SEAMANS CAPITAL MANAGEMENT, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 72
New Positions 14
Increased Positions 20
Decreased Positions 40
Positions with Activity 60
Sold Out Positions 16
Total Mkt Value (in $ millions) 45

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

Sector Weighting

Basic Materials 1.79%
Capital Goods 1.92%
Conglomerates 0.05%
Consumer Cyclical 6.38%
Consumer/Non-Cyclical 0%
Energy 1.68%
Financial 37.33%
Healthcare 0.12%
Services 1.03%
Technology 37.52%
Transportation 1.54%
Utilities 4.25%

72 Positions as of 12/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
YINGLI GREEN ENERGY HLDG CO LT ADR -129 Sold Out 0
CENTRAL FD CDA LTD CL A 196 New 16,300
PATTERN ENERGY GROUP INC CL A 249 201 417.65 8,800
TYSON FOODS INC CL A -1,089 Sold Out 0
TERRAFORM PWR INC CL A COM 223 223 New 6,225
ALAMOS GOLD INC COM 15 New 2,400
AMERICAN WTR WKS CO INC NEW COM 195 195 New 3,600
ARTS WAY MFG INC COM 9 9 New 2,000
AT&T INC COM 121 121 New 3,700
BALLARD PWR SYS INC NEW COM 842 -144 (14.61) 415,000
BORGWARNER INC COM 125 New 2,100
CANADIAN SOLAR INC COM 2,720 110 4.23 78,880
CAPSTONE TURBINE CORP COM -166 Sold Out 0
CF INDS HLDGS INC COM -1,718 Sold Out 0
CUMMINS INC COM -1,542 Sold Out 0
DAKOTA PLAINS HLDGS INC COM -29 Sold Out 0
ENERGY RECOVERY INC COM 405 -260 (39.07) 153,454
FEDERAL HOME LN MTG CORP COM 859 -104 (10.78) 364,000
FEDERAL NATL MTG ASSN COM 3,340 -179 (5.1) 1,368,900
FIRST SOLAR INC COM -4 Sold Out 0