Manikay Partners as of March 31, 2014
Portfolio Holdings for Manikay Partners
Manikay Partners holds 22 positions in its portfolio as reported in the March 2014 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Bank of America Corporation (BAC) | 16.3 | $206M | 12M | 17.20 | |
| Verizon Communications (VZ) | 12.6 | $159M | 3.4M | 47.57 | |
| Citigroup (C) | 12.1 | $152M | 3.2M | 47.60 | |
| American International (AIG) | 12.0 | $152M | 3.0M | 50.01 | |
| Constellation Brands (STZ) | 5.7 | $72M | 850k | 84.97 | |
| Safeway | 4.4 | $55M | 1.5M | 36.94 | |
| Coca-Cola Company (KO) | 4.3 | $54M | 1.4M | 38.66 | |
| Omni (OMC) | 4.0 | $51M | 700k | 72.60 | |
| Colgate-Palmolive Company (CL) | 3.1 | $39M | 600k | 64.87 | |
| News Corp Class B cos (NWS) | 3.1 | $39M | 2.3M | 16.70 | |
| Sirius Xm Holdings | 3.0 | $38M | 12M | 3.20 | |
| Hudson City Ban | 3.0 | $38M | 3.8M | 9.83 | |
| CapitalSource | 2.6 | $33M | 2.3M | 14.59 | |
| Sally Beauty Holdings (SBH) | 2.3 | $29M | 1.1M | 27.40 | |
| American Intl Group | 2.2 | $27M | 1.3M | 20.44 | |
| BHP Billiton (BHP) | 2.1 | $27M | 392k | 67.77 | |
| Nasdaq Omx (NDAQ) | 2.0 | $26M | 690k | 36.94 | |
| Time Warner Cable | 2.0 | $25M | 185k | 137.18 | |
| Forest Laboratories | 1.8 | $23M | 250k | 92.27 | |
| Fox News | 1.1 | $14M | 457k | 31.12 | |
| Choice Hotels International (CHH) | 0.2 | $2.3M | 50k | 46.00 | |
| Community Health Sys Inc New right 01/27/2016 | 0.0 | $300k | 5.0M | 0.06 |
