Kingstown Capital Q4 2020 13F Holdings

Kingstown Capital Q4 2020 holdings
TickerName ValueShares↓ Weighting
SINA SINA CORPordAdd  $15,893
24.3%
375,000
25.0%
8.62%
9.5%
GS GOLDMAN SACHS GROUP INCNew  $10,54840,0005.72%
MSFT MICROSOFT CORPReduce  $10,009
-36.6%
45,000
-40.0%
5.43%
-44.1%
GDX VANECK VECTORS ETF TRgold miners etfNew  $9,906275,0005.37%
TME TENCENT MUSIC ENTMT GROUPspon adsReduce  $9,620
-34.9%
500,000
-50.0%
5.22%
-42.6%
BABA ALIBABA GROUP HLDG LTDsponsored adsReduce  $8,727
-34.0%
37,500
-16.7%
4.73%
-41.9%
STAY EXTENDED STAY AMER INCunit 99/99/9999b  $7,405
23.9%
500,0000.0%4.02%
9.2%
NORTHERN STAR ACQUISIT...New  $7,280499,9953.95%
T AT&T INCNew  $7,190250,0003.90%
PSA PUBLIC STORAGENew  $6,92830,0003.76%
FB FACEBOOK INCcl aNew  $6,82925,0003.70%
FCN FTI CONSULTING INCReduce  $6,703
-36.7%
60,000
-40.0%
3.64%
-44.3%
PINS PINTEREST INCcl aReduce  $6,590
-20.6%
100,000
-50.0%
3.57%
-30.1%
BX BLACKSTONE GROUP INCReduce  $6,481
-69.0%
100,000
-75.0%
3.52%
-72.7%
LSXMK LIBERTY MEDIA CORP DELReduce  $5,439
-17.8%
125,000
-37.5%
2.95%
-27.6%
LSXMA LIBERTY MEDIA CORP DELReduce  $5,399
-18.6%
125,000
-37.5%
2.93%
-28.3%
WIX WIX COM LTDReduce  $4,999
-39.6%
20,000
-38.5%
2.71%
-46.8%
MOTIVE CAPITAL CORPunit 99/99/9999New  $4,216400,0002.29%
CORNER GROWTH ACQUISIT...unit 01/01/2027New  $4,180400,0002.27%
CRHC COHN ROBBINS HOLDINGS ...New  $4,164400,0002.26%
CONX CORPNew  $4,108400,0002.23%
NPA NEW PROVIDENCE ACQUISI...New  $4,074300,0002.21%
BRIDGETOWN HOLDINGS LTDNew  $3,870250,0002.10%
FAR PEAK ACQUISITION CORPunit 99/99/9999New  $3,623350,0001.97%
ATLAS CREST INVT CORPNew  $3,521350,0001.91%
GOLDEN FALCON ACQUISIT...unit 99/99/9999New  $3,380325,0001.83%
MUDRICK CAPITAL ACQU C...unit 99/99/9999New  $2,600250,0001.41%
DPCM CAP INCNew  $2,342225,0001.27%
SEVEN OAKS ACQUISITION...unit 12/18/2025New  $2,329225,0001.26%
EQD EQUITY DISTR ACQUISITI...New  $2,304225,0001.25%
OACB OAKTREE ACQUISITION CO...New  $1,574150,0000.85%
AIRBNB INCNew  $1,46810,0000.80%
CCAC CITIC CAPITAL ACQUISIT...New  $66663,5470.36%
PSTH PERSHING SQUARE TONTIN...Sold out  $0-250,000-3.49%
EFC ELLINGTON FINANCIAL INCSold out  $0-500,000-3.77%
FE FIRSTENERGY CORPSold out  $0-250,000-4.42%
GOLD BARRICK GOLD CORPSold out  $0-700,000-12.07%