Top Funds / KINGSTOWN CAPITAL MANAGEMENT L.P.


Michael Blitzer

2021Q1 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q4 $ vs. 2020Q4
Facebook Inc CL A 30,000 $8,836,000 3.04% +5,000 +$2,007,000
GOLDMAN SACHS GROUP INC 25,000 $8,175,000 2.81% -15,000 -$2,373,000
Market Vectors ETF Trust GOLD MINERS ETF 250,000 $8,125,000 2.79% -25,000 -$1,781,000
Extended Stay America, Inc. UNIT 99/99/9999B 400,000 $7,900,000 2.72% -100,000 +$495,000
AT&T INC. 250,000 $7,568,000 2.60% No Change +$378,000
Public Storage 30,000 $7,403,000 2.55% No Change +$475,000
MICROSOFT CORP 30,000 $7,073,000 2.43% -15,000 -$2,936,000
FTI CONSULTING, INC 50,000 $7,006,000 2.41% -10,000 +$303,000
Wix.com Ltd. 25,000 $6,981,000 2.40% +5,000 +$1,982,000
Alibaba Group Holding Ltd SPONSORED ADS 30,000 $6,802,000 2.34% -7,500 -$1,925,000
INTEL CORP 100,000 $6,400,000 2.20% New +$6,400,000
Tencent Music Entertainment Group SPON ADS 300,000 $6,147,000 2.11% -200,000 -$3,473,000
ATLAS CREST INVESTMENT CORP CL A 599,996 $5,868,000 2.02% New +$5,868,000
Blackstone Group Inc 75,000 $5,590,000 1.92% New +$5,590,000
COWEN INC. CL A 150,000 $5,273,000 1.81% New +$5,273,000
PINTEREST, INC. CL A 67,500 $4,997,000 1.72% -32,500 -$1,593,000
COLICITY INC UNIT 02/24/2026 400,000 $4,040,000 1.39% New +$4,040,000
SCION TECH GROWTH I CL A 400,000 $3,920,000 1.35% New +$3,920,000
890 5TH AVE PARTNERS INC CL A 400,000 $3,876,000 1.33% New +$3,876,000
Liberty Media Corp C SIRIUSXM 75,000 $3,308,000 1.14% -50,000 -$2,131,000
Liberty Media Corp A SIRIUSXM 75,000 $3,306,000 1.14% -50,000 -$2,093,000
ROCKET INTERNET GRWT OPRT CO UNIT 99/99/9999 325,000 $3,253,000 1.12% New +$3,253,000
CORAZON CAPITAL V838 MONOCER UNIT 03/24/2026 325,000 $3,234,000 1.11% New +$3,234,000
MOTIVE CAPITAL CORP CL A 325,000 $3,185,000 1.10% New +$3,185,000
POEMA GLOBAL HOLDINGS CORP CL A 325,000 $3,179,000 1.09% New +$3,179,000