Manikay Partners as of March 31, 2012
Portfolio Holdings for Manikay Partners
Manikay Partners holds 24 positions in its portfolio as reported in the March 2012 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Bank of America Corporation (BAC) | 13.8 | $77M | 8.0M | 9.57 | |
| Citigroup (C) | 13.2 | $73M | 2.0M | 36.55 | |
| El Paso Corporation | 9.3 | $52M | 1.8M | 29.55 | |
| American International (AIG) | 8.9 | $49M | 1.6M | 30.83 | |
| Coca-Cola Company (KO) | 8.0 | $44M | 600k | 74.01 | |
| Goldman Sachs (GS) | 5.6 | $31M | 250k | 124.37 | |
| Colgate-Palmolive Company (CL) | 5.3 | $29M | 300k | 97.78 | |
| News Corporation | 4.3 | $24M | 1.2M | 19.97 | |
| Istar Finl Inc frnt 10/0 | 3.5 | $20M | 20M | 0.98 | |
| Vale (VALE) | 3.5 | $19M | 832k | 23.33 | |
| Petroleo Brasileiro SA (PBR) | 3.4 | $19M | 712k | 26.56 | |
| Kinder Morgan (KMI) | 3.1 | $17M | 450k | 38.65 | |
| Cobalt Intl Energy | 3.0 | $17M | 550k | 30.03 | |
| American Intl Group | 2.9 | $16M | 1.5M | 10.63 | |
| Nielsen Holdings Nv | 2.7 | $15M | 500k | 30.14 | |
| NYSE Euronext | 2.7 | $15M | 500k | 30.01 | |
| Johnson & Johnson (JNJ) | 1.2 | $6.6M | 100k | 65.96 | |
| Pfizer (PFE) | 1.2 | $6.5M | 289k | 22.64 | |
| Abbott Laboratories (ABT) | 1.0 | $5.4M | 88k | 61.30 | |
| Merck & Co (MRK) | 0.9 | $4.8M | 126k | 38.40 | |
| Procter & Gamble Company (PG) | 0.9 | $4.8M | 71k | 67.21 | |
| Stryker Corporation (SYK) | 0.5 | $3.0M | 54k | 55.48 | |
| Zimmer Holdings (ZBH) | 0.5 | $2.9M | 45k | 64.29 | |
| Kimberly-Clark Corporation (KMB) | 0.5 | $2.7M | 36k | 73.89 |
