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) 63

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

Sector Weighting

Basic Materials 6.07%
Capital Goods 4.05%
Conglomerates
Consumer Cyclical 5.01%
Consumer/Non-Cyclical
Energy
Financial 27.14%
Healthcare 0%
Services 36.76%
Technology 8.91%
Transportation 4.01%
Utilities

37 Positions as of 12/31/2013

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
PROMOTORA DE INFORMACIONES SA ADR CL A SHS 454 -202 (30.8) 204,624
PROMOTORA DE INFORMACIONES SA ADR CL B CONV 3,672 -528 (12.57) 1,112,714
GOOGLE INC CL A -272 Sold Out 0
READING INTERNATIONAL INC CL A -155 Sold Out 0
STRAIGHT PATH COMMUNICATNS INC CL B -143 Sold Out 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 6,209 -204 (3.18) 48,822
GOOGLE INC CL C -268 Sold Out 0
AIR PRODS & CHEMS INC COM 3,834 -294 (7.13) 32,505
AMERICAN AIRLS GROUP INC COM 956 956 New 27,000
ATLANTICUS HLDGS CORP COM -36 Sold Out 0
AVIS BUDGET GROUP COM 4,251 365 9.40 80,924
BOEING CO COM 2,558 2,558 New 20,000
CINCINNATI BELL INC NEW COM -98 Sold Out 0
DECKERS OUTDOOR CORP COM 3,160 -886 (21.89) 41,119
DELIA'S INC NEW COM -3,038 Sold Out 0
FRANKLIN COVEY CO COM -387 Sold Out 0
GOLDMAN SACHS GROUP INC COM 2,642 New 16,780
HERTZ GLOBAL HOLDINGS INC COM 3,783 385 11.34 134,765
HOWARD HUGHES CORP COM 8,498 -306 (3.48) 60,638
INFUSYSTEM HLDGS INC COM -27 Sold Out 0