UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: March 31, 2013
Check here if Amendment [ ]; Amendment Number:
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Firefly Value Partners, LP
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Address: 551 Fifth Avenue, 36th Floor
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New York, NY 10176
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Form 13F File Number: 028-13676
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The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Daniel Jemal
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Title: Chief Financial Officer
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Phone: (212) 672-9600
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Signature, Place, and Date of Signing:
/s/ Daniel Jemal New York, NY May 15, 2013
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[Signature] [City, State] [Date]
Report Type (Check only one.):
[X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager
are reported in this report.)
[ ] 13F NOTICE. (Check here if no holdings reported are in this report, and
all holdings are reported by other reporting manager(s).)
[ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this
reporting manager are reported in this report and a portion are reported
by other reporting manager(s).)
FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: NONE
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Form 13F Information Table Entry Total: 46
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Form 13F Information Table Value Total: 796,028
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(thousands)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all
institutional investment managers with respect to which this report is filed,
other than the manager filing this report. NONE.
Form 13F INFORMATION TABLE
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
------------------------ -------------- --------- -------- ---------------------- ---------- -------- ----------------
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
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ALLIANCE BANCORP PA NEW COM 01890A108 6,637 497,127 SH SOLE N/A 497,127
ADVANCED MICRO DEVICES COM 007903907 4,080 1,600,000 CALL SOLE N/A
AFFYMAX INC COM 00826A109 1,009 733,700 SH SOLE N/A 733,700
AMERICAN INTL GROUP INC COM NEW 026874784 42,778 1,101,950 SH SOLE N/A 1,101,950
ASB BANCORP INC N C COM 00213T109 8,185 481,770 SH SOLE N/A 481,770
ASML HOLDING N V NY REGISTRY SHS N07059210 62,527 919,650 SH SOLE N/A 919,650
BANK OF AMERICA CORP *W EXP
01/16/2019 060505146 37,942 6,656,475 SH SOLE N/A 6,656,475
CAMCO FINL CORP COM 132618109 3,985 1,148,547 SH SOLE N/A 1,148,547
COMERICA INC COM 200340107 15,570 433,114 SH SOLE N/A 433,114
COMERICA INC *W EXP
11/14/2018 200340115 23,547 2,275,037 SH SOLE N/A 2,275,037
DEX ONE CORP COM 25212W100 86 50,000 SH SOLE N/A 50,000
EDUCATION MGMT CORP COM 28140M103 130 35,300 SH SOLE N/A 35,300
ENSCO PLC SHS CLASS A G3157S106 47,363 789,375 SH SOLE N/A 789,375
FEDFIRST FINL CORP NEW COM 31429C101 2,645 149,010 SH SOLE N/A 149,010
FIRST CONN BANCRP INC MD COM 319850103 305 20,700 SH SOLE N/A 20,700
FIRST FINL NORTHWEST IN COM 32022K102 1,686 215,937 SH SOLE N/A 215,937
FRANKLIN FINL CORP VA COM 35353C102 6,935 380,000 SH SOLE N/A 380,000
FS BANCORP INC COM 30263Y104 4,108 259,200 SH SOLE N/A 259,200
GEORGETOWN BANC INC MD COM 372591107 440 32,000 SH SOLE N/A 32,000
GOLDMAN SACHS GROUP INC COM 38141G954 38,259 260,000 PUT SOLE N/A 260,000
GROUP 1 AUTOMOTIVE INC COM 398905109 24,903 414,565 SH SOLE N/A 414,565
HAMILTON BANCORP INC MD COM 407015106 1,359 98,924 SH SOLE N/A 98,924
HOME BANCORP INC COM 43689E107 12,098 650,060 SH SOLE N/A 650,060
HOME FED BANCORP INC MD COM 43710G105 17,543 1,370,547 SH SOLE N/A 1,370,547
HOME FED BANCORP LA NEW COM 43708L108 1,162 65,471 SH SOLE N/A 65,471
HUNTINGTON INGALLS INDS COM 446413106 48,006 900,171 SH SOLE N/A 900,171
IF BANCORP INC COM 44951J105 3,083 202,196 SH SOLE N/A 202,196
JPMORGAN CHASE & CO COM 46625H950 35,239 742,500 PUT SOLE N/A 742,500
KEYCORP NEW COM 493267908 12,524 1,257,400 CALL SOLE N/A
LDK SOLAR CO LTD COM 50183L957 221 200,500 PUT SOLE N/A 200,500
LOUISIANA BANCORP NEW COM 54619P104 1,056 61,697 SH SOLE N/A 61,697
MORGAN STANLEY COM 617446958 43,960 2,000,000 PUT SOLE N/A 2,000,000
NAUGATUCK VY FINL MD COM 63906P107 4,817 686,225 SH SOLE N/A 686,225
NOBLE CORPORATION BAAR NAMEN -AKT H5833N103 61,355 1,608,255 SH SOLE N/A 1,608,255
POAGE BANKSHARES INC COM 730206109 1,011 67,627 SH SOLE N/A 67,627
Form 13F INFORMATION TABLE
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
------------------------ -------------- --------- -------- ---------------------- ---------- -------- ----------------
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
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POLONIA BANCORP INC MD COM 73158Q109 809 90,526 SH SOLE N/A 90,526
REGIONS FINL CORP NEW COM 7591EP100 51,402 6,276,211 SH SOLE N/A 6,276,211
SANOFI SPONSORED ADR 80105N105 39,667 776,563 SH SOLE N/A 776,563
SIMPLICITY BANCORP COM 828867101 6,943 461,922 SH SOLE N/A 461,922
SOUND FINL BANCORP INC COM 83607A100 570 45,000 SH SOLE N/A 45,000
SP BANCORP INC COM 78468K106 2,553 138,000 SH SOLE N/A 138,000
SUPERVALU INC COM 868536103 9,239 1,833,101 SH SOLE N/A 1,833,101
TECH DATA CORP COM 878237106 46,494 1,019,825 SH SOLE N/A 1,019,825
WABCO HLDGS INC COM 92927K102 22,021 311,957 SH SOLE N/A 311,957
WELLS FARGO & CO NEW *W EXP
10/28/2018 949746119 35,153 2,929,384 SH SOLE N/A 2,929,384
WOLVERINE BANCORP INC COM 977880103 4,623 245,764 SH SOLE N/A 245,764