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 24
New Positions 1
Increased Positions 7
Decreased Positions 16
Positions with Activity 23
Sold Out Positions 9
Total Mkt Value (in $ millions) 618

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

Sector Weighting

Basic Materials
Capital Goods 26.66%
Conglomerates 7.63%
Consumer Cyclical 6.81%
Consumer/Non-Cyclical
Energy 0%
Financial 4.77%
Healthcare 2.12%
Services 9.95%
Technology 6.92%
Transportation
Utilities

24 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
AMERICAN RLTY CAP PPTYS INC COM -40,235 Sold Out 0
LANDS END INC NEW COM -3,613 Sold Out 0
MCDERMOTT INTL INC COM -4,838 Sold Out 0
NATIONAL OILWELL VARCO INC COM -36,540 Sold Out 0
NOW INC COM -3,689 Sold Out 0
RYMAN HOSPITALITY PPTYS INC COM -29,052 Sold Out 0
SEARS HLDGS CORP COM -9,355 Sold Out 0
VERIZON COMMUNICATIONS INC COM -29,976 Sold Out 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR -41,163 Sold Out 0
BARNES & NOBLE INC COM 12,498 -6,249 (33.33) 600,000
GENERAL MTRS CO COM 42,080 -7,793 (15.63) 1,350,000
BABCOCK & WILCOX CO NEW COM 42,735 -7,123 (14.29) 1,500,000
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 67,103 -10,698 (13.75) 1,725,000
AMERICAN HOMES 4 RENT CL A 43,100 -5,172 (10.71) 2,500,000
NEWS CORP NEW CL A 66,003 -7,765 (10.53) 4,250,000
FOREST CITY ENTERPRISES INC CL A 45,990 -4,088 (8.16) 2,250,000
NAVIENT CORP COM 45,696 45,696 New 2,400,000
QLT INC COM 13,065 New 3,250,000
NATIONAL GEN HLDGS CORP COM 62,286 4,791 8.33 3,250,000
LIBERTY MEDIA CORP DELAWARE COM SER C 32,564 4,652 16.67 700,000