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

3 Sold Out Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FIRST SEC GROUP INC COM NEW -233 Sold Out 0
HILLTOP HOLDINGS INC COM -583 Sold Out 0
OCWEN FINL CORP COM NEW -4,551 Sold Out 0