Smithwood Advisers

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
Google 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