Smithwood Advisers as of March 31, 2014
Portfolio Holdings for Smithwood Advisers
Smithwood Advisers holds 37 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kate Spade & Co | 7.2 | $102M | 2.8M | 37.09 | |
| Directv | 5.9 | $84M | 1.1M | 76.42 | |
| CF Industries Holdings (CF) | 5.3 | $75M | 288k | 260.64 | |
| Dana Holding Corporation (DAN) | 4.9 | $70M | 3.0M | 23.27 | |
| NRG Energy (NRG) | 4.5 | $64M | 2.0M | 31.80 | |
| Anadarko Petroleum Corporation | 4.5 | $64M | 750k | 84.76 | |
| DISH Network | 4.4 | $62M | 1.0M | 62.21 | |
| Newell Rubbermaid (NWL) | 4.2 | $60M | 2.0M | 29.90 | |
| Hertz Global Holdings | 3.7 | $53M | 2.0M | 26.64 | |
| Micron Technology (MU) | 3.3 | $47M | 2.0M | 23.66 | |
| NetApp (NTAP) | 3.1 | $44M | 1.2M | 36.90 | |
| Tiffany & Co. | 3.0 | $43M | 500k | 86.15 | |
| Oracle Corporation (ORCL) | 2.9 | $41M | 1.0M | 40.91 | |
| Omnicare | 2.5 | $36M | 603k | 59.67 | |
| IAC/InterActive | 2.5 | $36M | 500k | 71.39 | |
| Vodafone Group New Adr F (VOD) | 2.5 | $35M | 955k | 36.81 | |
| Delphi Automotive | 2.4 | $34M | 500k | 67.86 | |
| Nxp Semiconductors N V (NXPI) | 2.4 | $34M | 575k | 58.81 | |
| Allegion Plc equity (ALLE) | 2.4 | $34M | 643k | 52.17 | |
| Metropcs Communications (TMUS) | 2.3 | $33M | 1.0M | 33.03 | |
| Terex Corporation (TEX) | 2.3 | $33M | 739k | 44.30 | |
| TRW Automotive Holdings | 2.3 | $33M | 400k | 81.62 | |
| Scientific Games (LNW) | 2.3 | $32M | 2.4M | 13.73 | |
| Tenne | 2.2 | $32M | 550k | 58.07 | |
| Ypf Sa (YPF) | 2.2 | $31M | 1.0M | 31.16 | |
| American Axle & Manufact. Holdings (AXL) | 2.2 | $31M | 1.7M | 18.52 | |
| LOGITECH INTERNATIONAL SA APP Com Stk (LOGI) | 1.6 | $22M | 1.5M | 14.89 | |
| 1.6 | $22M | 20k | 1114.50 | ||
| Graphic Packaging Holding Company (GPK) | 1.5 | $22M | 2.1M | 10.16 | |
| Oil States International (OIS) | 1.4 | $20M | 200k | 98.60 | |
| Twenty-first Century Fox | 1.4 | $19M | 600k | 31.97 | |
| Avon Products | 1.3 | $18M | 1.3M | 14.64 | |
| World Wrestling Entertainment | 1.0 | $14M | 500k | 28.88 | |
| Sprint | 1.0 | $14M | 1.5M | 9.19 | |
| Lamar Advertising Company | 0.9 | $13M | 261k | 50.99 | |
| Demandware | 0.9 | $13M | 200k | 64.06 | |
| Theravance | 0.4 | $6.2M | 201k | 30.94 |
