Dark
Light
System
Security
NATIONAL GEN HLDGS CORP COM
NATIONAL GEN HLDGS CORP COM. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 31 Institutional holders with a total value of $266,686,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 KENSICO CAPITAL MANAGEMENT CORP 3,008,000 42,112,000 15.79%
2 KINGSTOWN CAPITAL MANAGEMENT L.P. 3,000,000 42,000,000 15.75%
3 Luxor Capital Group, LP 1,909,600 26,734,000 10.02%
4 Philadelphia Financial Management of San Francisco, LLC 809,000 26,562,000 9.96%
5 BHR Capital LLC 1,500,000 21,000,000 7.87%
6 Anchorage Capital Group, L.L.C. 1,118,801 15,663,000 5.87%
7 Empyrean Capital Partners, LP 955,000 13,370,000 5.01%
8 CORSAIR CAPITAL MANAGEMENT, L.P. 955,000 13,370,000 5.01%
9 AMERICAN FINANCIAL GROUP INC 955,000 13,370,000 5.01%
10 DISCOVERY CAPITAL MANAGEMENT, LLC / CT 750,000 10,500,000 3.94%
11 Talkot Capital, LLC 605,357 8,475,000 3.18%
12 EJF Capital LP 500,000 7,000,000 2.62%
13 Columbus Hill Capital Management, L.P. 482,678 6,757,000 2.53%
14 STATE OF WISCONSIN INVESTMENT BOARD 374,584 5,244,000 1.97%
15 683 Capital Management, LLC 297,500 4,165,000 1.56%
16 MOORE CAPITAL MANAGEMENT, LP 250,000 3,500,000 1.31%
17 DIALECTIC CAPITAL MANAGEMENT, LP 130,000 1,820,000 0.68%
18 BANC FUNDS CO LLC 120,000 1,680,000 0.63%
19 CLOUGH CAPITAL PARTNERS L P 65,000 907,000 0.34%
20 GOLDMAN SACHS GROUP INC 41,818 585,000 0.22%
21 UBS AG 36,050 505,000 0.19%
22 Skylands Capital, LLC 25,000 350,000 0.13%
23 ALPINE WOODS CAPITAL INVESTORS, LLC 20,000 280,000 0.10%
24 VERTEX ONE ASSET MANAGEMENT INC. 19,100 267,000 0.10%
25 GEODE CAPITAL MANAGEMENT, LLC 15,000 210,000 0.08%
26 JPMORGAN CHASE & CO 12,021 168,000 0.06%
27 MORGAN STANLEY 3,835 53,000 0.02%
28 TradeLink Global Equity LLC 1,400 20,000 0.01%
29 DEUTSCHE BANK AG\ 729 10,000 0.00%
30 Tower Research Capital LLC (TRC) 542 8,000 0.00%
31 FIRST MANHATTAN CO. LLC. 100 1,000 0.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.