Raiff Partners as of March 31, 2014
Portfolio Holdings for Raiff Partners
Raiff Partners holds 30 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 10.5 | $14M | 27k | 536.74 | |
| J.C. Penney Company | 7.9 | $11M | 1.3M | 8.62 | |
| American Airls (AAL) | 6.1 | $8.3M | 227k | 36.60 | |
| Actavis | 6.0 | $8.2M | 40k | 205.85 | |
| Delta Air Lines (DAL) | 5.3 | $7.3M | 210k | 34.65 | |
| Macy's (M) | 4.9 | $6.6M | 112k | 59.29 | |
| General Electric Company | 4.8 | $6.5M | 250k | 25.89 | |
| iShares FTSE NAREIT Mort. Plus Capp | 4.5 | $6.1M | 500k | 12.26 | |
| Navios Maritime Partners | 4.4 | $6.0M | 310k | 19.49 | |
| Bank of America Corporation (BAC) | 4.4 | $6.0M | 350k | 17.20 | |
| Genworth Financial (GNW) | 3.9 | $5.3M | 300k | 17.73 | |
| Blackstone | 3.3 | $4.5M | 135k | 33.25 | |
| Kraft Foods | 2.9 | $3.9M | 70k | 56.10 | |
| Herbalife Ltd Com Stk (HLF) | 2.7 | $3.7M | 65k | 57.28 | |
| Sirius Xm Holdings (SIRI) | 2.6 | $3.5M | 1.1M | 3.20 | |
| Intel Corporation (INTC) | 2.4 | $3.2M | 125k | 25.81 | |
| Twenty-first Century Fox | 2.4 | $3.2M | 100k | 31.97 | |
| Brown-Forman Corporation (BF.B) | 2.3 | $3.1M | 35k | 89.69 | |
| JPMorgan Chase & Co. (JPM) | 2.2 | $3.0M | 50k | 60.72 | |
| Travelers Companies (TRV) | 2.2 | $3.0M | 35k | 85.11 | |
| Eli Lilly & Co. (LLY) | 2.2 | $2.9M | 50k | 58.86 | |
| New York Times Company (NYT) | 2.0 | $2.7M | 160k | 17.12 | |
| Apollo Global Management 'a' | 2.0 | $2.7M | 85k | 31.80 | |
| Bristol Myers Squibb (BMY) | 1.9 | $2.6M | 50k | 51.96 | |
| Leucadia National | 1.5 | $2.1M | 75k | 28.00 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $2.0M | 20k | 97.70 | |
| North Atlantic Drilling | 1.2 | $1.6M | 180k | 8.84 | |
| Healthsouth | 0.8 | $1.1M | 30k | 35.93 | |
| Chubb Corporation | 0.7 | $893k | 10k | 89.30 | |
| Pvh Corporation (PVH) | 0.5 | $624k | 5.0k | 124.80 |
