SMITHWOOD ADVISERS, L.P. Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 48
New Positions 13
Increased Positions 20
Decreased Positions 22
Positions with Activity 42
Sold Out Positions 13
Total Mkt Value (in $ millions) 1,297

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

Sector Weighting

Basic Materials 5.59%
Capital Goods 1.97%
Conglomerates
Consumer Cyclical 23.99%
Consumer/Non-Cyclical 5.01%
Energy 6.85%
Financial
Healthcare 0.34%
Services 31.57%
Technology 21.17%
Transportation
Utilities

48 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
KATE SPADE & CO COM 104,033 -9,458 (8.33) 2,750,000
DIRECTV COM 94,655 94,655 New 1,100,000
DANA HLDG CORP COM 67,140 New 3,000,000
NEWELL RUBBERMAID INC COM 64,960 9,744 17.65 2,000,000
DISH NETWORK CORP CL A 61,870 New 1,000,000
MICRON TECHNOLOGY INC COM 61,100 54,990 900 2,000,000
HERTZ GLOBAL HOLDINGS INC COM 56,440 New 2,000,000
ANADARKO PETE CORP COM 53,425 53,425 New 500,000
TIFFANY & CO NEW COM 48,805 9,761 25 500,000
CF INDS HLDGS INC COM 46,964 9,413 25.07 187,600
NETAPP INC COM 46,608 New 1,200,000
TRW AUTOMOTIVE HLDGS CORP COM 40,916 New 400,000
ORACLE CORP COM 40,390 -40,390 (50) 1,000,000
OMNICARE INC COM 37,700 37,700 New 603,200
NXP SEMICONDUCTORS N V COM 35,851 -14,029 (28.13) 575,000
YPF SOCIEDAD ANONIMA SPON ADR CL D 35,380 35,380 New 1,000,000
TENNECO INC COM 35,035 6,370 22.22 550,000
IAC INTERACTIVECORP COM PAR $.001 33,600 33,600 New 500,000
DELPHI AUTOMOTIVE PLC SHS 33,400 New 500,000
ALLEGION PUB LTD CO ORD SHS 33,057 33,057 New 642,761