WALTHAUSEN & CO., LLC Information

2691 ROUTE 9, SUITE 102, MALTA, New York, 12020, (518) 371-3450

Report Date: 06/30/2014

Position Statistics

Total Positions 134
New Positions 22
Increased Positions 79
Decreased Positions 49
Positions with Activity 128
Sold Out Positions 16
Total Mkt Value (in $ millions) 1,331

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

Sector Weighting

Basic Materials 11.47%
Capital Goods 10.11%
Conglomerates
Consumer Cyclical 9%
Consumer/Non-Cyclical 5.05%
Energy 9.01%
Financial 21.97%
Healthcare 4%
Services 10.59%
Technology 17.11%
Transportation 1.05%
Utilities

79 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DELUXE CORP COM 27,137 173 .64 456,850
DARLING INGREDIENTS INC COM 26,583 3,175 13.56 1,360,426
CONVERSANT INC COM 23,260 23,260 New 862,440
VISHAY INTERTECHNOLOGY INC COM 23,103 668 2.98 1,489,584
STANDEX INTL CORP COM 22,510 2,378 11.82 311,082
PRIMERICA INC COM 22,354 4,422 24.66 454,075
SANMINA CORPORATION COM 21,594 4,399 25.58 899,750
CABOT MICROELECTRONICS CORP COM 21,053 377 1.82 488,126
KEMPER CORP DEL COM 21,051 2,681 14.60 583,783
BLOUNT INTL INC NEW COM 20,948 1,180 5.97 1,314,199
STEELCASE INC CL A 20,622 20,622 New 1,289,690
HANCOCK HLDG CO COM 20,605 13,586 193.56 629,740
HORACE MANN EDUCATORS CORP NEW COM 19,634 453 2.36 660,183
CAPELLA EDUCATION COMPANY COM 19,477 83 .43 285,800
FIRST FINL BANKSHARES COM 19,316 553 2.95 648,834
KAISER ALUMINUM CORP COM PAR $0.01 19,065 532 2.87 239,690
CAMBREX CORP COM 18,815 3,554 23.29 862,304
WILLIAMS CLAYTON ENERGY INC COM 18,751 18,751 New 160,180
HEXCEL CORP NEW COM 18,740 731 4.06 488,774
EAGLE BANCORP INC MD COM 18,238 3,116 20.60 534,220


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