Smithwood Advisers

Companies in the Smithwood Advisers portfolio as of September 2016 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Microsoft Corporation (MSFT) 28.74 1.20M 57.60
YPF SA (YPF) 24.66 3.26M 18.22
Baxter International (BAX) 19.79 1000000 47.60
Cobalt Intl Energy Inc note 8.48 40.00M 0.51
CarMax (KMX) 5.55 250000 53.35
Nii Holdings 4.45 3.21M 3.33
Valeant Pharmaceuticals Int (VRX) 3.62 355000 24.55
Pampa Energia S.A. (PAM) 2.42 180000 32.40
Scorpio Tankers Inc shs 1.92 1000000 4.63
Fintech Acquisition Corp *w exp 02/19/202 0.37 806100 1.09