SAIERS CAPITAL, LLC Information

2 RECTOR STREET, NEW YORK, New York, 10006, (212) 659-3874

Report Date: 09/30/2014

Position Statistics

Total Positions 145
New Positions 33
Increased Positions 54
Decreased Positions 88
Positions with Activity 142
Sold Out Positions 62
Total Mkt Value (in $ millions) 184

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

Sector Weighting

Basic Materials 13.46%
Capital Goods 15.76%
Conglomerates
Consumer Cyclical 6.95%
Consumer/Non-Cyclical 2.69%
Energy 4.54%
Financial 10.81%
Healthcare 4.9%
Services 35.71%
Technology 4.6%
Transportation 0.59%
Utilities 0%

54 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LAS VEGAS SANDS CORP COM 20,105 17,082 565.07 353,150
MGM RESORTS INTERNATIONAL COM 18,383 13,325 263.46 881,273
WYNN RESORTS LTD COM 11,959 11,959 New 77,138
D R HORTON INC COM 9,995 4,503 82.00 413,698
JOHNSON & JOHNSON COM 8,463 6,268 285.58 82,900
INTL PAPER CO COM 6,885 1,356 24.53 128,014
BLACKSTONE GROUP L P COM UNIT LTD 6,782 5,302 358.25 185,400
CONSOL ENERGY INC COM 5,952 3,932 194.64 194,012
LENNAR CORP CL A 5,343 761 16.61 118,882
PULTE GROUP INC COM 4,971 4,475 902.18 237,155
GENERAL MTRS CO COM 4,724 1,121 31.13 141,357
TECK RESOURCES LTD CL B 4,111 4,111 New 326,000
XILINX INC COM 3,696 3,696 New 93,707
JPMORGAN CHASE & CO COM 3,147 2,871 1,039.12 55,999
BOEING CO COM 2,931 282 10.63 22,126
GOODYEAR TIRE & RUBR CO COM 2,549 1,728 210.21 100,848
MICHAEL KORS HLDGS LTD SHS 2,396 697 41.04 33,851
STANDARD PAC CORP NEW COM 2,394 2,394 New 343,000
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 2,173 1,712 371.53 226,335
WHOLE FOODS MKT INC COM 1,998 1,998 New 37,600