TINICUM INC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 12
New Positions 1
Increased Positions 3
Decreased Positions 3
Positions with Activity 6
Sold Out Positions 2
Total Mkt Value (in $ millions) 175

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

Sector Weighting

Basic Materials 6.55%
Capital Goods 23.56%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0%
Energy 23.24%
Financial
Healthcare
Services 5.84%
Technology 3.46%
Transportation
Utilities

12 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 65,197 New 2,321,000
FORUM ENERGY TECHNOLOGIES INC COM 40,587 New 2,666,666
BREEZE EASTERN CORP COM 39,640 New 3,303,373
NEWPORT CORP COM 10,485 406 4.03 645,220
INSPERITY INC COM 10,202 New 203,800
VEECO INSTRS INC DEL COM 4,797 New 184,555
IPG PHOTONICS CORP COM 1,250 324 35 13,500
LMI AEROSPACE INC COM 1,003 New 100,000
UNIVERSAL STAINLESS & ALLOY COM 957 -332 (25.75) 69,540
KENNAMETAL INC COM 497 497 New 15,000
OMEGA PROTEIN CORP COM -1,648 Sold Out 0
VISHAY PRECISION GROUP INC COM -7,588 Sold Out 0