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) 126

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

Sector Weighting

Basic Materials 3.11%
Capital Goods
Conglomerates 0%
Consumer Cyclical 0.89%
Consumer/Non-Cyclical 0%
Energy 0%
Financial 16.07%
Healthcare 13.54%
Services 35.46%
Technology 18.7%
Transportation 4.99%
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 21,171 -4,002 (15.9) 164,000
VALEANT PHARMACEUTICALS INTL I COM 8,134 -4,067 (33.33) 40,000
AMERICAN AIRLS GROUP INC COM 7,730 7,730 New 160,000
EVERCORE PARTNERS INC CLASS A 6,963 3,353 92.86 135,000
MACYS INC COM 6,071 6,071 New 95,000
MGM RESORTS INTERNATIONAL COM 5,796 5,796 New 265,000
BROOKDALE SR LIVING INC COM 5,724 5,724 New 150,000
ACE LIMITED SHS 5,719 5,719 New 50,000
VIACOM INC NEW CL B 5,165 5,165 New 73,000
UNITED CONTL HLDGS INC COM 4,276 4,276 New 64,000
REGAL ENTMT GROUP CL A 4,261 4,261 New 180,000
AMERICAN EXPRESS CO COM 4,102 4,102 New 50,000
LIONS GATE ENTMNT CORP COM NEW 3,946 -822 (17.24) 120,000
DU PONT E I DE NEMOURS & CO COM 3,925 3,925 New 50,000
TWENTY FIRST CENTY FOX INC CL A 3,691 3,691 New 105,000
APOLLO GLOBAL MGMT LLC CL A SHS 3,479 3,479 New 150,000
PIER 1 IMPORTS INC COM 3,311 3,311 New 275,000
GROUPON INC COM CL A 3,008 3,008 New 370,000
AMERICAN RLTY CAP PPTYS INC COM 2,871 2,871 New 290,000
G-III APPAREL GROUP LTD COM 2,659 2,659 New 25,000


Create your free portfolio