T2 PARTNERS MANAGEMENT, LP Information

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

Report Date: 03/31/2013

Position Statistics:

Total Positions 76
New Positions 17
Increased Positions 29
Decreased Positions 40
Positions with Activity 69
Sold Out Positions 18
Total Mkt Value
(in $ millions)
108

Sector Weighting

Basic Materials 1.93%
Capital Goods 0.32%
Conglomerates
Consumer Cyclical 7.19%
Consumer/Non-Cyclical 0.23%
Energy 0.72%
Financial 34.72%
Healthcare 0.08%
Services 39.26%
Technology 13.35%
Transportation 0%
Utilities

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

69 Activity Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AMERICAN INTL GROUP INC COM NEW 13,643 2,647 24.08 303,444
HOWARD HUGHES CORP COM 8,476 -810 (8.72) 78,479
BERKSHIRE HATHAWAY INC DEL CL B NEW 8,023 -3,301 (29.15) 71,186
FIRST AMERN FINL CORP COM 4,209 797 23.37 166,546
NETFLIX INC COM 3,764 -8,200 (68.54) 15,875
CITIGROUP INC COM NEW 3,718 -1,824 (32.92) 71,962
APPLE INC COM 3,570 -1,183 (24.89) 8,121
COINSTAR INC COM 3,512 585 20 60,000
GOLDMAN SACHS GROUP INC COM 3,346 -1,980 (37.18) 20,819
DECKERS OUTDOOR CORP COM 3,317 3,317 New 60,881
COACH INC COM 3,189 3,189 New 53,500
IRIDIUM COMMUNICATIONS INC COM 3,175 -823 (20.58) 430,192
BLUCORA INC COM 3,085 1,556 101.77 171,500
DELIA'S INC NEW COM 2,939 -389 (11.69) 2,968,436
KOHLS CORP COM 2,879 1,047 57.14 55,000
E M C CORP MASS COM 2,651 844 46.67 110,000
WESTERN DIGITAL CORP COM 2,429 -1,366 (36) 40,000
CINCINNATI BELL INC NEW COM 2,099 2,099 New 575,068
SPARK NETWORKS INC COM 2,073 240 13.09 235,060
BODY CENT CORP COM 2,026 477 30.77 170,000

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