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 |
