RAIFF PARTNERS INC Information

152 WEST 57TH STREET, NEW YORK, New York, 10019, (212) 247-6509

Report Date: 06/30/2014

Position Statistics

Total Positions 48
New Positions 18
Increased Positions 19
Decreased Positions 28
Positions with Activity 47
Sold Out Positions 21
Total Mkt Value (in $ millions) 140

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0%
Capital Goods
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 0%
Energy 12.76%
Financial 5.38%
Healthcare 22.7%
Services 21.36%
Technology 25.68%
Transportation 7.79%
Utilities

48 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 18,173 -697 (3.69) 180,000
PENNEY J C INC COM 10,230 -2,558 (20) 1,000,000
HCA HOLDINGS INC COM 9,552 9,552 New 130,000
INTEL CORP COM 8,705 4,353 100 250,000
SUPERVALU INC COM 7,868 7,868 New 830,000
ACTAVIS PLC SHS 7,496 -2,176 (22.5) 31,000
PFIZER INC COM 7,144 7,144 New 235,000
DISH NETWORK CORP CL A 6,498 6,498 New 100,000
ISHARES MRG RL ES CP ETF 6,210 New 500,000
AMERICAN AIRLS GROUP INC COM 6,044 -2,271 (27.31) 165,000
DELTA AIR LINES INC DEL COM NEW 5,796 -2,318 (28.57) 150,000
APACHE CORP COM 5,308 5,308 New 55,000
SHIRE PLC SPONSORED ADR 5,163 5,163 New 20,000
NAVIOS MARITIME PARTNERS L P UNIT LPI 5,081 -753 (12.9) 270,000
CONOCOPHILLIPS COM 4,834 4,834 New 60,000
PENN VA CORP COM 3,606 3,606 New 280,000
MICRON TECHNOLOGY INC COM 3,479 3,479 New 110,000
SEADRILL LIMITED SHS 3,250 3,250 New 115,000
AMC NETWORKS INC CL A 3,131 3,131 New 50,000
YANDEX N V SHS CLASS A 2,942 2,942 New 100,000