Manikay Partners

Manikay Partners as of June 30, 2011

Portfolio Holdings for Manikay Partners

Manikay Partners holds 25 positions in its portfolio as reported in the June 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Coca-Cola Company (KO) 9.5 $40M 600k 67.29
Grifols S A 7.9 $34M 4.5M 7.51
Pfizer (PFE) 7.0 $30M 1.5M 20.60
Johnson & Johnson (JNJ) 6.6 $28M 425k 66.52
Mosaic (MOS) 6.3 $27M 400k 67.73
Colgate-Palmolive Company (CL) 6.2 $26M 300k 87.41
Wal-Mart Stores (WMT) 5.6 $24M 450k 53.14
American International (AIG) 5.2 $22M 750k 29.32
News Corporation 4.8 $20M 1.1M 18.08
Legg Mason 4.6 $20M 600k 32.76
Varian Semiconductor 4.0 $17M 275k 61.44
Ford Motor Company (F) 3.9 $17M 1.2M 13.79
American Intl Group 3.8 $16M 1.6M 10.20
NYSE Euronext 3.6 $15M 450k 34.27
BJ's Wholesale Club 3.5 $15M 300k 50.35
BHP Billiton 3.2 $14M 176k 78.43
MetLife (MET) 3.1 $13M 300k 43.87
Accenture (ACN) 2.8 $12M 200k 60.42
EXCO Resources 2.4 $10M 585k 17.65
Nasdaq Omx (NDAQ) 2.4 $10M 400k 25.30
Telephone & Data Sys Inc spl 1.3 $5.5M 203k 26.93
FXCM 0.9 $4.0M 400k 9.92
iShares Silver Trust (SLV) 0.8 $3.3M 97k 33.84
Evercore Partners (EVR) 0.6 $2.5M 74k 33.32
StarTek 0.0 $86k 25k 3.44