SMITHWOOD ADVISERS, L.P. Information

1999 AVENUE OF THE STARS, SUITE 2040, LOS ANGELES, California, 90067-6022, (310) 286-2929

Report Date: 03/31/2016

Position Statistics

Total Positions 12
New Positions 3
Increased Positions 3
Decreased Positions 3
Positions with Activity 6
Sold Out Positions 2
Total Mkt Value (in $ millions) 223

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

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 3.67%
Energy 30.42%
Financial
Healthcare 22.2%
Services 5.19%
Technology 35.87%
Transportation
Utilities 1.71%

12 Positions as of 03/31/2016

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MICROSOFT CORP COM 80,048 New 1,600,000
YPF SOCIEDAD ANONIMA SPON ADR CL D 67,879 New 3,255,600
ALLERGAN PLC SHS 28,189 28,189 New 125,000
BAXTER INTL INC COM 21,350 New 500,000
NII HLDGS INC COM PAR $0.001 10,787 New 3,758,423
NEWELL BRANDS INC COM 8,189 8,189 New 172,400
PAMPA ENERGIA S A SPONS ADR LVL I 3,821 New 180,000
FINTECH ACQUISITION CORP COM 1,350 -8,650 (86.5) 135,000
GLOBALSTAR INC COM 792 792 New 300,000
FINTECH ACQUISITION CORP WT EXP 021920 750 New 1,000,000
WILLIAMS COS INC DEL COM -5,488 Sold Out 0
YAHOO INC COM -36,660 Sold Out 0