SECOND CURVE CAPITAL LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 30
New Positions 5
Increased Positions 12
Decreased Positions 16
Positions with Activity 28
Sold Out Positions 4
Total Mkt Value (in $ millions) 303

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

Sector Weighting

Basic Materials
Capital Goods 10.19%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 83.85%
Healthcare
Services 1.44%
Technology
Transportation
Utilities

5 New Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
STONEGATE MTG CORP COM 8,189 8,189 New 590,000
NEW HOME CO INC COM 3,985 3,985 New 278,700
SERVISFIRST BANCSHARES INC COM 1,511 1,511 New 52,500
CREDIT ACCEP CORP MICH COM 687 687 New 5,000
JPMORGAN CHASE & CO COM 290 290 New 5,000