SECOND CURVE CAPITAL LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 28
New Positions 3
Increased Positions 12
Decreased Positions 13
Positions with Activity 25
Sold Out Positions 3
Total Mkt Value (in $ millions) 242

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

Sector Weighting

Basic Materials
Capital Goods 10.42%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 75.59%
Healthcare
Services 1.32%
Technology
Transportation
Utilities

12 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
REGIONAL MGMT CORP COM 19,255 629 3.38 1,304,520
META FINL GROUP INC COM 17,461 1,407 8.76 439,494
NEW HOME CO INC COM 14,926 3,760 33.68 935,802
STONEGATE MTG CORP COM 9,808 947 10.69 906,443
FIRST ACCEPTANCE CORP COM 7,804 634 8.85 3,224,807
FIRST MARBLEHEAD CORP COM NEW 7,278 187 2.64 1,168,161
SERVISFIRST BANCSHARES INC COM 5,870 2,084 55.05 177,939
ZIONS BANCORPORATION WT EXP 052220 2,882 38 1.35 751,225
FIRST UTD CORP COM 2,615 46 1.78 286,086
PRA GROUP INC COM 380 380 New 7,000
NICHOLAS FINANCIAL INC COM NEW 210 210 New 15,000
WALTER INVT MGMT CORP COM 162 162 New 10,000


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