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 |
