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) 272

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

Sector Weighting

Basic Materials
Capital Goods 10.12%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 80.01%
Healthcare
Services 1.36%
Technology
Transportation
Utilities

3 Sold Out Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CREDIT ACCEP CORP MICH COM -754 Sold Out 0
JPMORGAN CHASE & CO COM -302 Sold Out 0
SEACOAST BKG CORP FLA COM NEW -14,717 Sold Out 0