TINICUM INC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 14
New Positions 2
Increased Positions 3
Decreased Positions 2
Positions with Activity 5
Sold Out Positions 1
Total Mkt Value (in $ millions) 156

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

Sector Weighting

Basic Materials 6.39%
Capital Goods 22.79%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.34%
Energy 57.19%
Financial
Healthcare
Services 3.14%
Technology 10.15%
Transportation
Utilities

14 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FORUM ENERGY TECHNOLOGIES INC COM 89,253 New 2,666,666
BREEZE EASTERN CORP COM 33,817 New 3,303,373
VISHAY PRECISION GROUP INC COM 8,527 New 542,419
NEWPORT CORP COM 6,661 4,758 250 350,000
VEECO INSTRS INC DEL COM 6,544 -4,323 (39.78) 184,555
INSPERITY INC COM 4,908 4,908 New 163,100
UNIVERSAL STAINLESS & ALLOY COM 3,318 New 104,607
LMI AEROSPACE INC COM 1,507 New 100,000
IPG PHOTONICS CORP COM 693 New 10,000
OMEGA PROTEIN CORP COM 434 434 New 28,655
ARTS WAY MFG INC COM 244 New 46,000
ALICO INC COM 96 New 2,500
KULICKE & SOFFA INDS INC COM 75 New 5,000
GSI GROUP INC CDA NEW COM NEW -1,498 Sold Out 0