Manikay Partners

Latest statistics and disclosures from Manikay Partners's latest quarterly 13F-HR filing:

Companies in the Manikay Partners portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Time Warner (TWX) 11.98 1.89M +50% 102.45
Monsanto Company (MON) 8.72 1.17M 119.82
Citigroup Inc 8.26 1.83M 72.74
Nxp Semiconductors N V 7.89 1.12M +3% 113.09
Bank of America Corporation (BAC) 7.08 4.50M 25.34
Financial Select Sector SPDR (XLF) 6.42 4.00M NEW 25.86
Tiffany & Co. (TIF) 5.69 1000000 91.78
Tesla Motors (TSLA) 4.76 225000 +80% 341.10
Coca-Cola Company (KO) 4.19 1.50M 45.01
Shire (SHPGY) 2.87 302000 NEW 153.14
Colgate-Palmolive Company (CL) 2.71 600000 72.85
Kroger (KR) 2.49 2.00M NEW 20.06
JPMorgan Chase & Co. (JPM) 2.37 400000 NEW 95.51
Fox News 2.36 1.48M +185% 25.79
Tribune Co New Cl A 2.30 908138 -32% 40.86
Boston Beer Company (SAM) 2.04 210000 156.20
Dell Technologies Inc Class V equity 2.04 425000 -15% 77.21
Cars 2.02 1.23M +613% 26.61
Rockwell Collins (COL) 1.94 239019 NEW 130.71
Altaba 1.87 455600 -50% 66.24
American Intl Group Inc 1.73 1.39M +15% 20.00
Rice Energy 1.66 925000 NEW 28.94
First Data 1.57 1.40M NEW 18.04
Unilever (UL) 1.22 339600 57.96
Loews Corporation (L) 1.04 350000 NEW 47.86
Us Foods Hldg Corp call 0.62 375000 NEW 26.70
Liberty Media Corp Delaware Com C Siriusxm 0.58 225000 +50% 41.87
Atwood Oceanics (ATW) 0.51 882758 NEW 9.39
Liberty Media Corp Delaware Com A Siriusxm 0.38 145000 +52% 41.90
Akorn (AKRX) 0.37 177500 NEW 33.19
Discovery Communications (DISCK) 0.31 248200 NEW 20.26

Past 13F-HR SEC Filings by Manikay Partners

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