Manikay Partners as of Dec. 31, 2011
Portfolio Holdings for Manikay Partners
Manikay Partners holds 21 positions in its portfolio as reported in the December 2011 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Pharmasset | 14.1 | $69M | 538k | 128.20 | |
| Coca-Cola Company (KO) | 8.6 | $42M | 600k | 69.97 | |
| Williams Companies (WMB) | 8.1 | $40M | 1.2M | 33.02 | |
| NYSE Euronext | 7.2 | $36M | 1.4M | 26.10 | |
| El Paso Corporation | 6.5 | $32M | 1.2M | 26.57 | |
| News Corporation | 6.0 | $29M | 1.6M | 18.18 | |
| Colgate-Palmolive Company (CL) | 5.7 | $28M | 300k | 92.39 | |
| Citigroup (C) | 5.4 | $26M | 1.0M | 26.31 | |
| Motorola Mobility Holdings | 5.2 | $25M | 650k | 38.80 | |
| Goldman Sachs (GS) | 4.6 | $23M | 250k | 90.43 | |
| Bank of America Corporation (BAC) | 4.5 | $22M | 4.0M | 5.56 | |
| Constellation Energy | 4.0 | $20M | 500k | 39.67 | |
| Goodrich Corporation | 4.0 | $20M | 160k | 123.70 | |
| American International (AIG) | 3.5 | $17M | 735k | 23.20 | |
| MetLife (MET) | 2.9 | $14M | 450k | 31.18 | |
| Wpx Energy | 2.1 | $10M | 575k | 18.17 | |
| HealthSpring | 1.9 | $9.5M | 175k | 54.54 | |
| Bank Of America Corporation preferred (BAC.PL) | 1.9 | $9.4M | 12k | 786.00 | |
| American Intl Group | 1.5 | $7.4M | 1.3M | 5.51 | |
| Sealed Air (SEE) | 1.5 | $7.3M | 422k | 17.21 | |
| BHP Billiton | 0.8 | $4.0M | 69k | 58.38 |
