Manikay Partners as of June 30, 2013
Portfolio Holdings for Manikay Partners
Manikay Partners holds 23 positions in its portfolio as reported in the June 2013 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Citigroup (C) | 14.1 | $156M | 3.3M | 47.97 | |
| American International (AIG) | 13.8 | $153M | 3.4M | 44.70 | |
| Bank of America Corporation (BAC) | 13.3 | $148M | 12M | 12.86 | |
| Sprint Nextel Corporation | 6.3 | $70M | 10M | 7.02 | |
| Constellation Brands (STZ) | 6.1 | $68M | 1.3M | 52.12 | |
| Zoetis Inc Cl A (ZTS) | 5.6 | $62M | 2.0M | 30.89 | |
| Coca-Cola Company (KO) | 5.1 | $56M | 1.4M | 40.11 | |
| Yahoo! | 5.0 | $55M | 2.2M | 25.13 | |
| Dell | 4.8 | $53M | 4.0M | 13.33 | |
| Gardner Denver | 4.1 | $45M | 600k | 75.18 | |
| News Corporation | 3.8 | $42M | 1.3M | 32.82 | |
| Smithfield Foods | 3.5 | $39M | 1.2M | 32.75 | |
| BMC Software | 3.3 | $36M | 800k | 45.13 | |
| Colgate-Palmolive Company (CL) | 3.1 | $34M | 600k | 57.29 | |
| Cnh Global | 2.2 | $25M | 590k | 41.66 | |
| American Intl Group | 2.2 | $24M | 1.3M | 18.24 | |
| Nielsen Holdings Nv | 1.0 | $11M | 341k | 33.59 | |
| Discovery Communications | 0.9 | $9.7M | 139k | 69.77 | |
| NetSpend Holdings | 0.9 | $9.6M | 600k | 15.98 | |
| BHP Billiton | 0.5 | $5.1M | 99k | 51.27 | |
| Whitewave Foods | 0.4 | $4.1M | 270k | 15.20 | |
| Hudson City Ban | 0.1 | $866k | 94k | 9.17 | |
| Comcast Corporation | 0.1 | $595k | 15k | 39.67 |
