Manikay Partners as of March 31, 2013
Portfolio Holdings for Manikay Partners
Manikay Partners holds 26 positions in its portfolio as reported in the March 2013 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Constellation Brands (STZ) | 12.4 | $124M | 2.6M | 47.64 | |
| NYSE Euronext | 10.3 | $104M | 2.7M | 38.64 | |
| Virgin Media | 10.3 | $103M | 2.1M | 48.97 | |
| Bank of America Corporation (BAC) | 10.2 | $102M | 8.4M | 12.18 | |
| Citigroup (C) | 8.0 | $80M | 1.8M | 44.24 | |
| American International (AIG) | 7.8 | $78M | 2.0M | 38.82 | |
| Coca-Cola Company (KO) | 5.7 | $57M | 1.4M | 40.44 | |
| Ryman Hospitality Pptys (RHP) | 3.6 | $36M | 784k | 45.75 | |
| Colgate-Palmolive Company (CL) | 3.5 | $35M | 300k | 118.03 | |
| BHP Billiton | 2.6 | $26M | 447k | 58.06 | |
| Discovery Communications | 2.4 | $24M | 351k | 69.54 | |
| Cymer | 2.4 | $24M | 250k | 96.15 | |
| Cnh Global | 2.3 | $23M | 550k | 41.32 | |
| E TRADE Financial Corporation | 2.1 | $21M | 2.0M | 10.71 | |
| WMS Industries | 2.1 | $22M | 851k | 25.21 | |
| American Intl Group | 2.0 | $20M | 1.3M | 15.20 | |
| Yahoo! | 2.0 | $20M | 850k | 23.53 | |
| News Corporation | 1.8 | $19M | 600k | 30.76 | |
| Comcast Corporation | 1.8 | $18M | 451k | 39.61 | |
| Arbitron | 1.7 | $17M | 365k | 46.87 | |
| Carnival Corporation (CCL) | 1.4 | $14M | 420k | 34.30 | |
| Elan Corporation | 1.4 | $14M | 1.2M | 11.80 | |
| Kayak Software Corp cl a | 1.0 | $10M | 250k | 39.96 | |
| Graphic Packaging Holding Company (GPK) | 0.8 | $7.5M | 1.0M | 7.49 | |
| Techne Corporation | 0.3 | $3.4M | 50k | 67.86 | |
| Education Realty Trust | 0.0 | $258k | 25k | 10.53 |
