Manikay Partners

Manikay Partners as of Dec. 31, 2010

Portfolio Holdings for Manikay Partners

Manikay Partners holds 21 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alcon 12.0 $57M 350k 163.40
Legg Mason 8.4 $40M 1.1M 36.27
Coca-Cola Company (KO) 8.3 $40M 600k 65.77
Airgas 6.6 $31M 500k 62.46
Talecris Biotherapeutics Holdings 6.4 $30M 1.3M 23.30
McAfee 6.3 $30M 650k 46.31
Johnson & Johnson (JNJ) 5.5 $26M 425k 61.85
Pfizer (PFE) 5.3 $25M 1.5M 17.51
NewAlliance Bancshares 5.1 $24M 1.6M 14.98
Nasdaq Omx (NDAQ) 5.0 $24M 1.0M 23.73
King Pharmaceuticals 4.7 $23M 1.6M 14.05
Williams Companies (WMB) 4.7 $22M 900k 24.72
Colgate-Palmolive Company (CL) 4.7 $22M 275k 80.37
Genzyme Corporation 4.5 $21M 300k 71.20
Petroleo Brasileiro SA (PBR) 3.4 $16M 427k 37.84
Discovery Communications 2.8 $13M 357k 36.69
Loews Corporation (L) 2.0 $9.7M 250k 38.91
EXCO Resources 1.8 $8.7M 450k 19.42
Genoptix 1.4 $6.7M 350k 19.02
Istar Finl Inc frnt 10/0 0.9 $4.5M 5.0M 0.89
Cinemark Holdings (CNK) 0.2 $894k 52k 17.23