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) 665

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

Sector Weighting

Basic Materials
Capital Goods 25.19%
Conglomerates 7.2%
Consumer Cyclical 7.07%
Consumer/Non-Cyclical
Energy 0%
Financial 7.96%
Healthcare 2.72%
Services 9.68%
Technology 6.61%
Transportation
Utilities

25 Positions as of 06/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AMERICAN HOMES 4 RENT CL A 45,200 -5,424 (10.71) 2,500,000
FOREST CITY ENTERPRISES INC CL A 46,575 -4,140 (8.16) 2,250,000
LIBERTY MEDIA CORP DELAWARE CL A 17,007 2,430 16.67 350,000
NEWS CORP NEW CL A 74,885 -8,810 (10.53) 4,250,000
AMERICAN RLTY CAP PPTYS INC COM -42,705 Sold Out 0
BABCOCK & WILCOX CO NEW COM 43,950 -7,325 (14.29) 1,500,000
BARNES & NOBLE INC COM 13,746 -6,873 (33.33) 600,000
GENCORP INC COM 55,500 9,250 20 3,000,000
GENERAL MTRS CO COM 47,048 -8,713 (15.63) 1,350,000
LANDS END INC NEW COM -2,611 Sold Out 0
MCDERMOTT INTL INC COM -9,388 Sold Out 0
NATIONAL GEN HLDGS CORP COM 60,938 4,688 8.33 3,250,000
NATIONAL OILWELL VARCO INC COM -42,455 Sold Out 0
NAVIENT CORP COM 42,264 42,264 New 2,400,000
NOW INC COM -4,116 Sold Out 0
QLT INC COM 18,103 New 3,250,000
RYMAN HOSPITALITY PPTYS INC COM -29,520 Sold Out 0
SEARS HLDGS CORP COM -8,668 Sold Out 0
SUNCOKE ENERGY INC COM 47,900 14,370 42.86 2,000,000
TOWER GROUP INTL LTD COM 11,221 1,519 15.66 5,725,000