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 |
