Manikay Partners as of March 31, 2015
Portfolio Holdings for Manikay Partners
Manikay Partners holds 29 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Citigroup (C) | 8.0 | $129M | 2.5M | 51.52 | |
| Bank of America Corporation (BAC) | 7.6 | $123M | 8.0M | 15.39 | |
| Directv | 7.1 | $115M | 1.4M | 85.10 | |
| International Game Technology | 6.7 | $109M | 6.2M | 17.41 | |
| Family Dollar Stores | 5.6 | $91M | 1.2M | 79.24 | |
| American International (AIG) | 5.2 | $84M | 1.5M | 54.79 | |
| Dresser-Rand | 4.7 | $76M | 950k | 80.35 | |
| Actavis | 4.7 | $76M | 257k | 297.62 | |
| Citizens Financial (CFG) | 4.7 | $75M | 3.1M | 24.13 | |
| American Intl Group | 4.5 | $73M | 1.3M | 54.79 | |
| Hospira | 4.5 | $73M | 825k | 87.84 | |
| Sally Beauty Holdings (SBH) | 4.2 | $69M | 2.0M | 34.37 | |
| Pharmacyclics | 3.5 | $58M | 225k | 255.95 | |
| Coca-Cola Company (KO) | 3.5 | $57M | 1.4M | 40.55 | |
| Fox News | 3.0 | $49M | 1.5M | 32.88 | |
| Talisman Energy Inc Com Stk | 3.0 | $48M | 6.3M | 7.68 | |
| Colgate-Palmolive Company (CL) | 2.6 | $42M | 600k | 69.34 | |
| Amer (UHAL) | 2.2 | $36M | 110k | 330.40 | |
| Baker Hughes Incorporated | 2.0 | $32M | 500k | 63.58 | |
| Hudson City Ban | 1.9 | $31M | 3.0M | 10.48 | |
| News Corp Class B cos (NWS) | 1.9 | $30M | 1.9M | 15.87 | |
| Comcast Corporation (CMCSA) | 1.8 | $29M | 506k | 56.47 | |
| Yahoo! | 1.6 | $27M | 600k | 44.44 | |
| TRW Automotive Holdings | 1.6 | $26M | 250k | 104.85 | |
| Exelis | 1.2 | $20M | 800k | 24.37 | |
| Kcg Holdings Inc Cl A | 1.0 | $16M | 1.3M | 12.26 | |
| Blackhawk Network Holdings | 0.8 | $13M | 373k | 35.55 | |
| Vale | 0.7 | $12M | 2.4M | 4.85 | |
| Lorillard | 0.2 | $3.1M | 48k | 65.36 |
