SMITHWOOD ADVISERS, L.P. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 41
New Positions 6
Increased Positions 14
Decreased Positions 22
Positions with Activity 36
Sold Out Positions 10
Total Mkt Value (in $ millions) 1,268

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

Sector Weighting

Basic Materials 5.98%
Capital Goods 5.33%
Conglomerates
Consumer Cyclical 16.59%
Consumer/Non-Cyclical 7.65%
Energy 11.31%
Financial
Healthcare 10.2%
Services 20.79%
Technology 18.87%
Transportation
Utilities

41 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
YPF SOCIEDAD ANONIMA SPON ADR CL D 115,640 82,600 250 3,500,000
NEWELL RUBBERMAID INC COM 96,947 30,087 45 2,900,000
ALLERGAN INC COM 81,055 81,055 New 500,000
DANA HLDG CORP COM 71,145 2,295 3.33 3,100,000
MICROSOFT CORP COM 67,320 67,320 New 1,500,000
DISH NETWORK CORP CL A 64,730 New 1,000,000
KATE SPADE & CO COM 53,460 -35,640 (40) 1,650,000
TIFFANY & CO NEW COM 50,820 New 500,000
MICRON TECHNOLOGY INC COM 49,215 -16,405 (25) 1,500,000
ASTRAZENECA PLC SPONSORED ADR 48,256 48,256 New 650,000
GOOGLE INC CL C 45,536 34,152 300 80,000
CF INDS HLDGS INC COM 44,158 -4,664 (9.55) 169,677
TWENTY FIRST CENTY FOX INC CL A 42,720 21,360 100 1,200,000
HERTZ GLOBAL HOLDINGS INC COM 41,599 -18,821 (31.15) 1,377,000
ORACLE CORP COM 37,143 -4,127 (10) 900,000
ALLEGION PUB LTD CO ORD SHS 33,134 New 642,761
OMNICARE INC COM 31,895 -6,583 (17.11) 500,000
GRAPHIC PACKAGING HLDG CO COM 31,650 4,748 17.65 2,500,000
TRW AUTOMOTIVE HLDGS CORP COM 29,145 -9,715 (25) 300,000
TENNECO INC COM 28,760 -6,391 (18.18) 450,000