SEAWOLF CAPITAL, LLC Information

400 MADISON AVENUE, NEW YORK, New York, 10017, (212) 409-5300

Report Date: 03/31/2015

Position Statistics

Total Positions 47
New Positions 13
Increased Positions 30
Decreased Positions 17
Positions with Activity 47
Sold Out Positions 10
Total Mkt Value (in $ millions) 448

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

Sector Weighting

Basic Materials
Capital Goods 1.36%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 65.72%
Healthcare
Services 15.13%
Technology
Transportation
Utilities

47 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WALKER & DUNLOP INC COM 34,234 28,403 487.18 1,445,678
NELNET INC CL A 28,718 2,342 8.88 681,015
MGIC INVT CORP WIS COM 27,548 4,695 20.54 2,541,297
KENNEDY-WILSON HLDGS INC COM 27,111 5,191 23.68 1,043,537
NET 1 UEPS TECHNOLOGIES INC COM NEW 26,637 -691 (2.53) 1,794,914
ASSURED GUARANTY LTD COM 20,536 -2,106 (9.3) 719,800
FIRST NBC BK HLDG CO COM 19,161 4,301 28.94 553,793
FLAGSTAR BANCORP INC COM PAR .001 18,696 2,755 17.29 1,008,976
FLY LEASING LTD SPONSORED ADR 17,170 -3,453 (16.74) 1,064,469
PHH CORP COM NEW 16,265 -7,314 (31.02) 590,815
POPULAR INC COM NEW 15,672 2,614 20.02 467,122
DISCOVER FINL SVCS COM 15,299 11,032 258.50 256,700
ESSENT GROUP LTD COM 13,993 7,270 108.14 542,981
CITIZENS FINL GROUP INC COM 12,494 12,494 New 465,500
AERCAP HOLDINGS NV SHS 11,875 3,555 42.73 246,310
OFG BANCORP COM 11,824 -1,378 (10.44) 886,354
INVESCO LTD SHS 11,471 11,471 New 282,400
CAPITAL ONE FINL CORP COM 10,811 -9,090 (45.68) 127,026
CONNECTONE BANCORP INC NEW COM 10,523 1,140 12.15 541,284
AVOLON HLDGS LTD COM 9,833 -736 (6.97) 414,014