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

25 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 -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
RYMAN HOSPITALITY PPTYS INC COM -29,850 Sold Out 0
SEARS HLDGS CORP COM -8,700 Sold Out 0
VERIZON COMMUNICATIONS INC COM -29,892 Sold Out 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR -42,925 Sold Out 0
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
LIBERTY MEDIA CORP DELAWARE COM SER C 33,929 4,847 16.67 700,000
GENERAL MTRS CO COM 46,980 -8,700 (15.63) 1,350,000
BABCOCK & WILCOX CO NEW COM 43,575 -7,263 (14.29) 1,500,000
OCWEN FINL CORP COM NEW 41,910 13,970 50 1,500,000
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 66,154 -10,546 (13.75) 1,725,000
SUNCOKE ENERGY INC COM 48,020 14,406 42.86 2,000,000
FOREST CITY ENTERPRISES INC CL A 46,800 -4,160 (8.16) 2,250,000
NAVIENT CORP COM 43,056 43,056 New 2,400,000
AMERICAN HOMES 4 RENT CL A 44,700 -5,364 (10.71) 2,500,000