Fir Tree

Fir Tree as of Dec. 31, 2013

Portfolio Holdings for Fir Tree

Fir Tree holds 85 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 6.8 $594M 322k 1848.36
Equinix 6.0 $527M 3.0M 177.45
Noble Corp Plc equity 5.8 $507M 14M 37.47
Express Scripts Holding 4.7 $413M 5.9M 70.24
Aon 4.3 $380M 4.5M 83.89
Qualcomm (QCOM) 4.3 $379M 5.1M 74.25
Yahoo! 3.5 $309M 7.6M 40.44
SPDR Gold Trust (GLD) 3.5 $304M 2.6M 116.17
MetLife (MET) 3.5 $304M 5.6M 53.92
Crown Castle International 3.4 $301M 4.1M 73.43
Hess (HES) 3.4 $297M 3.6M 83.00
EQT Corporation (EQT) 2.9 $259M 2.9M 89.78
Nokia Corporation (NOK) 2.9 $255M 31M 8.11
Williams Companies (WMB) 2.7 $234M 6.1M 38.57
Motorola Solutions (MSI) 2.7 $234M 3.5M 67.50
Green Mountain Coffee Roasters 2.6 $228M 3.0M 75.54
Aetna 2.4 $210M 3.1M 68.59
Lamar Advertising Company 2.3 $206M 3.9M 52.25
Cemex Sab De Cv conv bnd 1.8 $162M 123M 1.32
BP (BP) 1.7 $153M 3.1M 48.61
Hertz Global Holdings 1.7 $150M 5.3M 28.62
CommonWealth REIT 1.7 $146M 6.3M 23.31
Forest City Enterprises 1.5 $133M 7.0M 19.10
CIGNA Corporation 1.5 $130M 1.5M 87.48
Energy Xxi 1.5 $130M 4.8M 27.06
Citigroup (C) 1.4 $128M 2.5M 52.11
Teva Pharmaceutical Industries (TEVA) 1.4 $126M 3.2M 40.08
Assured Guaranty (AGO) 1.3 $111M 4.7M 23.59
Marriott Vacations Wrldwde Cp (VAC) 1.3 $111M 2.1M 52.76
Cemex Sab De Cv conv bnd 1.3 $111M 82M 1.36
Realogy Hldgs (HOUS) 1.1 $92M 1.9M 49.47
Apple (AAPL) 1.0 $86M 153k 561.02
Realty Income (O) 0.8 $75M 2.0M 37.33
Gulfport Energy Corporation 0.7 $62M 984k 63.13
Cognizant Technology Solutions (CTSH) 0.7 $62M 611k 100.98
Berry Plastics (BERY) 0.7 $62M 2.6M 23.79
Myriad Genetics (MYGN) 0.6 $57M 2.7M 20.98
Ambac Finl (AMBC) 0.6 $52M 2.1M 24.56
American Airls (AAL) 0.6 $51M 2.0M 25.25
Vail Resorts (MTN) 0.5 $47M 620k 75.23
Retail Opportunity Investments (ROIC) 0.5 $46M 3.2M 14.72
American Capital 0.5 $45M 2.9M 15.64
National Retail Properties (NNN) 0.5 $39M 1.3M 30.33
Cit 0.4 $38M 736k 52.13
Teekay Shipping Marshall Isl (TK) 0.4 $39M 802k 48.01
Mbia (MBI) 0.4 $35M 3.0M 11.94
Fidelity National Financial 0.3 $28M 862k 32.45
Silver Eagle Acquisition Cor 0.3 $24M 2.5M 9.65
Pacific Drilling Sa 0.2 $20M 1.7M 11.46
Gaming & Leisure Pptys (GLPI) 0.2 $19M 367k 50.81
Capitol Acquisition Corp Ii 0.2 $17M 1.8M 9.69
Avianca Holdings Sa 0.2 $15M 1.0M 15.44
Levy Acquisition Corp Unit 1 0 0.2 $15M 1.5M 10.01
Quinpario Acquisition 0.2 $15M 1.5M 10.10
IAC/InterActive 0.1 $14M 196k 68.65
Whirlpool Corporation (WHR) 0.1 $13M 82k 156.86
Mohawk Industries (MHK) 0.1 $13M 90k 148.90
Fortune Brands (FBIN) 0.1 $13M 279k 45.70
Owens Corning (OC) 0.1 $12M 294k 40.72
Home Depot (HD) 0.1 $13M 152k 82.34
Masco Corporation (MAS) 0.1 $12M 543k 22.77
Lowe's Companies (LOW) 0.1 $12M 248k 49.55
Clorox Company (CLX) 0.1 $13M 137k 92.76
USG Corporation 0.1 $13M 439k 28.38
Hf2 Financial Management 0.1 $12M 1.2M 10.18
Stanley Black & Decker (SWK) 0.1 $10M 129k 80.69
Churchill Downs (CHDN) 0.1 $11M 121k 89.65
Roi Acquisition Corp Ii 0.1 $10M 1.1M 9.50
Quartet Merger 0.1 $9.5M 992k 9.62
Hyde Pk Acquisition Corp Ii 0.1 $7.7M 743k 10.43
Sanofi Aventis Wi Conval Rt 0.1 $6.5M 19M 0.34
Chart Acquisition 0.1 $6.6M 675k 9.75
Crown Holdings (CCK) 0.1 $4.5M 100k 44.57
Aquasition 0.1 $4.1M 400k 10.20
Blackstone Mtg Tr (BXMT) 0.1 $4.6M 170k 27.13
iStar Financial 0.0 $3.6M 255k 14.27
Adt 0.0 $1.4M 36k 40.48
Silver Eagle Acquisition Cor w exp 07/26/202 0.0 $1.5M 2.5M 0.60
Chart Acquisition Co *w exp 12/1 0.0 $506k 675k 0.75
Capitol Acquisition Corp Ii *w exp 05/15/201 0.0 $535k 891k 0.60
Quinpario Acquisition Corp *w exp 09/27/201 0.0 $533k 1.5M 0.36
Quartet Merger Corp right 99/99/9999 0.0 $516k 992k 0.52
Aquasition Corp *w exp 99/99/999 0.0 $96k 400k 0.24
Jetpay 0.0 $236k 115k 2.06
Roi Acquisition Corp Ii *w exp 99/99/999 0.0 $424k 1.1M 0.40