REDWOOD CAPITAL MANAGEMENT, LLC Information

910 SYLVAN AVENUE, ENGLEWOOD CLIFFS, New Jersey, 07632, (201) 227-5040

Report Date: 12/31/2014

Position Statistics

Total Positions 56
New Positions 3
Increased Positions 11
Decreased Positions 16
Positions with Activity 27
Sold Out Positions 8
Total Mkt Value (in $ millions) 975

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

Sector Weighting

Basic Materials 3.08%
Capital Goods 0%
Conglomerates 0.47%
Consumer Cyclical 8.42%
Consumer/Non-Cyclical 0.06%
Energy 6.07%
Financial 39.4%
Healthcare 1.48%
Services 25.76%
Technology 4.95%
Transportation 7.83%
Utilities 0.12%

56 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMERICAN RLTY CAP PPTYS INC COM 67,700 65,848 3,555.50 7,311,000
CIGNA CORPORATION COM 62,705 New 499,680
YPF SOCIEDAD ANONIMA SPON ADR CL D 57,073 -3,109 (5.17) 1,844,034
GENERAL MTRS CO COM 55,058 -3,435 (5.87) 1,554,422
METLIFE INC COM 55,057 New 1,059,000
ANTHEM INC COM 53,631 -7,662 (12.5) 350,000
AMERICAN INTL GROUP INC COM NEW 42,066 New 728,550
CITIGROUP INC COM NEW 41,395 New 770,000
HERTZ GLOBAL HOLDINGS INC COM 40,266 6,711 20 1,800,000
EQUITY COMWLTH COM SH BEN INT 38,446 New 1,502,400
JPMORGAN CHASE & CO COM 36,129 -5,217 (12.62) 567,979
HARTFORD FINL SVCS GROUP INC COM 31,814 -5,176 (13.99) 774,055
UNITED CONTL HLDGS INC COM 30,386 New 494,885
MERCER INTL INC COM 30,037 1,657 5.84 2,106,367
DELTA AIR LINES INC DEL COM NEW 29,679 6,849 30 650,000
BANK AMER CORP COM 26,540 New 1,647,400
MICRON TECHNOLOGY INC COM 26,091 New 900,000
CHILDRENS PL INC COM 24,518 -6,735 (21.55) 394,586
PRUDENTIAL FINL INC COM 19,673 New 236,000
AMERICAN EAGLE OUTFITTERS NEW COM 19,587 New 1,228,000