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) 56

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

Sector Weighting

Basic Materials 5.29%
Capital Goods 3.2%
Conglomerates 0.05%
Consumer Cyclical 10.4%
Consumer/Non-Cyclical 2.11%
Energy 2.48%
Financial 30.66%
Healthcare 1.56%
Services
Technology 34.15%
Transportation 2.21%
Utilities 4.17%

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 -103 Sold Out 0
YINGLI GREEN ENERGY HLDG CO LT ADR 217 217 New 73,500
CURRENCYSHARES CDN DLR TR CDN DOLLAR SHS 134 134 New 1,525
CENTRAL FD CDA LTD CL A 205 New 16,300
REAL GOODS SOLAR INC CL A 12 12 New 10,000
TYSON FOODS INC CL A 1,185 1,185 New 30,900
FREEPORT-MCMORAN INC CL B 154 New 5,000
ALAMOS GOLD INC COM 29 -59 (67.31) 3,400
BALLARD PWR SYS INC NEW COM 1,336 80 6.40 465,500
CANADIAN SOLAR INC COM 2,200 -39 (1.73) 76,880
CAPSTONE TURBINE CORP COM 225 New 288,400
CF INDS HLDGS INC COM 1,567 1,567 New 6,310
CORNING INC COM 45 45 New 2,500
DAKOTA PLAINS HLDGS INC COM 29 29 New 15,000
DONALDSON INC COM 392 46 13.33 10,200
ENERGY RECOVERY INC COM 1,043 39 3.88 251,854
ENERSYS COM 751 -15 (1.99) 13,525
FEDERAL HOME LN MTG CORP COM 887 210 31.01 422,500
FEDERAL NATL MTG ASSN COM 3,274 -1,782 (35.24) 1,442,400
FRANCO NEVADA CORP COM -177 Sold Out 0