KINGSTOWN CAPITAL MANAGEMENT L.P. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 19
New Positions 2
Increased Positions 6
Decreased Positions 6
Positions with Activity 12
Sold Out Positions 3
Total Mkt Value (in $ millions) 579

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

Sector Weighting

Basic Materials
Capital Goods 21.96%
Conglomerates 5.92%
Consumer Cyclical 9.23%
Consumer/Non-Cyclical
Energy 4.41%
Financial 5.18%
Healthcare 2.5%
Services 6.43%
Technology 9.39%
Transportation
Utilities

19 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
AMERICAN HOMES 4 RENT CL A -42,050 Sold Out 0
BARNES & NOBLE INC COM -14,616 Sold Out 0
FOREST CITY ENTERPRISES INC CL A -55,553 Sold Out 0
LIBERTY BROADBAND CORP COM SER A 4,122 New 87,500
LIBERTY BROADBAND CORP COM SER C 8,258 New 175,000
LIBERTY MEDIA CORP DELAWARE CL A 12,415 New 350,000
LIBERTY MEDIA CORP DELAWARE COM SER C 24,808 New 700,000
CITIZENS FINL GROUP INC COM 24,150 24,150 New 1,000,000
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 66,480 -9,972 (13.04) 1,500,000
GENERAL MTRS CO COM 53,472 8,355 18.52 1,600,000
BABCOCK & WILCOX CO NEW COM 54,400 13,600 33.33 2,000,000
SUNCOKE ENERGY INC COM 34,300 New 2,000,000
NAVIENT CORP COM 44,550 -2,970 (6.25) 2,250,000
MCDERMOTT INTL INC TANGIB EQ UNIT 25,550 25,550 New 2,500,000
NATIONAL GEN HLDGS CORP COM 59,768 New 3,250,000
QLT INC COM 14,463 New 3,250,000
GENCORP INC COM 60,760 8,680 16.67 3,500,000
NEWS CORP NEW CL A 61,800 -3,863 (5.88) 4,000,000
OCWEN FINL CORP COM NEW 30,015 20,010 200 4,500,000