Raiff Partners as of June 30, 2013
Portfolio Holdings for Raiff Partners
Raiff Partners holds 35 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| 6.5 | $8.8M | 10k | 880.40 | ||
| First Republic Bank/san F (FRCB) | 5.8 | $7.9M | 205k | 38.48 | |
| Hess (HES) | 5.6 | $7.5M | 113k | 66.49 | |
| Pfizer (PFE) | 5.2 | $7.0M | 250k | 28.01 | |
| Cablevision Systems Corporation | 4.7 | $6.4M | 380k | 16.82 | |
| DISH Network | 4.1 | $5.5M | 130k | 42.52 | |
| KKR Financial Holdings | 3.9 | $5.3M | 500k | 10.55 | |
| Intel Corporation (INTC) | 3.8 | $5.1M | 210k | 24.23 | |
| Delta Air Lines (DAL) | 3.5 | $4.7M | 250k | 18.71 | |
| Apollo Global Management 'a' | 3.2 | $4.3M | 180k | 24.10 | |
| Seadrill | 3.2 | $4.3M | 105k | 40.74 | |
| Amazon (AMZN) | 3.1 | $4.2M | 15k | 277.67 | |
| Oaktree Cap | 3.0 | $4.1M | 78k | 52.55 | |
| Radian (RDN) | 3.0 | $4.1M | 350k | 11.62 | |
| Actavis | 3.0 | $4.0M | 32k | 126.22 | |
| Amgen (AMGN) | 2.9 | $3.9M | 40k | 98.65 | |
| Kayne Anderson MLP Investment (KYN) | 2.9 | $3.9M | 100k | 38.89 | |
| Apollo Investment | 2.9 | $3.9M | 500k | 7.74 | |
| US Airways | 2.8 | $3.8M | 230k | 16.42 | |
| Genworth Financial (GNW) | 2.5 | $3.4M | 300k | 11.41 | |
| Industries N shs - a - (LYB) | 2.5 | $3.3M | 50k | 66.26 | |
| Elan Corporation | 2.4 | $3.3M | 230k | 14.14 | |
| Liberty Media | 2.4 | $3.2M | 25k | 126.76 | |
| MGM Resorts International. (MGM) | 2.3 | $3.1M | 210k | 14.78 | |
| Orient-exp Htls | 2.2 | $2.9M | 240k | 12.16 | |
| BGC Partners | 2.0 | $2.8M | 470k | 5.89 | |
| Solar Cap (SLRC) | 1.7 | $2.3M | 100k | 23.09 | |
| Hewlett-Packard Company | 1.5 | $2.0M | 80k | 24.80 | |
| Aviv Reit | 1.3 | $1.7M | 69k | 25.29 | |
| Linn | 1.2 | $1.7M | 45k | 37.27 | |
| Linn Energy | 1.1 | $1.5M | 45k | 33.18 | |
| Barclays Bank | 1.1 | $1.4M | 57k | 25.25 | |
| Credit Suisse High Yield Bond Fund (DHY) | 1.0 | $1.4M | 450k | 3.12 | |
| JetBlue Airways Corporation (JBLU) | 0.9 | $1.3M | 200k | 6.29 | |
| Lorillard | 0.7 | $874k | 20k | 43.70 |
