Manikay Partners as of Dec. 31, 2013
Portfolio Holdings for Manikay Partners
Manikay Partners holds 17 positions in its portfolio as reported in the December 2013 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Constellation Brands (STZ) | 15.2 | $158M | 2.3M | 70.38 | |
| Bank of America Corporation (BAC) | 14.9 | $156M | 10M | 15.57 | |
| Citigroup (C) | 13.5 | $141M | 2.7M | 52.11 | |
| American International (AIG) | 9.9 | $103M | 2.0M | 51.05 | |
| Health Management Associates | 6.8 | $71M | 5.4M | 13.10 | |
| Coca-Cola Company (KO) | 5.5 | $58M | 1.4M | 41.31 | |
| Lender Processing Services | 4.7 | $49M | 1.3M | 37.38 | |
| Hudson City Ban | 4.3 | $45M | 4.7M | 9.43 | |
| Jarden Corporation | 4.0 | $42M | 680k | 61.35 | |
| Colgate-Palmolive Company (CL) | 3.8 | $39M | 600k | 65.21 | |
| News Corp Class B cos (NWS) | 3.4 | $35M | 2.0M | 17.83 | |
| Yahoo! | 3.2 | $34M | 827k | 40.44 | |
| Sally Beauty Holdings (SBH) | 2.9 | $30M | 1.0M | 30.23 | |
| American Intl Group | 2.6 | $27M | 1.3M | 20.25 | |
| Fox News | 2.5 | $26M | 752k | 34.60 | |
| Vodafone | 2.0 | $21M | 535k | 39.31 | |
| Leap Wireless International | 0.8 | $7.8M | 450k | 17.40 |
