Raiff Partners as of Dec. 31, 2014
Portfolio Holdings for Raiff Partners
Raiff Partners holds 28 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 14.8 | $18M | 164k | 110.38 | |
| American Airls (AAL) | 7.0 | $8.6M | 160k | 53.63 | |
| Evercore Partners (EVR) | 5.8 | $7.1M | 135k | 52.37 | |
| Macy's (M) | 5.1 | $6.2M | 95k | 65.75 | |
| Ace Limited Cmn | 4.7 | $5.7M | 50k | 114.88 | |
| Valeant Pharmaceuticals Int | 4.7 | $5.7M | 40k | 143.10 | |
| MGM Resorts International. (MGM) | 4.6 | $5.7M | 265k | 21.38 | |
| Brookdale Senior Living (BKD) | 4.5 | $5.5M | 150k | 36.67 | |
| Via | 4.5 | $5.5M | 73k | 75.25 | |
| American Express Company (AXP) | 3.8 | $4.7M | 50k | 93.04 | |
| Hldgs (UAL) | 3.5 | $4.3M | 64k | 66.89 | |
| Pier 1 Imports | 3.5 | $4.2M | 275k | 15.40 | |
| Twenty-first Century Fox | 3.3 | $4.0M | 105k | 38.40 | |
| Regal Entertainment | 3.1 | $3.8M | 180k | 21.36 | |
| Lions Gate Entertainment | 3.1 | $3.8M | 120k | 32.02 | |
| E.I. du Pont de Nemours & Company | 3.0 | $3.7M | 50k | 73.94 | |
| Apollo Global Management 'a' | 2.9 | $3.5M | 150k | 23.58 | |
| Groupon | 2.5 | $3.1M | 370k | 8.26 | |
| American Realty Capital Prop | 2.1 | $2.6M | 290k | 9.05 | |
| Microsoft Corporation (MSFT) | 2.1 | $2.6M | 55k | 46.45 | |
| G-III Apparel (GIII) | 2.1 | $2.5M | 25k | 101.00 | |
| Republic Airways Holdings | 1.8 | $2.3M | 155k | 14.59 | |
| eBay (EBAY) | 1.6 | $2.0M | 35k | 56.11 | |
| Bed Bath & Beyond | 1.6 | $1.9M | 25k | 76.16 | |
| Juno Therapeutics | 1.3 | $1.6M | 30k | 52.23 | |
| Pfizer (PFE) | 1.3 | $1.6M | 50k | 31.16 | |
| Sangamo Biosciences (SGMO) | 1.1 | $1.3M | 85k | 15.21 | |
| General Motors Company (GM) | 0.8 | $1.0M | 30k | 34.90 |
