SMITHWOOD ADVISERS, L.P. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 28
New Positions 6
Increased Positions 8
Decreased Positions 18
Positions with Activity 26
Sold Out Positions 14
Total Mkt Value (in $ millions) 672

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

Sector Weighting

Basic Materials 14.2%
Capital Goods 0%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 13.55%
Energy 16.58%
Financial
Healthcare 7.62%
Services 19.54%
Technology 26.68%
Transportation
Utilities

28 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
YPF SOCIEDAD ANONIMA SPON ADR CL D 100,631 -25 (0.03) 3,255,600
MICROSOFT CORP COM 96,480 New 2,000,000
CF INDS HLDGS INC COM 95,485 36,725 62.50 325,000
MICRON TECHNOLOGY INC COM 68,808 5,734 9.09 2,400,000
NEWELL RUBBERMAID INC COM 63,080 -49,457 (43.95) 1,610,000
YAHOO INC COM 63,060 63,060 New 1,500,000
ASTRAZENECA PLC SPONSORED ADR 51,259 -123 (0.24) 748,200
DISH NETWORK CORP CL A 47,803 -20,480 (29.99) 700,000
LORILLARD INC COM 28,072 28,072 New 400,000
CBS CORP (CLASS B) CL B 15,655 New 250,000
SUNEDISON INC COM 14,152 14,152 New 550,000
AMERICAN AIRLS GROUP INC COM 12,238 12,238 New 250,000
SANDRIDGE ENERGY INC COM 10,860 10,860 New 6,000,000
CAESARS ENTMT CORP COM 4,883 4,883 New 525,000
ALLEGION PUB LTD CO ORD SHS -40,012 Sold Out 0
ANADARKO PETE CORP COM -51,552 Sold Out 0
B/E AEROSPACE INC COM -30,130 Sold Out 0
DANA HLDG CORP COM -54,600 Sold Out 0
GLOBALSTAR INC COM -9,560 Sold Out 0
GOOGLE INC CL A -11,057 Sold Out 0


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