Smithwood Advisers

Smithwood Advisers as of Dec. 31, 2011

Portfolio Holdings for Smithwood Advisers

Smithwood Advisers holds 28 positions in its portfolio as reported in the December 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR Gold Trust (GLD) 17.8 $53M 350k 151.99
Dollar Thrifty Automotive 11.2 $33M 475k 70.26
Apple (AAPL) 9.5 $28M 70k 405.00
Beam 8.2 $24M 475k 51.23
Hertz Global Holdings 7.3 $22M 1.9M 11.72
Cincinnati Bell 6.1 $18M 6.0M 3.03
Charter Communications 5.7 $17M 300k 56.94
Chemtura Corporation 5.7 $17M 1.5M 11.34
Google 5.4 $16M 25k 645.92
CareFusion Corporation 3.4 $10M 400k 25.41
Gap (GPS) 3.1 $9.3M 500k 18.55
Citizens Republic Bancorp In 2.8 $8.4M 741k 11.40
Augusta Res Corp 2.6 $7.7M 2.5M 3.11
Discovery Communications 1.9 $5.8M 154k 37.70
First Solar Inc option 1.8 $5.3M 615.00 8679.67
Charles Schwab Corporation (SCHW) 1.0 $2.9M 254k 11.26
Augusta Res Corp 0.9 $2.8M 896k 3.10
Etrade Financial Corp put 0.9 $2.6M 20k 129.00
Caterpillar 0.8 $2.5M 2.5k 992.40
Greenlight Capital Re Ltd cl a (GLRE) 0.8 $2.4M 100k 23.67
First Solar (FSLR) 0.7 $2.1M 62k 33.76
Information Services (III) 0.6 $1.8M 1.7M 1.03
Thomas Properties 0.6 $1.7M 521k 3.33
Graphic Packaging Holding Company (GPK) 0.6 $1.7M 393k 4.26
AEP Industries 0.3 $881k 31k 28.15
Liz Claiborne 0.3 $863k 100k 8.63
Checkpoint Systems 0.1 $339k 31k 10.94
Sina Corp option 0.0 $96k 500.00 192.00