KINGSTOWN CAPITAL MANAGEMENT L.P. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 25
New Positions 1
Increased Positions 8
Decreased Positions 16
Positions with Activity 24
Sold Out Positions 9
Total Mkt Value (in $ millions) 667

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

Sector Weighting

Basic Materials
Capital Goods 25.22%
Conglomerates 7.2%
Consumer Cyclical 7.04%
Consumer/Non-Cyclical
Energy 0%
Financial 8.01%
Healthcare 2.67%
Services 9.82%
Technology 6.53%
Transportation
Utilities

24 Activity Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NEWS CORP NEW CL A 74,906 -8,813 (10.53) 4,250,000
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 66,154 -10,546 (13.75) 1,725,000
NATIONAL GEN HLDGS CORP COM 60,873 4,683 8.33 3,250,000
GENCORP INC COM 55,290 9,215 20 3,000,000
SUNCOKE ENERGY INC COM 48,020 14,406 42.86 2,000,000
GENERAL MTRS CO COM 46,980 -8,700 (15.63) 1,350,000
FOREST CITY ENTERPRISES INC CL A 46,800 -4,160 (8.16) 2,250,000
AMERICAN HOMES 4 RENT CL A 44,700 -5,364 (10.71) 2,500,000
BABCOCK & WILCOX CO NEW COM 43,575 -7,263 (14.29) 1,500,000
NAVIENT CORP COM 43,056 43,056 New 2,400,000
OCWEN FINL CORP COM NEW 41,910 13,970 50 1,500,000
LIBERTY MEDIA CORP DELAWARE COM SER C 33,929 4,847 16.67 700,000
LIBERTY MEDIA CORP DELAWARE CL A 17,231 2,462 16.67 350,000
BARNES & NOBLE INC COM 14,316 -7,158 (33.33) 600,000
TOWER GROUP INTL LTD COM 11,507 1,558 15.66 5,725,000
AMERICAN RLTY CAP PPTYS INC COM -42,770 Sold Out 0
LANDS END INC NEW COM -2,593 Sold Out 0
MCDERMOTT INTL INC COM -9,000 Sold Out 0
NATIONAL OILWELL VARCO INC COM -43,215 Sold Out 0
NOW INC COM -4,129 Sold Out 0