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 |
