RAIFF PARTNERS INC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 46
New Positions 23
Increased Positions 25
Decreased Positions 21
Positions with Activity 46
Sold Out Positions 18
Total Mkt Value (in $ millions) 123

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

Sector Weighting

Basic Materials 2.91%
Capital Goods
Conglomerates 0%
Consumer Cyclical 0.89%
Consumer/Non-Cyclical 0%
Energy 0%
Financial 15.69%
Healthcare 13.64%
Services 35.66%
Technology 18.5%
Transportation 4.86%
Utilities

46 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 20,459 -3,867 (15.9) 164,000
VALEANT PHARMACEUTICALS INTL I COM 8,213 -4,106 (33.33) 40,000
AMERICAN AIRLS GROUP INC COM 7,710 7,710 New 160,000
EVERCORE PARTNERS INC CLASS A 6,606 3,180 92.86 135,000
MACYS INC COM 6,313 6,313 New 95,000
MGM RESORTS INTERNATIONAL COM 5,679 5,679 New 265,000
BROOKDALE SR LIVING INC COM 5,573 5,573 New 150,000
ACE LIMITED SHS 5,507 5,507 New 50,000
VIACOM INC NEW CL B 5,047 5,047 New 73,000
REGAL ENTMT GROUP CL A 3,994 3,994 New 180,000
UNITED CONTL HLDGS INC COM 3,935 3,935 New 64,000
AMERICAN EXPRESS CO COM 3,866 3,866 New 50,000
LIONS GATE ENTMNT CORP COM NEW 3,692 -769 (17.24) 120,000
PIER 1 IMPORTS INC COM 3,581 3,581 New 275,000
DU PONT E I DE NEMOURS & CO COM 3,578 3,578 New 50,000
TWENTY FIRST CENTY FOX INC CL A 3,510 3,510 New 105,000
APOLLO GLOBAL MGMT LLC CL A SHS 3,309 3,309 New 150,000
G-III APPAREL GROUP LTD COM 2,902 2,902 New 25,000
AMERICAN RLTY CAP PPTYS INC COM 2,726 2,726 New 290,000
GROUPON INC COM CL A 2,664 2,664 New 370,000


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