660
AECOM TECHNOLOGY CORP DELAWARE COM 2,859 483 20.35 77,323
CORESITE RLTY CORP COM 2,851 460 19.22 83,152
CHESAPEAKE LODGING TR SH BEN INT 2,846 768 36.99 97,826
OWENS & MINOR INC NEW COM 2,842 2,842 New 82,690
FORESTAR GROUP INC COM 2,819 1,029 57.48 153,354


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