Manikay Partners as of Sept. 30, 2013
Portfolio Holdings for Manikay Partners
Manikay Partners holds 19 positions in its portfolio as reported in the September 2013 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Bank of America Corporation (BAC) | 15.4 | $166M | 12M | 13.80 | |
| American International (AIG) | 15.0 | $161M | 3.3M | 48.63 | |
| Citigroup (C) | 14.9 | $160M | 3.3M | 48.51 | |
| Constellation Brands (STZ) | 8.5 | $92M | 1.6M | 57.40 | |
| Onyx Pharmaceuticals | 6.1 | $66M | 525k | 124.70 | |
| Lender Processing Services | 5.6 | $60M | 1.8M | 33.27 | |
| Hudson City Ban | 5.5 | $60M | 6.6M | 9.04 | |
| Coca-Cola Company (KO) | 4.9 | $53M | 1.4M | 37.88 | |
| Yahoo! | 4.5 | $48M | 1.5M | 33.17 | |
| Colgate-Palmolive Company (CL) | 3.3 | $36M | 600k | 59.30 | |
| Fox News | 2.6 | $28M | 830k | 33.40 | |
| American Intl Group | 2.4 | $25M | 1.3M | 18.95 | |
| Elan Corporation | 2.3 | $25M | 1.6M | 15.58 | |
| Omni (OMC) | 2.3 | $25M | 390k | 63.44 | |
| Royal Dutch Shell | 2.0 | $22M | 335k | 65.68 | |
| News Corp Class B cos (NWS) | 1.8 | $19M | 1.2M | 16.43 | |
| Fidelity National Financial | 1.2 | $13M | 500k | 26.60 | |
| Compania Cervecerias Unidas (CCU) | 0.9 | $10M | 375k | 26.61 | |
| CapitalSource | 0.9 | $9.6M | 809k | 11.88 |
