SECOND CURVE CAPITAL LLC Information

237 PARK AVENUE, NEW YORK, New York, 10017, (646) 563-7635

Report Date: 09/30/2014

Position Statistics

Total Positions 28
New Positions 2
Increased Positions 12
Decreased Positions 12
Positions with Activity 24
Sold Out Positions 3
Total Mkt Value (in $ millions) 285

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

Sector Weighting

Basic Materials
Capital Goods 8.95%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 81.48%
Healthcare
Services 1.21%
Technology
Transportation
Utilities

12 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NEWSTAR FINANCIAL INC COM 49,993 166 .33 3,958,289
BANCORP INC DEL COM 30,630 3,061 11.10 2,851,995
CONSUMER PORTFOLIO SVCS INC COM 16,253 3,952 32.13 2,138,538
META FINL GROUP INC COM 14,215 1,251 9.65 404,079
BEAZER HOMES USA INC COM NEW 11,195 1,211 12.13 600,886
STONEGATE MTG CORP COM 10,114 2,827 38.80 818,943
NEW HOME CO INC COM 10,004 6,021 151.18 700,042
OCWEN FINL CORP COM NEW 7,899 86 1.10 551,601
FIRST ACCEPTANCE CORP COM 7,407 696 10.36 2,962,740
SERVISFIRST BANCSHARES INC COM 3,698 2,006 118.59 114,762
HILLTOP HOLDINGS INC COM 601 601 New 30,000
BANK AMER CORP COM 360 360 New 20,000


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