Smithwood Advisers as of March 31, 2015
Portfolio Holdings for Smithwood Advisers
Smithwood Advisers holds 17 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 16.7 | $163M | 4.0M | 40.66 | |
| American Airls (AAL) | 10.8 | $106M | 2.0M | 52.78 | |
| CF Industries Holdings (CF) | 10.2 | $99M | 350k | 283.68 | |
| Micron Technology (MU) | 9.8 | $95M | 3.5M | 27.13 | |
| Ypf Sa (YPF) | 9.2 | $89M | 3.3M | 27.45 | |
| iShares MSCI Emerging Markets Indx (EEM) | 8.2 | $80M | 2.0M | 40.13 | |
| Newell Rubbermaid (NWL) | 6.5 | $63M | 1.6M | 39.07 | |
| DISH Network | 5.0 | $49M | 700k | 70.06 | |
| Applied Materials (AMAT) | 4.6 | $45M | 2.0M | 22.56 | |
| American Express Company (AXP) | 4.4 | $43M | 550k | 78.12 | |
| Salix Pharmaceuticals | 4.3 | $42M | 240k | 172.81 | |
| Comcast Corporation (CMCSA) | 2.9 | $28M | 500k | 56.47 | |
| Lorillard | 2.7 | $26M | 400k | 65.35 | |
| CBS Corporation | 1.6 | $15M | 250k | 60.63 | |
| Sunedison | 1.4 | $13M | 550k | 24.00 | |
| Fintech Acquisition Corp unit 99/99/9999 | 1.1 | $10M | 1.0M | 10.35 | |
| Caesars Entertainment | 0.8 | $7.4M | 700k | 10.53 |
