Raiff Partners as of Sept. 30, 2013
Portfolio Holdings for Raiff Partners
Raiff Partners holds 30 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 15.5 | $16M | 34k | 476.74 | |
| Hess (HES) | 8.2 | $8.5M | 110k | 77.34 | |
| Universal Health Services (UHS) | 7.2 | $7.5M | 100k | 74.99 | |
| Hca Holdings (HCA) | 7.0 | $7.3M | 170k | 42.75 | |
| Facebook Inc cl a (META) | 4.9 | $5.0M | 100k | 50.23 | |
| Apollo Global Management 'a' | 4.8 | $4.9M | 175k | 28.26 | |
| Warner Chilcott Plc - | 4.8 | $4.9M | 215k | 22.93 | |
| First Republic Bank/san F (FRCB) | 4.7 | $4.9M | 105k | 46.63 | |
| MGM Resorts International. (MGM) | 4.2 | $4.3M | 210k | 20.44 | |
| Sotheby's | 3.8 | $3.9M | 80k | 49.12 | |
| US Airways | 3.7 | $3.8M | 200k | 18.96 | |
| Lions Gate Entertainment | 3.4 | $3.5M | 100k | 35.05 | |
| Microsoft Corporation (MSFT) | 3.2 | $3.3M | 100k | 33.28 | |
| Harbinger | 2.8 | $2.9M | 282k | 10.37 | |
| CBS Corporation | 2.7 | $2.8M | 50k | 55.16 | |
| Gnc Holdings Inc Cl A | 2.4 | $2.5M | 45k | 54.62 | |
| iStar Financial | 2.3 | $2.4M | 200k | 12.04 | |
| Delta Air Lines (DAL) | 2.3 | $2.4M | 100k | 23.59 | |
| CNA Financial Corporation (CNA) | 2.0 | $2.0M | 53k | 38.19 | |
| Sinclair Broadcast | 1.6 | $1.7M | 50k | 33.52 | |
| Supervalu | 1.6 | $1.6M | 200k | 8.23 | |
| Morgans Hotel | 1.4 | $1.4M | 185k | 7.67 | |
| Steven Madden (SHOO) | 1.3 | $1.3M | 25k | 53.84 | |
| Validus Holdings | 1.1 | $1.1M | 30k | 36.97 | |
| Via | 0.8 | $836k | 10k | 83.60 | |
| Icahn Enterprises (IEP) | 0.8 | $833k | 10k | 83.30 | |
| Blyth | 0.5 | $484k | 35k | 13.83 | |
| Rite Aid Corporation | 0.5 | $476k | 100k | 4.76 | |
| Ashland | 0.5 | $462k | 5.0k | 92.40 | |
| Seadrill | 0.2 | $225k | 5.0k | 45.00 |
