Smithwood Advisers as of Sept. 30, 2012
Portfolio Holdings for Smithwood Advisers
Smithwood Advisers holds 29 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 9.4 | $72M | 3.3M | 21.66 | |
| BHP Billiton (BHP) | 9.1 | $69M | 1.0M | 68.61 | |
| Spdr Gold Trust gold | 7.6 | $58M | 1.5M | 38.56 | |
| Fifth & Pac Cos | 7.2 | $54M | 4.3M | 12.78 | |
| 7.0 | $53M | 70k | 754.50 | ||
| American International (AIG) | 6.5 | $49M | 1.5M | 32.79 | |
| Oaktree Cap | 5.5 | $41M | 1.0M | 41.00 | |
| Chemtura Corporation | 5.1 | $39M | 2.3M | 17.22 | |
| Spdr S&p 500 Etf (SPY) | 4.8 | $36M | 250k | 143.96 | |
| DISH Network | 4.0 | $31M | 1.0M | 30.61 | |
| Nielsen Holdings Nv | 4.0 | $30M | 1.0M | 29.98 | |
| Cincinnati Bell | 3.8 | $29M | 5.0M | 5.70 | |
| UnitedHealth (UNH) | 3.7 | $28M | 500k | 55.41 | |
| Apple (AAPL) | 3.1 | $23M | 35k | 667.11 | |
| Tyco International Ltd S hs | 3.0 | $23M | 400k | 56.26 | |
| General Motors Company (GM) | 2.4 | $18M | 800k | 22.75 | |
| Jones Group | 2.2 | $17M | 1.3M | 12.87 | |
| Hertz Global Holdings | 2.0 | $15M | 1.1M | 13.73 | |
| Newell Rubbermaid (NWL) | 1.8 | $13M | 700k | 19.09 | |
| J.C. Penney Company | 1.6 | $12M | 500k | 24.29 | |
| Augusta Res Corp | 1.3 | $9.5M | 3.4M | 2.83 | |
| General Electric Company | 1.2 | $9.1M | 400k | 22.71 | |
| Citizens Republic Bancorp In | 1.1 | $8.1M | 417k | 19.35 | |
| US Airways | 0.7 | $5.2M | 500k | 10.46 | |
| Sohu | 0.6 | $4.2M | 100k | 42.09 | |
| Aeropostale | 0.5 | $4.1M | 300k | 13.53 | |
| Caesars Entertainment | 0.5 | $3.9M | 577k | 6.80 | |
| Greenlight Capital Re Ltd cl a (GLRE) | 0.3 | $2.5M | 100k | 24.75 | |
| Information Services (III) | 0.2 | $1.6M | 1.3M | 1.24 |
