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

21 Activity 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
GENCORP INC COM 43,025 12,908 42.86 2,500,000
PHH CORP COM NEW 36,585 -6,098 (14.29) 1,500,000
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
BARNES & NOBLE INC COM 14,733 2,456 20 900,000
FIDELITY NATIONAL FINANCIAL IN CL A 7,195 -450 (5.88) 229,936
FOREST CITY ENTERPRISES INC CL A 3,271 3,271 New 175,000
GENERAL MTRS CO WT EXP 071016 116 116 New 4,806
GENERAL MTRS CO WT EXP 071019 79 79 New 4,806
BLYTH INC COM NEW -732 Sold Out 0