SALZMAN & CO., INC. Information

ONE LANDMARK SQUARE, STAMFORD, Connecticut, 06901, (203) 302-2702

Report Date: 09/30/2014

Position Statistics

Total Positions 22
New Positions 7
Increased Positions 11
Decreased Positions 6
Positions with Activity 17
Sold Out Positions 4
Total Mkt Value (in $ millions) 439

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

Sector Weighting

Basic Materials
Capital Goods 8.82%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 11.09%
Financial 23.76%
Healthcare 1.77%
Services 46.99%
Technology 7.56%
Transportation
Utilities

22 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PIONEER NAT RES CO COM 48,686 32,997 210.33 319,376
LIBERTY GLOBAL PLC SHS CL C 45,976 8,558 22.87 937,329
CARMAX INC COM 44,085 44,085 New 650,603
MELCO CROWN ENTMT LTD ADR 43,542 43,542 New 1,769,263
WESTERN UN CO COM 42,661 42,661 New 2,354,379
BANK NEW YORK MELLON CORP COM 38,210 -7,385 (16.2) 920,050
DEERE & CO COM 33,894 33,894 New 373,076
EQUINIX INC COM NEW 31,918 New 137,591
AON PLC SHS CL A 31,483 New 325,678
LPL FINL HLDGS INC COM 24,972 1,218 5.13 554,817
MOODYS CORP COM 14,627 New 149,257
FLEETCOR TECHNOLOGIES INC COM 13,698 New 91,258
SPDR S&P 500 ETF TR TR UNIT 9,676 261 2.78 46,576
ACTAVIS PLC SHS 7,773 New 30,379
RAYTHEON CO COM NEW 2,448 2,448 New 22,220
LOCKHEED MARTIN CORP COM 2,392 2,392 New 12,216
LAS VEGAS SANDS CORP COM 1,751 1,751 New 30,145
COGNIZANT TECHNOLOGY SOLUTIONS CL A 1,291 -8,302 (86.54) 23,810
ALLIANCE DATA SYSTEMS CORP COM -51,624 Sold Out 0
CAMERON INTERNATIONAL CORP COM -7,690 Sold Out 0