Manikay Partners

Manikay Partners as of March 31, 2013

Portfolio Holdings for Manikay Partners

Manikay Partners holds 26 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Constellation Brands (STZ) 12.4 $124M 2.6M 47.64
NYSE Euronext 10.3 $104M 2.7M 38.64
Virgin Media 10.3 $103M 2.1M 48.97
Bank of America Corporation (BAC) 10.2 $102M 8.4M 12.18
Citigroup (C) 8.0 $80M 1.8M 44.24
American International (AIG) 7.8 $78M 2.0M 38.82
Coca-Cola Company (KO) 5.7 $57M 1.4M 40.44
Ryman Hospitality Pptys (RHP) 3.6 $36M 784k 45.75
Colgate-Palmolive Company (CL) 3.5 $35M 300k 118.03
BHP Billiton 2.6 $26M 447k 58.06
Discovery Communications 2.4 $24M 351k 69.54
Cymer 2.4 $24M 250k 96.15
Cnh Global 2.3 $23M 550k 41.32
E TRADE Financial Corporation 2.1 $21M 2.0M 10.71
WMS Industries 2.1 $22M 851k 25.21
American Intl Group 2.0 $20M 1.3M 15.20
Yahoo! 2.0 $20M 850k 23.53
News Corporation 1.8 $19M 600k 30.76
Comcast Corporation 1.8 $18M 451k 39.61
Arbitron 1.7 $17M 365k 46.87
Carnival Corporation (CCL) 1.4 $14M 420k 34.30
Elan Corporation 1.4 $14M 1.2M 11.80
Kayak Software Corp cl a 1.0 $10M 250k 39.96
Graphic Packaging Holding Company (GPK) 0.8 $7.5M 1.0M 7.49
Techne Corporation 0.3 $3.4M 50k 67.86
Education Realty Trust 0.0 $258k 25k 10.53