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 |
