Smithwood Advisers

Smithwood Advisers as of Dec. 31, 2010

Portfolio Holdings for Smithwood Advisers

Smithwood Advisers holds 22 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Discovery Communications 11.3 $28M 750k 36.69
Cit 9.6 $24M 500k 47.10
Novagold Resources Inc Cad (NG) 8.8 $21M 1.5M 14.27
Pepsi (PEP) 8.0 $20M 300k 65.33
Industries N shs - a - (LYB) 7.0 $17M 500k 34.40
AEP Industries 6.5 $16M 614k 25.95
Playboy Enterprises Inc note 3.000% 3/1 5.4 $13M 14M 0.97
CareFusion Corporation 5.3 $13M 500k 25.70
Capitalsource Inc sdcv 4.000% 7/1 4.5 $11M 11M 1.00
Hewlett-Packard Company 4.3 $11M 250k 42.10
Charter Communications 4.2 $10M 265k 38.94
Scotts Miracle-Gro Company (SMG) 4.2 $10M 200k 50.77
Market Vectors Gold Miners ETF 3.8 $9.2M 150k 61.57
Apple (AAPL) 3.3 $8.1M 25k 322.56
Augusta Res Corp 3.1 $7.5M 2.0M 3.76
Mi Devs Inc cl a sub vtg 2.8 $6.8M 250k 27.10
Market Vectors Junior Gold Miners ETF 2.5 $6.0M 150k 39.95
Spdr S&p 500 Etf Tr option 2.0 $4.9M 20k 246.50
Augusta Res Corp 1.3 $3.2M 835k 3.81
Greenlight Capital Re Ltd cl a (GLRE) 1.1 $2.7M 100k 26.81
Chico's FAS 1.0 $2.4M 200k 12.03
Cvb Financial Corp Cmn Stk cmn 0.1 $200k 20k 10.00