SECOND CURVE CAPITAL LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 31
New Positions 2
Increased Positions 17
Decreased Positions 11
Positions with Activity 28
Sold Out Positions 6
Total Mkt Value (in $ millions) 360

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

Sector Weighting

Basic Materials
Capital Goods 13.73%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 81.49%
Healthcare
Services 1.48%
Technology
Transportation
Utilities

2 New Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
JPMORGAN CHASE & CO WT EXP 102818 3,448 3,448 New 175,000
MERITAGE HOMES CORP COM 1,186 1,186 New 30,000