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 22
New Positions 3
Increased Positions 6
Decreased Positions 15
Positions with Activity 21
Sold Out Positions 2
Total Mkt Value (in $ millions) 64

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

Sector Weighting

Basic Materials 6.33%
Capital Goods 7.32%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical
Energy
Financial 22.15%
Healthcare
Services 34.3%
Technology 9.22%
Transportation 6.14%
Utilities

22 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
DECKERS OUTDOOR CORP COM -3,431 Sold Out 0
IRIDIUM COMMUNICATIONS INC COM -2,849 Sold Out 0
PROMOTORA DE INFORMACIONES SA ADR CL A SHS 323 -559 (63.35) 175,729
PROMOTORA DE INFORMACIONES SA ADR CL B CONV 1,636 -923 (36.06) 711,453
AMERICAN INTL GROUP INC COM NEW 4,015 -1,990 (33.14) 73,690
NETFLIX INC COM 2,212 -654 (22.82) 5,044
BERKSHIRE HATHAWAY INC DEL CL B NEW 4,911 -1,360 (21.69) 38,231
CITIGROUP INC COM NEW 2,506 -104 (4) 53,426
AVIS BUDGET GROUP COM 4,648 -193 (4) 77,691
GOLDMAN SACHS GROUP INC COM 2,633 -109 (3.99) 16,110
HOWARD HUGHES CORP COM 8,909 -370 (3.99) 58,218
AIR PRODS & CHEMS INC COM 4,021 -163 (3.89) 31,242
BOEING CO COM 2,438 -98 (3.87) 19,226
HERTZ GLOBAL HOLDINGS INC COM 3,697 -149 (3.87) 129,550
MAGICJACK VOCALTEC LTD SHS 2,148 -34 (1.54) 162,460
AMERICAN AIRLS GROUP INC COM 1,156 New 27,000
PLATFORM SPECIALTY PRODS CORP COM 6,117 6,117 New 227,400
SODASTREAM INTERNATIONAL LTD USD SHS 2,210 2,210 New 73,000
UNITED CONTL HLDGS INC COM 723 723 New 16,000
DELTA AIR LINES INC DEL COM NEW 3,176 367 13.07 84,800


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