| Quarter Ending 12/31/2009 | Back to the Enlightened American Website | ||||||||
| Eagle Value Partners (Meryl Witmer) | |||||||||
| ***** NEW POSITIONS TAKEN | |||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value |
| N/A | N/A | COMPASS MINERALS INTL INC | 74,800 | $67.19 | $5,026,000 | ||||
| N/A | N/A | LIBERTY MEDIA LIB STAR COM A | 9,000 | $46.11 | $415,000 | ||||
| N/A | N/A | STEWART INFORMATION SVCS COR | 500,777 | $11.28 | $5,649,000 | ||||
| ***** SOLD OFF | |||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value |
| N/A | N/A | VALEANT PHARMACEUTICALS INTL | 57,100 | $28.06 | $1,602,000 | ||||
| ***** HOLD POSITIONS | |||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value |
| 0.00% | 15.56% | HASBRO INC | 25,000 | 25,000 | $32.08 | $27.76 | $802,000 | $694,000 | |
| 0.00% | -22.51% | HUNTINGTON BANCSHARES INC | 100,000 | 100,000 | $3.65 | $4.71 | $365,000 | $471,000 | |
| 0.00% | -35.30% | SEACOAST BKG CORP FLA | 496,700 | 496,700 | $1.63 | $2.52 | $810,000 | $1,252,000 | |
| ***** AUGMENTED POSITIONS | |||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value |
| 465.35% | 0.51% | 576,732 | E TRADE FINANCIAL CORP | 700,668 | 123,936 | $1.76 | $1.75 | $1,233,000 | $217,000 |
| 16.56% | 6.33% | 5,000 | KERYX BIOPHARMACEUTICALS INC | 35,186 | 30,186 | $2.50 | $2.35 | $88,000 | $71,000 |
| 178.94% | 45.41% | 117,385 | ALTISOURCE PORTFOLIO SOLNS S | 182,985 | 65,600 | $20.99 | $14.44 | $3,841,000 | $947,000 |
| ***** REDUCED POSITIONS | |||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value |
| -7.84% | 2.30% | -2,543 | FIRST AMERN CORP CALIF | 29,900 | 32,443 | $33.11 | $32.36 | $990,000 | $1,050,000 |
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