Raiff Partners

Raiff Partners as of March 31, 2013

Portfolio Holdings for Raiff Partners

Raiff Partners holds 38 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Hess (HES) 7.1 $9.0M 126k 71.61
Apple (AAPL) 6.9 $8.9M 20k 442.65
Berkshire Hathaway (BRK.B) 4.7 $6.0M 58k 104.21
Hewlett-Packard Company 4.7 $6.0M 250k 23.84
Amgen (AMGN) 4.3 $5.5M 54k 102.52
Delta Air Lines (DAL) 3.9 $5.0M 300k 16.51
KKR Financial Holdings 3.8 $4.8M 435k 11.07
Hca Holdings (HCA) 3.7 $4.7M 115k 40.63
MGM Resorts International. (MGM) 3.6 $4.6M 350k 13.15
Radian (RDN) 3.4 $4.3M 400k 10.71
Genworth Financial (GNW) 3.3 $4.2M 420k 10.00
US Airways 3.3 $4.2M 245k 16.97
American Express Company (AXP) 3.2 $4.0M 60k 67.47
Honeywell International (HON) 3.0 $3.8M 50k 75.36
Industries N shs - a - (LYB) 2.8 $3.5M 56k 63.29
Atlas Pipeline Partners 2.7 $3.5M 100k 34.58
American Capital Agency 2.7 $3.4M 105k 32.78
American International (AIG) 2.6 $3.3M 85k 38.82
G-III Apparel (GIII) 2.5 $3.2M 80k 40.11
Blackstone 2.5 $3.2M 160k 19.78
Seadrill 2.3 $3.0M 80k 37.21
Amazon (AMZN) 2.3 $2.9M 11k 266.45
Southwest Airlines (LUV) 2.1 $2.6M 195k 13.48
Rockwood Holdings 2.0 $2.6M 40k 65.45
Oaktree Cap 2.0 $2.6M 50k 51.02
Abb (ABBNY) 2.0 $2.5M 110k 22.76
Yahoo! 1.9 $2.4M 100k 23.53
Limited Brands 1.8 $2.2M 50k 44.66
KKR & Co 1.7 $2.1M 110k 19.32
Hldgs (UAL) 1.4 $1.8M 55k 32.02
Apollo Global Management 'a' 1.3 $1.6M 75k 21.64
Meritage Homes Corporation (MTH) 1.1 $1.4M 30k 46.87
Liberty Global 1.0 $1.3M 18k 73.39
Credit Suisse High Yield Bond Fund (DHY) 1.0 $1.3M 390k 3.26
Boyd Gaming Corporation (BYD) 0.7 $827k 100k 8.27
CONSOL Energy 0.5 $673k 20k 33.65
CenturyLink 0.3 $351k 10k 35.10
Universal Health Services (UHS) 0.2 $319k 5.0k 63.80