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 |
