Manikay Partners as of Sept. 30, 2013
Portfolio Holdings for Manikay Partners
Manikay Partners holds 20 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) | 14.9 | $166M | 12M | 13.80 | |
| American Intl Group Com New (AIG) | 14.5 | $161M | 3.3M | 48.63 | |
| Citigroup Com New (C) | 14.4 | $160M | 3.3M | 48.51 | |
| Constellation Brands Cl A (STZ) | 8.2 | $92M | 1.6M | 57.40 | |
| Onyx Pharmaceuticals | 5.9 | $66M | 525k | 124.70 | |
| Lender Processing Services | 5.4 | $60M | 1.8M | 33.27 | |
| Hudson City Ban | 5.4 | $60M | 6.6M | 9.04 | |
| Coca-Cola Company (KO) | 4.8 | $53M | 1.4M | 37.88 | |
| Yahoo! | 4.3 | $48M | 1.5M | 33.17 | |
| Cnh Global N V Shs New | 3.3 | $37M | 2.9M | 12.50 | |
| Colgate-Palmolive Company (CL) | 3.2 | $36M | 600k | 59.30 | |
| Twenty First Century Fox CL B | 2.5 | $28M | 830k | 33.40 | |
| American Intl Group *w Exp 01/19/202 | 2.3 | $25M | 1.3M | 18.95 | |
| Elan Adr | 2.2 | $25M | 1.6M | 15.58 | |
| Omni (OMC) | 2.2 | $25M | 390k | 63.44 | |
| Royal Dutch Shell Spons Adr A | 2.0 | $22M | 335k | 65.68 | |
| News Corp CL B (NWS) | 1.7 | $19M | 1.2M | 16.43 | |
| Fidelity National Financial Cl A Put Option | 1.2 | $13M | 500k | 26.60 | |
| Compania Cervecerias Unidas Sponsored Adr (CCU) | 0.9 | $10M | 375k | 26.61 | |
| CapitalSource | 0.9 | $9.6M | 809k | 11.88 |
