RBF CAPITAL, LLC Information

100 DRAKES LANDING ROAD, GREENBRAE, California, 94904, (415) 464-4475

Report Date: 03/31/2013

Position Statistics:

Total Positions 282
New Positions 14
Increased Positions 39
Decreased Positions 42
Positions with Activity 81
Sold Out Positions 16
Total Mkt Value
(in $ millions)
360

Sector Weighting

Basic Materials 4.84%
Capital Goods 7.13%
Conglomerates 0.24%
Consumer Cyclical 2.56%
Consumer/Non-Cyclical 5.4%
Energy 2.63%
Financial 47.55%
Healthcare 3.36%
Services 19.4%
Technology 5.42%
Transportation 1.46%
Utilities

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

39 INCREASED Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
SPDR S&P 500 ETF TR TR UNIT 21,509 827 4 130,000
MORGAN STANLEY COM NEW 15,156 5,335 54.32 625,000
BANK OF AMERICA CORPORATION COM 13,210 3,303 33.33 1,000,000
PEPSICO INC COM 8,212 5,338 185.71 100,000
AMERICAN GREETINGS CORP CL A 5,529 461 9.09 300,000
PHOENIX COS INC NEW COM NEW 5,086 1,724 51.29 118,850
U S CONCRETE INC COM NEW 3,844 3,218 514.47 240,069
UNITEDHEALTH GROUP INC COM 3,742 624 20 60,000
AMERICAN INTL GROUP INC COM NEW 3,340 623 22.95 75,000
MENS WEARHOUSE INC COM 3,213 2,142 200 90,000
COCA COLA CO COM 3,145 1,551 97.37 75,000
CVS CAREMARK CORPORATION COM 2,917 875 42.86 50,000
COLEMAN CABLE INC COM 2,815 78 2.83 152,514
MCGRAW HILL FINL INC COM 2,702 378 16.28 50,000
UNITED CONTL HLDGS INC COM 2,577 859 50 75,000
TOWER GROUP INTL LTD COM 2,440 2,440 New 123,800
PHH CORP COM NEW 2,024 798 65.10 100,000
NATIONAL OILWELL VARCO INC COM 1,723 1,378 400 25,000
WALGREEN CO COM 1,512 504 50 30,000
MUELLER WTR PRODS INC COM SER A 1,011 186 22.55 135,855

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