Manikay Partners, LLC

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

Manikay Partners portfolio companies for March 2017 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Valspar Corporation (VAL) 9.54 1.30M -10.00% 110.94 112.99
Monsanto Company (MON) 9.51 1.26M +82.00% 113.20 116.84
Nxp Semiconductors N V 9.38 1.36M -18.00% 103.50 0.00
Financial Select Sector SPDR (XLF) 7.88 5.00M 23.73 23.98
Level 3 Communications 7.75 2.04M -18.00% 57.22 0.00
Citigroup Inc 7.27 1.83M -18.00% 59.82 0.00
Bank of America Corporation (BAC) 7.05 4.50M -35.00% 23.59 22.93
Tiffany & Co. (TIF) 6.33 1000000 95.30 91.43
Time Warner (TWX) 4.90 755000 -20.00% 97.71 99.40
Coca-Cola Company (KO) 4.23 1.50M 42.44 45.07
JPMorgan Chase & Co. (JPM) 3.79 650000 NEW 87.84 87.02
Colgate-Palmolive Company (CL) 2.92 600000 -7.00% 73.19 75.53
Brocade Communications Systems (BRCD) 2.43 2.94M NEW 12.48 12.62
Fox News 2.37 1.12M -31.00% 31.78 0.00
BHP Billiton (BBL) 2.32 1.12M +96.00% 31.15 29.22
Boston Beer Company (SAM) 2.02 210000 144.65 130.55
Tegna Inc Com stock 1.96 1.15M NEW 25.62 0.00
American Intl Group Inc 1.70 1.20M -14.00% 21.37 0.00
Sally Beauty Holdings (SBH) 1.36 1000000 NEW 20.44 19.38
International Game Technology 0.87 550000 -21.00% 23.70 0.00
Liberty Ventures - Ser A 0.87 293634 -60.00% 44.48 0.00
Pandora Media Inc 0.78 1000000 +100.00% 11.81 0.00
Liberty Media Corp Delaware Com C Siriusxm 0.77 300000 +22.00% 38.78 0.00
Dell Technologies Inc Class V equity 0.63 148516 +73.00% 64.08 0.00
Allied World Assurance Co New 0.39 110000 NEW 53.10 0.00
Liberty Media Corp Delaware Com A Siriusxm 0.39 150000 +20.00% 38.92 0.00
Liberty Tripadvisor Hldgs 0.32 346600 NEW 14.10 0.00
Penn National Gaming (PENN) 0.18 150000 -81.00% 18.43 21.50
Syngenta AG (SYT) 0.11 19471 88.49 92.60

Past 13F-HR SEC Filings for Manikay Partners

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