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 7.33%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical
Energy
Financial 22.06%
Healthcare
Services 34.26%
Technology 9.28%
Transportation 6.08%
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 -3,352 Sold Out 0
IRIDIUM COMMUNICATIONS INC COM -2,867 Sold Out 0
NETFLIX INC COM 2,219 -656 (22.82) 5,044
UNITED CONTL HLDGS INC COM 731 731 New 16,000
GOLDMAN SACHS GROUP INC COM 2,655 -110 (3.99) 16,110
BOEING CO COM 2,463 -99 (3.87) 19,226
AMERICAN AIRLS GROUP INC COM 1,158 New 27,000
AIR PRODS & CHEMS INC COM 4,043 -163 (3.89) 31,242
BERKSHIRE HATHAWAY INC DEL CL B NEW 4,918 -1,362 (21.69) 38,231
CITIGROUP INC COM NEW 2,511 -105 (4) 53,426
HOWARD HUGHES CORP COM 8,929 -371 (3.99) 58,218
SODASTREAM INTERNATIONAL LTD USD SHS 2,224 2,224 New 73,000
AMERICAN INTL GROUP INC COM NEW 4,018 -1,991 (33.14) 73,690
AVIS BUDGET GROUP COM 4,682 -195 (4) 77,691
DELTA AIR LINES INC DEL COM NEW 3,157 365 13.07 84,800
MICRON TECHNOLOGY INC COM 3,710 430 13.12 113,120
HERTZ GLOBAL HOLDINGS INC COM 3,718 -150 (3.87) 129,550
MAGICJACK VOCALTEC LTD SHS 2,224 -35 (1.54) 162,460
PROMOTORA DE INFORMACIONES SA ADR CL A SHS 309 -535 (63.35) 175,729
PLATFORM SPECIALTY PRODS CORP COM 6,231 6,231 New 227,400


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