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 | 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 |
