SEAMANS CAPITAL MANAGEMENT, LLC Information

500 BOYLSTON STREET, BOSTON, Massachusetts, 02116, (781) 890-5225

Report Date: 06/30/2014

Position Statistics

Total Positions 73
New Positions 19
Increased Positions 37
Decreased Positions 20
Positions with Activity 57
Sold Out Positions 11
Total Mkt Value (in $ millions) 64

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

Sector Weighting

Basic Materials 4.93%
Capital Goods 3.01%
Conglomerates 0.06%
Consumer Cyclical 10.09%
Consumer/Non-Cyclical 1.86%
Energy 2.36%
Financial 30.07%
Healthcare 0.08%
Services
Technology 35.69%
Transportation 2.91%
Utilities 3.74%

73 Positions as of 06/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
RANDGOLD RES LTD ADR -106 Sold Out 0
YINGLI GREEN ENERGY HLDG CO LT ADR 249 249 New 73,500
CURRENCYSHARES CDN DLR TR CDN DOLLAR SHS 139 139 New 1,525
CENTRAL FD CDA LTD CL A 205 New 16,300
REAL GOODS SOLAR INC CL A 14 14 New 10,000
TYSON FOODS INC CL A 1,190 1,190 New 30,900
FREEPORT-MCMORAN INC CL B 170 New 5,000
ALAMOS GOLD INC COM 28 -57 (67.31) 3,400
BALLARD PWR SYS INC NEW COM 1,476 89 6.40 465,500
CANADIAN SOLAR INC COM 3,013 -53 (1.73) 76,880
CAPSTONE TURBINE CORP COM 332 New 288,400
CF INDS HLDGS INC COM 1,630 1,630 New 6,310
CORNING INC COM 51 51 New 2,500
DAKOTA PLAINS HLDGS INC COM 36 36 New 15,000
DONALDSON INC COM 423 50 13.33 10,200
ENERGY RECOVERY INC COM 975 36 3.88 251,854
ENERSYS COM 850 -17 (1.99) 13,525
FEDERAL HOME LN MTG CORP COM 1,344 318 31.01 422,500
FEDERAL NATL MTG ASSN COM 4,544 -2,473 (35.24) 1,442,400
FRANCO NEVADA CORP COM -161 Sold Out 0


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