Firefly Value Partners

Firefly Value Partners as of Sept. 30, 2012

Portfolio Holdings for Firefly Value Partners

Firefly Value Partners holds 10 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sears Holdings Corp 8 24.1 $1.6M 28k 55.49
Home Fed Bancorp La New C om 4 17.9 $1.2M 66k 17.86
Louisiana Bancorp New C om 5 15.2 $990k 62k 16.05
Poage Bankshares Inc C om 7 12.8 $833k 68k 12.32
Heritage Finl Group 8.8 $574k 44k 13.15
Sound Finl Bancorp Inc C om 8 7.0 $456k 45k 10.13
Georgetown Banc Inc Md C om 3 5.4 $352k 32k 11.00
First Conn Bancrp Inc Md C om 3 4.3 $280k 21k 13.53
Supermedia 3.5 $229k 86k 2.66
Sears Hldgs Corp Right 10/ 08/2012 8 1.2 $77k 28k 2.71