SECOND CURVE CAPITAL LLC Information

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

Report Date: 03/31/2013

Position Statistics:

Total Positions 28
New Positions 2
Increased Positions 13
Decreased Positions 9
Positions with Activity 22
Sold Out Positions 4
Total Mkt Value
(in $ millions)
397

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 100%
Healthcare
Services
Technology
Transportation
Utilities

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

28 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
BANCORP INC DEL COM 38,174 519 1.38 2,794,586
BANK OF AMERICA CORPORATION WT EXP 011619 53,133 9,276 21.15 8,959,953
BANK OF AMERICA CORPORATION WT EXP 102818 585 New 741,000
BANNER CORP COM NEW -24,687 Sold Out 0
BOFI HLDG INC COM 775 New 19,175
CAPITAL CITY BK GROUP INC COM 5,756 -257 (4.28) 500,983
CITIGROUP INC COM NEW 8,720 8,720 New 169,000
EVERBANK FINL CORP COM 17,494 -3,067 (14.92) 1,066,735
FIRST ACCEPTANCE CORP COM 1,099 390 54.94 807,952
FIRST BANCORP P R COM NEW 6,230 6,230 New 1,000,000
FIRST OPPORTUNITY FD INC COM 85 New 10,000
FIRST UTD CORP COM 1,515 90 6.32 186,830
HILLTOP HOLDINGS INC COM -9,042 Sold Out 0
MERCANTILE BANK CORP COM -3,182 Sold Out 0
NEWSTAR FINANCIAL INC COM 54,327 2,225 4.27 4,573,016
OCWEN FINL CORP COM NEW 886 New 20,000
OFG BANCORP COM 30,941 4,922 18.92 1,760,000
POPULAR INC COM NEW 16,808 2,292 15.79 550,000
PRIMUS GUARANTY LTD SHS 38,335 3,167 9.01 3,758,335
REGIONS FINL CORP NEW COM -2,791 Sold Out 0

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