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) 142

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 13.88%
Financial 5.4%
Healthcare 21.03%
Services 21.42%
Technology 25.37%
Transportation 8.17%
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 18,103 -694 (3.69) 180,000
PENNEY J C INC COM 10,330 -2,583 (20) 1,000,000
HCA HOLDINGS INC COM 8,909 8,909 New 130,000
INTEL CORP COM 8,625 4,313 100 250,000
SUPERVALU INC COM 8,018 8,018 New 830,000
ACTAVIS PLC SHS 6,924 -2,010 (22.5) 31,000
PFIZER INC COM 6,789 6,789 New 235,000
AMERICAN AIRLS GROUP INC COM 6,699 -2,517 (27.31) 165,000
DISH NETWORK CORP CL A 6,431 6,431 New 100,000
ISHARES MRG RL ES CP ETF 6,385 New 500,000
DELTA AIR LINES INC DEL COM NEW 6,078 -2,431 (28.57) 150,000
APACHE CORP COM 5,519 5,519 New 55,000
NAVIOS MARITIME PARTNERS L P UNIT LPI 5,489 -813 (12.9) 270,000
SHIRE PLC SPONSORED ADR 4,906 4,906 New 20,000
CONOCOPHILLIPS COM 4,830 4,830 New 60,000
SEADRILL LIMITED SHS 4,321 4,321 New 115,000
PENN VA CORP COM 3,786 3,786 New 280,000
MICRON TECHNOLOGY INC COM 3,663 3,663 New 110,000
AMC NETWORKS INC CL A 3,142 3,142 New 50,000
YANDEX N V SHS CLASS A 3,017 3,017 New 100,000