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 |
