Smithwood Advisers

Companies in the Smithwood Advisers portfolio as of September 2011 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
E TRADE Financial Corporation (ETFC) 13.49 3.25M 9.11
Fortune Brands (FO) 12.32 500000 54.08
Google (GOOG) 11.73 50000 515.04
Dollar Thrifty Automotive (DTG) 10.91 425200 56.30
Cincinnati Bell (CBB) 7.99 5.67M 3.09
Hertz Global Holdings (HTZ) 7.50 1.85M 8.90
Chemtura Corporation (CHMT) 5.41 1.18M 10.03
CareFusion Corporation (CFN) 4.36 400000 23.95
Charter Communications (CHTR) 4.27 200000 46.84
Gap (GPS) 3.70 500000 16.24
Augusta Res Corp 3.34 2.47M 2.96
Discovery Communications (DISCK) 2.68 167150 35.15
Citizens Republic Bancorp In 2.34 740771 6.92
First Solar Inc option 1.63 615 5827.64
Harbin Electric Inc 1.36 5500 543.27
Augusta Res Corp 1.25 896100 3.07
Etrade Financial Corp put 1.18 20000 129.00
Caterpillar Inc 1.13 2500 992.40
Greenlight Capital Re Ltd cl a 0.94 100000 20.74
Wynn Resorts Ltd option 0.70 500 3086.00
Information Services (III) 0.48 1000000 1.06
AEP Industries (AEPI) 0.32 31300 22.20
Graphic Packaging Holding Company (GPK) 0.31 199000 3.45
Sina Corp option 0.25 900 603.33
Baidu Inc option 0.23 800 640.00
Checkpoint Systems (CKP) 0.19 31000 13.58