WHIPPOORWILL ASSOCIATES, INC. Information

11 MARTINE AVENUE, WHITE PLAINS, New York, 10606, (914) 683-1002

Report Date: 03/31/2014

Position Statistics

Total Positions 8
New Positions 0
Increased Positions 4
Decreased Positions 2
Positions with Activity 6
Sold Out Positions 1
Total Mkt Value (in $ millions) 132

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

Sector Weighting

Basic Materials
Capital Goods 66.72%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 4.49%
Financial
Healthcare
Services 18%
Technology 4.07%
Transportation
Utilities

8 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
U S CONCRETE INC COM NEW 75,844 New 2,971,955
PROGRESSIVE WASTE SOLUTIONS LT COM 12,182 74 .62 491,031
EAGLE MATERIALS INC COM 11,890 New 125,622
CASELLA WASTE SYS INC CL A 11,486 617 5.68 2,383,031
PLY GEM HLDGS INC COM 8,851 1,029 13.16 1,001,259
SANDRIDGE ENERGY INC COM 5,899 -156 (2.58) 943,791
KEMET CORP COM NEW 5,348 2,197 69.74 1,058,959
CAMBIUM LEARNING GRP INC COM -95 Sold Out 0