T2 PARTNERS MANAGEMENT, LP Information

CARNEGIE HALL TOWER, NEW YORK, New York, 10019, (212) 277-5606

Report Date: 03/31/2014

Position Statistics

Total Positions 21
New Positions 3
Increased Positions 6
Decreased Positions 14
Positions with Activity 20
Sold Out Positions 2
Total Mkt Value (in $ millions) 65

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

Sector Weighting

Basic Materials 6.53%
Capital Goods 7.26%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical
Energy
Financial 22.39%
Healthcare
Services 34.07%
Technology 9.45%
Transportation 6.1%
Utilities

21 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HOWARD HUGHES CORP COM 8,886 -369 (3.99) 58,218
PLATFORM SPECIALTY PRODS CORP COM 5,919 5,919 New 227,400
BERKSHIRE HATHAWAY INC DEL CL B NEW 4,907 -1,359 (21.69) 38,231
AVIS BUDGET GROUP COM 4,661 -194 (4) 77,691
AIR PRODS & CHEMS INC COM 4,223 -171 (3.89) 31,242
AMERICAN INTL GROUP INC COM NEW 4,065 -2,015 (33.14) 73,690
MICRON TECHNOLOGY INC COM 3,833 445 13.12 113,120
HERTZ GLOBAL HOLDINGS INC COM 3,688 -148 (3.87) 129,550
DELTA AIR LINES INC DEL COM NEW 3,228 373 13.07 84,800
GOLDMAN SACHS GROUP INC COM 2,840 -118 (3.99) 16,110
CITIGROUP INC COM NEW 2,676 -111 (4) 53,426
SPARK NETWORKS INC COM 2,666 323 13.77 441,319
BOEING CO COM 2,392 -96 (3.87) 19,226
SODASTREAM INTERNATIONAL LTD USD SHS 2,309 2,309 New 73,000
MAGICJACK VOCALTEC LTD SHS 2,281 -36 (1.54) 162,460
NETFLIX INC COM 2,146 -634 (22.82) 5,044
PROMOTORA DE INFORMACIONES SA ADR CL A SHS 2,132 -1,591 (42.74) 1,121,961
AMERICAN AIRLS GROUP INC COM 1,138 New 27,000
UNITED CONTL HLDGS INC COM 719 719 New 16,000
DECKERS OUTDOOR CORP COM -3,505 Sold Out 0