STONEHILL CAPITAL MANAGEMENT LLC Information

885 THIRD AVE, NEW YORK, New York, 10022, (212) 739-7474

Report Date: 03/31/2014

Position Statistics

Total Positions 11
New Positions 3
Increased Positions 4
Decreased Positions 3
Positions with Activity 7
Sold Out Positions 0
Total Mkt Value (in $ millions) 257

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

Sector Weighting

Basic Materials 0.12%
Capital Goods 71.92%
Conglomerates
Consumer Cyclical 10.73%
Consumer/Non-Cyclical
Energy
Financial 16.5%
Healthcare
Services
Technology
Transportation
Utilities

11 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WCI CMNTYS INC COM PAR $0.01 119,382 New 6,595,676
LUXFER HLDGS PLC SPONSORED ADR 46,024 -13,526 (22.71) 2,415,982
AMERICAN INTL GROUP INC COM NEW 30,676 New 575,000
DELPHI AUTOMOTIVE PLC SHS 20,407 New 300,323
VISTEON CORP COM NEW 13,653 -14,306 (51.17) 140,912
MGIC INVT CORP WIS COM 11,745 783 7.14 1,500,000
DANA HLDG CORP COM 7,179 New 314,200
AMERICAN WOODMARK CORP COM 5,891 New 198,145
NEW HOME CO INC COM 1,073 1,073 New 82,624
CONTINENTAL BLDG PRODS INC COM 838 838 New 64,103
VERSO PAPER CORP COM 305 305 New 97,836