SMITHWOOD ADVISERS, L.P. Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 48
New Positions 8
Increased Positions 13
Decreased Positions 26
Positions with Activity 39
Sold Out Positions 14
Total Mkt Value (in $ millions) 1,255

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

Sector Weighting

Basic Materials 7.11%
Capital Goods 1.37%
Conglomerates
Consumer Cyclical 29.73%
Consumer/Non-Cyclical 4.08%
Energy 2.5%
Financial 0%
Healthcare 1.43%
Services 20.15%
Technology 33.28%
Transportation
Utilities

48 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
KATE SPADE & CO COM 102,240 -10,224 (9.09) 3,000,000
ORACLE CORP COM 80,920 40,460 100 2,000,000
MICROSOFT CORP COM 79,980 79,980 New 2,000,000
DANA HLDG CORP COM 70,230 New 3,000,000
DISH NETWORK CORP CL A 59,420 New 1,000,000
HERTZ GLOBAL HOLDINGS INC COM 56,800 New 2,000,000
NEWELL RUBBERMAID INC COM 51,204 -3,012 (5.56) 1,700,000
E M C CORP MASS COM 50,844 10,704 26.67 1,900,000
AMERICAN AXLE & MFG HLDGS INC COM 49,329 9,135 22.73 2,700,000
NXP SEMICONDUCTORS N V COM 48,496 -18,186 (27.27) 800,000
CHEMTURA CORP COM NEW 46,800 -15,659 (25.07) 2,000,000
NETAPP INC COM 43,254 New 1,200,000
GENERAL MTRS CO COM 42,788 42,788 New 1,250,000
RITE AID CORP COM 39,875 -32,291 (44.75) 5,500,000
CF INDS HLDGS INC COM 36,290 36,290 New 150,000
TIFFANY & CO NEW COM 35,256 New 400,000
DELPHI AUTOMOTIVE PLC SHS 34,415 New 500,000
TRW AUTOMOTIVE HLDGS CORP COM 34,008 New 400,000
TEXAS INSTRS INC COM 32,613 -13,977 (30) 700,000
QEP RES INC COM 31,410 31,410 New 1,000,000