Manikay Partners

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 (SIRI) 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