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 |
