Smithwood Advisers

Companies in the Smithwood Advisers portfolio as of December 2013 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares Russell 2000 Index (IWM) 13.42 2.00M 115.31
Microsoft Corporation (MSFT) 6.53 3.00M 37.41
Fifth & Pac Cos 5.60 3.00M 32.07
Oracle Corporation (ORCL) 4.45 2.00M 38.26
General Motors Company (GM) 3.57 1.50M 40.87
Dana Holding Corporation (DAN) 3.42 3.00M 19.62
CF Industries Holdings (CF) 3.39 250000 233.04
DISH Network (DISH) 3.37 1000000 57.92
Hertz Global Holdings (HTZ) 3.33 2.00M 28.62
Chemtura Corporation (CHMT) 3.25 2.00M 27.92
Newell Rubbermaid (NWL) 3.21 1.70M 32.41
American Axle & Manufact. Holdings (AXL) 3.21 2.70M 20.45
Darden Restaurants (DRI) 3.16 1000000 54.37
NetApp (NTAP) 2.87 1.20M 41.14
EMC Corporation (EMC) 2.78 1.90M 25.15
BHP Billiton (BHP) 2.48 625000 68.20
iShares NASDAQ Biotechnology Index (IBB) 2.31 175000 227.06
QEP Resources (QEP) 2.23 1.25M 30.65
Tiffany & Co. (TIF) 2.16 400000 92.78
Nxp Semiconductors N V 2.14 800000 45.93
Scientific Games (SGMS) 1.97 2.00M 16.93
Google (GOOG) 1.96 30000 1120.70
Texas Instruments Incorporated (TXN) 1.79 700000 43.91
Delphi Automotive Plc shs 1.75 500000 60.13
TRW Automotive Holdings (TRW) 1.73 400000 74.39
NRG Energy (NRG) 1.67 1000000 28.72
Rite Aid Corporation (RAD) 1.62 5.50M 5.06
LOGITECH INTERNATIONAL SA APP Com Stk 1.59 2.00M 13.69
Tenne (TEN) 1.48 450000 56.57
Theravance (THRX) 1.35 650500 35.65
Avon Products (AVP) 1.25 1.25M 17.22
Lululemon Athletica Inc 1.03 300000 59.03
Terex Corporation (TEX) 0.98 400000 41.99
Telefonaktiebolaget LM Ericsson (ERIC) 0.75 1.05M 12.24
Williams-Sonoma (WSM) 0.68 200000 58.28
Micron Technology (MU) 0.51 400000 21.75
Cumulus Media (CMLS) 0.45 1000000 7.73
Advanced Micro Devices (AMD) 0.23 1000000 3.87
Augusta Res Corp 0.18 2.12M 1.43
American Airls 0.18 122442 25.25