TINICUM INC Information

800 THIRD AVENUE, NEW YORK, New York, 10022, (212) 446-9300

Report Date: 09/30/2014

Position Statistics

Total Positions 13
New Positions 0
Increased Positions 3
Decreased Positions 0
Positions with Activity 3
Sold Out Positions 0
Total Mkt Value (in $ millions) 113

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

Sector Weighting

Basic Materials 10.76%
Capital Goods 31.08%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.67%
Energy 36.04%
Financial
Healthcare
Services 7.7%
Technology 13.75%
Transportation
Utilities

13 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FORUM ENERGY TECHNOLOGIES INC COM 40,827 New 2,666,666
BREEZE EASTERN CORP COM 33,529 New 3,303,373
NEWPORT CORP COM 9,800 3,203 48.55 519,920
VISHAY PRECISION GROUP INC COM 9,172 New 542,419
INSPERITY INC COM 8,719 1,741 24.95 203,800
VEECO INSTRS INC DEL COM 5,577 New 184,555
UNIVERSAL STAINLESS & ALLOY COM 2,388 New 104,607
LMI AEROSPACE INC COM 1,449 New 100,000
IPG PHOTONICS CORP COM 747 New 10,000
OMEGA PROTEIN CORP COM 638 328 105.90 59,000
ARTS WAY MFG INC COM 224 New 46,000
ALICO INC COM 126 New 2,500
KULICKE & SOFFA INDS INC COM 79 New 5,000