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) 244

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

Sector Weighting

Basic Materials
Capital Goods 9.6%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 76.56%
Healthcare
Services 1.23%
Technology
Transportation
Utilities

3 New Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PRA GROUP INC COM 395 395 New 7,000
NICHOLAS FINANCIAL INC COM NEW 200 200 New 15,000
WALTER INVT MGMT CORP COM 178 178 New 10,000


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