KINGSTOWN CAPITAL MANAGEMENT L.P. Information

100 PARK AVENUE, 21ST FLOOR, NEW YORK, New York, 10017, (212) 319-1309

Report Date: 12/31/2013

Position Statistics

Total Positions 25
New Positions 5
Increased Positions 14
Decreased Positions 7
Positions with Activity 21
Sold Out Positions 2
Total Mkt Value (in $ millions) 724

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

Sector Weighting

Basic Materials
Capital Goods 15.7%
Conglomerates 6.05%
Consumer Cyclical 7.09%
Consumer/Non-Cyclical 0%
Energy 4.51%
Financial 10.4%
Healthcare 2.66%
Services 26.23%
Technology 13.23%
Transportation
Utilities

25 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NEWS CORP NEW CL A 75,960 1,688 2.27 4,500,000
BABCOCK & WILCOX CO NEW COM 60,714 13,492 28.57 1,800,000
GENERAL MTRS CO COM 51,150 180 .35 1,505,287
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 51,013 7,288 16.67 1,750,000
AMERICAN RLTY CAP PPTYS INC COM 46,515 46,515 New 3,500,000
SUNCOKE ENERGY INC COM 43,800 -13,140 (23.08) 2,000,000
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 43,188 New 1,199,990
GENCORP INC COM 43,025 12,908 42.86 2,500,000
RYMAN HOSPITALITY PPTYS INC COM 39,296 New 850,000
PHH CORP COM NEW 36,585 -6,098 (14.29) 1,500,000
MARVELL TECHNOLOGY GROUP LTD ORD 35,123 New 2,250,000
MCDERMOTT INTL INC COM 32,633 32,633 New 4,750,000
E TRADE FINANCIAL CORP COM NEW 31,560 -18,309 (36.71) 1,500,000
LIBERTY MEDIA CORP DELAWARE CL A 31,190 3,119 11.11 250,000
AMERICAN HOMES 4 RENT CL A 26,400 4,800 22.22 1,650,000
QLT INC COM 19,240 592 3.18 3,250,000
GENERAL DYNAMICS CORP COM 16,359 -10,906 (40) 150,000
VERIZON COMMUNICATIONS INC COM 15,022 New 315,597
BARNES & NOBLE INC COM 14,733 2,456 20 900,000
FIDELITY NATIONAL FINANCIAL IN CL A 7,195 -450 (5.88) 229,936