Smithwood Advisers as of Dec. 31, 2013
Portfolio Holdings for Smithwood Advisers
Smithwood Advisers holds 40 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 2000 Index (IWM) | 13.4 | $231M | 2.0M | 115.31 | |
| Microsoft Corporation (MSFT) | 6.5 | $112M | 3.0M | 37.41 | |
| Fifth & Pac Cos | 5.6 | $96M | 3.0M | 32.07 | |
| Oracle Corporation (ORCL) | 4.5 | $77M | 2.0M | 38.26 | |
| General Motors Company (GM) | 3.6 | $61M | 1.5M | 40.87 | |
| Dana Holding Corporation (DAN) | 3.4 | $59M | 3.0M | 19.62 | |
| CF Industries Holdings (CF) | 3.4 | $58M | 250k | 233.04 | |
| DISH Network | 3.4 | $58M | 1.0M | 57.92 | |
| Hertz Global Holdings | 3.3 | $57M | 2.0M | 28.62 | |
| Chemtura Corporation | 3.2 | $56M | 2.0M | 27.92 | |
| Newell Rubbermaid (NWL) | 3.2 | $55M | 1.7M | 32.41 | |
| American Axle & Manufact. Holdings (AXL) | 3.2 | $55M | 2.7M | 20.45 | |
| Darden Restaurants (DRI) | 3.2 | $54M | 1.0M | 54.37 | |
| NetApp (NTAP) | 2.9 | $49M | 1.2M | 41.14 | |
| EMC Corporation | 2.8 | $48M | 1.9M | 25.15 | |
| BHP Billiton (BHP) | 2.5 | $43M | 625k | 68.20 | |
| iShares NASDAQ Biotechnology Index (IBB) | 2.3 | $40M | 175k | 227.06 | |
| QEP Resources | 2.2 | $38M | 1.3M | 30.65 | |
| Tiffany & Co. | 2.2 | $37M | 400k | 92.78 | |
| Nxp Semiconductors N V (NXPI) | 2.1 | $37M | 800k | 45.93 | |
| Scientific Games (LNW) | 2.0 | $34M | 2.0M | 16.93 | |
| 2.0 | $34M | 30k | 1120.70 | ||
| Texas Instruments Incorporated (TXN) | 1.8 | $31M | 700k | 43.91 | |
| Delphi Automotive | 1.8 | $30M | 500k | 60.13 | |
| TRW Automotive Holdings | 1.7 | $30M | 400k | 74.39 | |
| NRG Energy (NRG) | 1.7 | $29M | 1.0M | 28.72 | |
| Rite Aid Corporation | 1.6 | $28M | 5.5M | 5.06 | |
| LOGITECH INTERNATIONAL SA APP Com Stk (LOGI) | 1.6 | $27M | 2.0M | 13.69 | |
| Tenne | 1.5 | $26M | 450k | 56.57 | |
| Theravance | 1.4 | $23M | 651k | 35.65 | |
| Avon Products | 1.2 | $22M | 1.3M | 17.22 | |
| Lululemon Athletica (LULU) | 1.0 | $18M | 300k | 59.03 | |
| Terex Corporation (TEX) | 1.0 | $17M | 400k | 41.99 | |
| Telefonaktiebolaget LM Ericsson (ERIC) | 0.8 | $13M | 1.1M | 12.24 | |
| Williams-Sonoma (WSM) | 0.7 | $12M | 200k | 58.28 | |
| Micron Technology (MU) | 0.5 | $8.7M | 400k | 21.75 | |
| Cumulus Media | 0.5 | $7.7M | 1.0M | 7.73 | |
| Advanced Micro Devices (AMD) | 0.2 | $3.9M | 1.0M | 3.87 | |
| Augusta Res Corp | 0.2 | $3.0M | 2.1M | 1.43 | |
| American Airls (AAL) | 0.2 | $3.1M | 122k | 25.25 |
