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) 125

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

Sector Weighting

Basic Materials 2.88%
Capital Goods
Conglomerates 0%
Consumer Cyclical 0.9%
Consumer/Non-Cyclical 0%
Energy 0%
Financial 15.64%
Healthcare 13.34%
Services 35.86%
Technology 18.04%
Transportation 5.21%
Utilities

25 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMERICAN AIRLS GROUP INC COM 8,426 8,426 New 160,000
EVERCORE PARTNERS INC CLASS A 6,869 3,307 92.86 135,000
MACYS INC COM 6,047 6,047 New 95,000
BROOKDALE SR LIVING INC COM 5,648 5,648 New 150,000
MGM RESORTS INTERNATIONAL COM 5,645 5,645 New 265,000
ACE LIMITED SHS 5,545 5,545 New 50,000
VIACOM INC NEW CL B 4,953 4,953 New 73,000
UNITED CONTL HLDGS INC COM 4,336 4,336 New 64,000
REGAL ENTMT GROUP CL A 4,167 4,167 New 180,000
AMERICAN EXPRESS CO COM 3,899 3,899 New 50,000
PIER 1 IMPORTS INC COM 3,889 3,889 New 275,000
DU PONT E I DE NEMOURS & CO COM 3,583 3,583 New 50,000
TWENTY FIRST CENTY FOX INC CL A 3,539 3,539 New 105,000
APOLLO GLOBAL MGMT LLC CL A SHS 3,161 3,161 New 150,000
AMERICAN RLTY CAP PPTYS INC COM 2,871 2,871 New 290,000
GROUPON INC COM CL A 2,816 2,816 New 370,000
G-III APPAREL GROUP LTD COM 2,795 2,795 New 25,000
MICROSOFT CORP COM 2,253 1,434 175 55,000
REPUBLIC AWYS HLDGS INC COM 2,154 2,154 New 155,000
EBAY INC COM 2,017 2,017 New 35,000