T2 PARTNERS MANAGEMENT, LP Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 37
New Positions 5
Increased Positions 7
Decreased Positions 28
Positions with Activity 35
Sold Out Positions 18
Total Mkt Value (in $ millions) 61

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

Sector Weighting

Basic Materials 6.12%
Capital Goods 3.99%
Conglomerates
Consumer Cyclical 5.12%
Consumer/Non-Cyclical
Energy
Financial 26.97%
Healthcare 0%
Services 36.84%
Technology 8.55%
Transportation 3.99%
Utilities

37 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HOWARD HUGHES CORP COM 8,557 -308 (3.48) 60,638
BERKSHIRE HATHAWAY INC DEL CL B NEW 5,942 -195 (3.18) 48,822
AMERICAN INTL GROUP INC COM NEW 5,445 -3,225 (37.2) 110,217
AVIS BUDGET GROUP COM 3,888 334 9.40 80,924
PROMOTORA DE INFORMACIONES SA ADR CL B CONV 3,783 -544 (12.57) 1,112,714
AIR PRODS & CHEMS INC COM 3,743 -287 (7.13) 32,505
HERTZ GLOBAL HOLDINGS INC COM 3,527 359 11.34 134,765
DECKERS OUTDOOR CORP COM 3,130 -877 (21.89) 41,119
MAGICJACK VOCALTEC LTD SHS 3,112 3,112 New 165,000
GOLDMAN SACHS GROUP INC COM 2,563 New 16,780
CITIGROUP INC COM NEW 2,542 New 55,650
IRIDIUM COMMUNICATIONS INC COM 2,458 -80 (3.17) 346,224
BOEING CO COM 2,441 2,441 New 20,000
DELTA AIR LINES INC DEL COM NEW 2,439 2,439 New 75,000
NETFLIX INC COM 2,135 -70 (3.16) 6,535
MICRON TECHNOLOGY INC COM 2,113 2,113 New 100,000
SPARK NETWORKS INC COM 1,963 -323 (14.13) 387,919
AMERICAN AIRLS GROUP INC COM 909 909 New 27,000
PROMOTORA DE INFORMACIONES SA ADR CL A SHS 456 -203 (30.8) 204,624
AMERICAN INTL GROUP INC WT EXP 011921 -530 Sold Out 0