Manikay Partners as of June 30, 2014
Portfolio Holdings for Manikay Partners
Manikay Partners holds 31 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American International (AIG) | 10.7 | $193M | 3.5M | 54.58 | |
| Verizon Communications (VZ) | 9.1 | $164M | 3.4M | 48.93 | |
| Bank of America Corporation (BAC) | 8.6 | $154M | 10M | 15.37 | |
| Citigroup (C) | 7.6 | $137M | 2.9M | 47.10 | |
| Forest Laboratories | 7.3 | $131M | 1.3M | 99.00 | |
| Weyerhaeuser Company (WY) | 4.5 | $80M | 2.4M | 33.09 | |
| Constellation Brands (STZ) | 4.2 | $75M | 850k | 88.13 | |
| Comcast Corporation (CMCSA) | 3.9 | $69M | 1.3M | 53.68 | |
| Directv | 3.8 | $68M | 800k | 85.01 | |
| Coca-Cola Company (KO) | 3.3 | $59M | 1.4M | 42.36 | |
| Time Warner Cable | 3.1 | $55M | 375k | 147.30 | |
| Covidien | 3.0 | $54M | 600k | 90.18 | |
| Sally Beauty Holdings (SBH) | 2.8 | $50M | 2.0M | 25.08 | |
| Hudson City Ban | 2.8 | $50M | 5.1M | 9.83 | |
| Safeway | 2.7 | $48M | 1.4M | 34.34 | |
| Colgate-Palmolive Company (CL) | 2.3 | $41M | 600k | 68.18 | |
| News Corp Class B cos (NWS) | 2.2 | $40M | 2.3M | 17.45 | |
| BHP Billiton (BHP) | 2.2 | $40M | 585k | 68.45 | |
| Starwood Hotels & Resorts Worldwide | 2.0 | $37M | 454k | 80.82 | |
| American Intl Group | 2.0 | $36M | 1.3M | 26.60 | |
| Sirius Xm Holdings (SIRI) | 1.9 | $35M | 10M | 3.46 | |
| Questcor Pharmaceuticals | 1.7 | $31M | 334k | 92.49 | |
| Liberty Global Inc C | 1.7 | $30M | 711k | 42.31 | |
| Hillshire Brands | 1.6 | $30M | 475k | 62.30 | |
| Nasdaq Omx (NDAQ) | 1.4 | $26M | 661k | 38.62 | |
| Fox News | 1.4 | $25M | 725k | 34.23 | |
| Amer (UHAL) | 1.0 | $17M | 59k | 290.77 | |
| Tri Pointe Homes (TPH) | 0.5 | $9.4M | 600k | 15.72 | |
| NVIDIA Corporation (NVDA) | 0.3 | $5.6M | 300k | 18.54 | |
| Fidelity National Financial | 0.2 | $4.3M | 130k | 32.76 | |
| Liberty Global Inc Com Ser A | 0.2 | $3.2M | 73k | 44.22 |
