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) 1,237

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

Sector Weighting

Basic Materials 7.2%
Capital Goods 1.36%
Conglomerates
Consumer Cyclical 29.55%
Consumer/Non-Cyclical 4.11%
Energy 2.61%
Financial 0%
Healthcare 1.39%
Services 20.08%
Technology 33.35%
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 99,540 -9,954 (9.09) 3,000,000
ORACLE CORP COM 80,160 40,080 100 2,000,000
MICROSOFT CORP COM 80,020 80,020 New 2,000,000
DANA HLDG CORP COM 68,340 New 3,000,000
DISH NETWORK CORP CL A 59,470 New 1,000,000
HERTZ GLOBAL HOLDINGS INC COM 56,140 New 2,000,000
NEWELL RUBBERMAID INC COM 50,813 -2,989 (5.56) 1,700,000
E M C CORP MASS COM 50,578 10,648 26.67 1,900,000
AMERICAN AXLE & MFG HLDGS INC COM 49,140 9,100 22.73 2,700,000
NXP SEMICONDUCTORS N V COM 46,560 -17,460 (27.27) 800,000
CHEMTURA CORP COM NEW 46,320 -15,499 (25.07) 2,000,000
NETAPP INC COM 43,044 New 1,200,000
GENERAL MTRS CO COM 42,475 42,475 New 1,250,000
RITE AID CORP COM 39,380 -31,890 (44.75) 5,500,000
CF INDS HLDGS INC COM 36,351 36,351 New 150,000
TIFFANY & CO NEW COM 34,660 New 400,000
DELPHI AUTOMOTIVE PLC SHS 33,600 New 500,000
TRW AUTOMOTIVE HLDGS CORP COM 32,932 New 400,000
QEP RES INC COM 32,320 32,320 New 1,000,000
TEXAS INSTRS INC COM 32,081 -13,749 (30) 700,000