Manikay Partners as of Dec. 31, 2014
Portfolio Holdings for Manikay Partners
Manikay Partners holds 30 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bank of America Corporation (BAC) | 9.0 | $179M | 10M | 17.89 | |
| Citigroup Com New (C) | 7.9 | $157M | 2.9M | 54.11 | |
| Allergan | 7.0 | $138M | 650k | 212.59 | |
| International Game Technology | 5.7 | $112M | 6.5M | 17.25 | |
| Directv | 5.4 | $108M | 1.2M | 86.70 | |
| Safeway Com New | 4.6 | $91M | 2.6M | 35.12 | |
| Cubist Pharmaceuticals | 4.5 | $88M | 875k | 100.65 | |
| Family Dollar Stores | 4.4 | $87M | 1.1M | 79.21 | |
| Covidien SHS | 4.4 | $87M | 850k | 102.28 | |
| American Intl Group Com New (AIG) | 4.3 | $86M | 1.5M | 56.01 | |
| Constellation Brands Cl A (STZ) | 4.2 | $83M | 850k | 98.17 | |
| American Intl Group *w Exp 01/19/202 | 3.8 | $75M | 1.3M | 56.01 | |
| Hudson City Ban | 3.6 | $71M | 7.0M | 10.12 | |
| Auxilium Pharmaceuticals | 3.3 | $65M | 1.9M | 34.39 | |
| Sally Beauty Holdings (SBH) | 3.1 | $62M | 2.0M | 30.74 | |
| Coca-Cola Company (KO) | 3.0 | $59M | 1.4M | 42.22 | |
| Dresser-Rand | 2.9 | $57M | 700k | 81.80 | |
| Glimcher Rlty Tr Sh Ben Int | 2.4 | $48M | 3.5M | 13.74 | |
| News Corp CL B (NWS) | 2.3 | $46M | 3.1M | 15.08 | |
| Colgate-Palmolive Company (CL) | 2.1 | $42M | 600k | 69.19 | |
| Riverbed Technology | 2.1 | $41M | 2.0M | 20.41 | |
| Twenty First Centy Fox CL B | 1.7 | $34M | 912k | 36.89 | |
| Citizens Financial (CFG) | 1.7 | $33M | 1.3M | 24.86 | |
| CareFusion Corporation | 1.7 | $33M | 553k | 59.34 | |
| Amer (UHAL) | 1.4 | $28M | 100k | 284.26 | |
| Talisman Energy Inc Com Stk | 1.4 | $27M | 3.5M | 7.83 | |
| Vale S A Adr Repstg Pfd | 1.0 | $19M | 2.7M | 7.26 | |
| Blackhawk Network Hldgs CL B | 0.6 | $13M | 341k | 37.69 | |
| Gfi | 0.3 | $5.5M | 1.0M | 5.45 | |
| KCG HLDGS Cl A | 0.1 | $2.8M | 238k | 11.65 |
