Manikay Partners as of Dec. 31, 2012
Portfolio Holdings for Manikay Partners
Manikay Partners holds 23 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bank of America Corporation (BAC) | 13.5 | $98M | 8.4M | 11.61 | |
| Citigroup (C) | 10.9 | $79M | 2.0M | 39.56 | |
| NYSE Euronext | 8.7 | $63M | 2.0M | 31.54 | |
| American International (AIG) | 8.4 | $61M | 1.7M | 35.30 | |
| Monster Beverage | 7.3 | $53M | 1.0M | 52.84 | |
| Liberty Media Corp lcpad | 6.2 | $45M | 390k | 116.01 | |
| Coca-Cola Company (KO) | 6.0 | $44M | 1.2M | 36.25 | |
| Petroleo Brasileiro SA (PBR) | 5.6 | $40M | 2.1M | 19.47 | |
| Ryman Hospitality Pptys (RHP) | 4.7 | $34M | 879k | 38.46 | |
| Colgate-Palmolive Company (CL) | 4.3 | $31M | 300k | 104.54 | |
| Nexen | 3.5 | $26M | 950k | 26.94 | |
| News Corporation | 3.5 | $26M | 975k | 26.24 | |
| American Intl Group | 2.5 | $18M | 1.3M | 13.80 | |
| Yahoo! | 2.3 | $17M | 850k | 19.90 | |
| IntercontinentalEx.. | 2.1 | $15M | 125k | 123.81 | |
| Hca Holdings (HCA) | 2.1 | $15M | 500k | 30.17 | |
| Vale (VALE) | 1.9 | $14M | 668k | 20.96 | |
| American Rlty Cap Tr | 1.7 | $12M | 1.1M | 11.54 | |
| Abbvie (ABBV) | 1.4 | $10M | 300k | 34.17 | |
| Liberty Global | 1.2 | $8.7M | 149k | 58.75 | |
| McMoRan Exploration | 1.1 | $8.0M | 500k | 16.05 | |
| Silgan Holdings (SLGN) | 0.7 | $5.2M | 125k | 41.54 | |
| Cnh Global | 0.2 | $1.3M | 32k | 40.28 |
