Smithwood Advisers as of Dec. 31, 2014
Portfolio Holdings for Smithwood Advisers
Smithwood Advisers holds 16 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 22.8 | $186M | 4.0M | 46.45 | |
| CF Industries Holdings (CF) | 10.9 | $89M | 325k | 272.54 | |
| Ypf Sa (YPF) | 10.6 | $86M | 3.3M | 26.47 | |
| Micron Technology (MU) | 10.3 | $84M | 2.4M | 35.01 | |
| Yahoo! | 9.3 | $76M | 1.5M | 50.51 | |
| Newell Rubbermaid (NWL) | 7.5 | $61M | 1.6M | 38.09 | |
| AstraZeneca (AZN) | 6.5 | $53M | 748k | 70.38 | |
| DISH Network | 6.3 | $51M | 700k | 72.89 | |
| Caterpillar (CAT) | 4.5 | $37M | 400k | 91.53 | |
| Lorillard | 3.1 | $25M | 400k | 62.94 | |
| CBS Corporation | 1.7 | $14M | 250k | 55.34 | |
| American Airls (AAL) | 1.6 | $13M | 250k | 53.63 | |
| SandRidge Energy | 1.3 | $11M | 6.0M | 1.82 | |
| Sunedison | 1.3 | $11M | 550k | 19.51 | |
| Reynolds American | 1.2 | $9.6M | 150k | 64.27 | |
| Caesars Entertainment | 1.0 | $8.2M | 525k | 15.69 |
