Smithwood Advisers

Companies in the Smithwood Advisers portfolio as of December 2012 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Bhp Billiton Plc put 8.82 1000000 78.42
Fifth & Pac Cos 6.89 4.92M 12.45
Google (GOOG) 6.36 80000 707.38
American International (AIG) 6.35 1.60M 35.30
Chemtura Corporation (CHMT) 5.62 2.35M 21.26
Oaktree Cap 5.17 1.01M 45.49
priceline.com Incorporated (PCLN) 4.88 70000 620.39
Adt 4.70 900000 46.49
Hertz Global Holdings (HTZ) 4.59 2.51M 16.27
Newell Rubbermaid (NWL) 4.38 1.75M 22.27
Ford Motor Company (F) 4.37 3.00M 12.95
DISH Network (DISH) 4.09 1000000 36.40
Lowe's Companies (LOW) 3.19 800000 35.52
Cincinnati Bell (CBB) 3.15 5.12M 5.48
UnitedHealth (UNH) 3.05 500000 54.24
Jones Group Inc 2.74 2.20M 11.06
Williams-Sonoma (WSM) 2.46 500000 43.77
Plains Exploration & Production Company (PXP) 2.11 400000 46.94
Penney J C Inc option 2.03 914200 19.71
Globecomm Systems (GCOM) 1.91 1.50M 11.30
TRW Automotive Holdings (TRW) 1.81 300000 53.61
Delphi Automotive Plc shs 1.72 400000 38.25
Spdr S&p 500 Etf Trust unit ser 1 s^p 1.53 1.50M 9.08
Dana Holding Corporation (DAN) 1.14 650000 15.61
Avis Budget (CAR) 1.11 500000 19.82
Harvest Natural Resources (HNR) 1.02 1000000 9.07
Augusta Res Corp 0.92 3.35M 2.45
Aeropostale (ARO) 0.88 605000 13.01
Graphic Packaging Holding Company (GPK) 0.73 1000000 6.46
Agrium Inc. 0.56 50000 99.88
Nokia Corporation (NOK) 0.45 1.01M 3.95
Harbinger (HRG) 0.35 400000 7.69
Caesars Entertainment 0.34 432600 6.92
Greenlight Capital Re Ltd cl a 0.26 100000 23.08
Information Services (III) 0.15 1.18M 1.15
Market Vectors Gold Miners ETF (GDX) 0.14 27800 46.40
Mohawk Industries (MHK) 0.04 3600 90.56