Smithwood Advisers

Smithwood Advisers as of March 31, 2011

Portfolio Holdings for Smithwood Advisers

Smithwood Advisers holds 36 positions in its portfolio as reported in the March 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fortune Brands 13.1 $62M 1.0M 61.89
E TRADE Financial Corporation 6.6 $31M 2.0M 15.63
Spdr Gold Trust gold 5.3 $25M 180k 139.73
Industries N shs - a - (LYB) 5.1 $24M 606k 39.55
Cit 4.5 $21M 500k 42.55
Discovery Communications 4.5 $21M 600k 35.21
Pepsi (PEP) 4.4 $21M 323k 64.41
Hewlett-Packard Company 4.3 $21M 500k 40.97
Novagold Resources Inc Cad (NG) 4.1 $20M 1.5M 13.00
AEP Industries 3.9 $18M 614k 29.72
Mi Devs Inc cl a sub vtg 3.7 $17M 600k 28.98
Airgas 3.5 $17M 250k 66.42
Hertz Global Holdings 3.3 $16M 1.0M 15.63
Market Vectors Gold Miners ETF 3.2 $15M 250k 60.12
CareFusion Corporation 3.0 $14M 500k 28.20
El Paso Corporation 2.9 $14M 750k 18.00
Charter Communications 2.9 $13M 265k 50.63
Augusta Res Corp 2.7 $13M 2.5M 5.07
Capitalsource Inc sdcv 4.000% 7/1 2.3 $11M 11M 1.00
Yahoo! 2.1 $10M 600k 16.68
Emergency Medical Services Corporation 2.0 $9.5M 150k 63.59
Williams Companies (WMB) 2.0 $9.4M 300k 31.18
Vale (VALE) 1.4 $6.7M 200k 33.35
Dollar Thrifty Automotive 1.4 $6.7M 100k 66.73
Market Vectors Junior Gold Miners ETF 1.2 $5.9M 150k 39.34
Scotts Miracle-Gro Company (SMG) 1.1 $5.4M 94k 57.85
Augusta Res Corp 1.0 $4.6M 896k 5.13
Citizens Republic Ban 0.8 $3.6M 4.0M 0.89
Mgic Investment Corp 0.8 $3.6M 400k 8.89
Greenlight Capital Re Ltd cl a (GLRE) 0.6 $2.8M 100k 28.21
First Solar Inc option 0.6 $2.7M 2.4k 1119.67
Graphic Packaging Holding Company (GPK) 0.5 $2.2M 400k 5.42
Spdr S&p 500 Etf Tr option 0.4 $2.1M 20k 104.50
Market Vectors Etf Tr put 0.3 $1.5M 3.0k 500.00
Big Lots Inc Cmn Stk cmn 0.2 $1.2M 2.0k 600.00
Family Dlr Stores Inc call 0.1 $700k 2.5k 280.00