TFS CAPITAL LLC Information

10 N. HIGH STREET, WEST CHESTER, Pennsylvania, 19380, (888) 837-4446

Report Date: 12/31/2014

Position Statistics

Total Positions 1,359
New Positions 357
Increased Positions 603
Decreased Positions 755
Positions with Activity 1,358
Sold Out Positions 404
Total Mkt Value (in $ millions) 1,106

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

Sector Weighting

Basic Materials 4.36%
Capital Goods 3.54%
Conglomerates 1.72%
Consumer Cyclical 4.69%
Consumer/Non-Cyclical 1.61%
Energy 3.86%
Financial 14.26%
Healthcare 19.24%
Services 19.97%
Technology 17.68%
Transportation 2.18%
Utilities 0.82%

603 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CAMBREX CORP COM 14,050 9,204 189.93 326,973
HYPERION THERAPEUTICS INC COM 10,052 640 6.80 218,664
ISLE OF CAPRI CASINOS INC COM 8,037 3,561 79.55 541,182
MERGE HEALTHCARE INC COM 7,653 3,691 93.15 1,267,114
AMKOR TECHNOLOGY INC COM 7,498 3,844 105.21 922,280
COVENANT TRANSN GROUP INC CL A 7,394 3,958 115.16 223,055
SEAWORLD ENTMT INC COM 6,793 3,686 118.64 316,097
UNITED ONLINE INC COM NEW 6,715 5,555 478.68 384,373
MERRIMACK PHARMACEUTICALS INC COM 6,389 6,389 New 476,105
TOWER INTL INC COM 6,119 718 13.29 227,042
AMICUS THERAPEUTICS INC COM 6,017 870 16.90 491,191
MOLINA HEALTHCARE INC COM 5,909 1,246 26.73 92,549
EPLUS INC COM 5,804 2,049 54.57 67,213
CALLAWAY GOLF CO COM 5,718 4,217 281.12 578,110
SUPERNUS PHARMACEUTICALS INC COM 5,690 4,279 303.37 413,512
SUCAMPO PHARMACEUTICALS INC CL A 5,477 5,477 New 259,677
GENERAL COMMUNICATION INC CL A 5,463 1,162 27.00 324,386
OVERSTOCK COM INC DEL COM 5,171 5,171 New 200,521
IMPAX LABORATORIES INC COM 5,145 5,145 New 103,843
MERITOR INC COM 5,144 52 1.02 410,513