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) 125

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 10.94%
Financial 5.9%
Healthcare 23.16%
Services 20.2%
Technology 27.29%
Transportation 7.86%
Utilities

19 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HCA HOLDINGS INC COM 9,160 9,160 New 130,000
INTEL CORP COM 7,895 3,948 100 250,000
SUPERVALU INC COM 6,823 6,823 New 830,000
PFIZER INC COM 6,564 6,564 New 235,000
DISH NETWORK CORP CL A 5,870 5,870 New 100,000
CONOCOPHILLIPS COM 4,130 4,130 New 60,000
APACHE CORP COM 4,011 4,011 New 55,000
SHIRE PLC SPONSORED ADR 3,692 3,692 New 20,000
MICRON TECHNOLOGY INC COM 3,266 3,266 New 110,000
AMC NETWORKS INC CL A 2,843 2,843 New 50,000
SEADRILL LIMITED SHS 2,652 2,652 New 115,000
YANDEX N V SHS CLASS A 2,641 2,641 New 100,000
VALEANT PHARMACEUTICALS INTL I COM 2,496 2,496 New 20,000
CISCO SYS INC COM 2,293 2,293 New 100,000
PENN VA CORP COM 2,184 2,184 New 280,000
GRAY TELEVISION INC COM 1,798 1,798 New 210,000
HARBINGER GROUP INC COM 1,269 1,269 New 100,000
MEREDITH CORP COM 230 230 New 5,000
BLACKBERRY LTD COM 52 52 New 5,000