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 |
