Manikay Partners

Manikay Partners as of Sept. 30, 2016

Portfolio Holdings for Manikay Partners

Manikay Partners holds 34 positions in its portfolio as reported in the September 2016 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Procter & Gamble Company (PG) 23.1 $563M 6.3M 89.75
Rite Aid Corporation 18.6 $453M 13M 35.50
St. Jude Medical 4.7 $116M 1.5M 79.76
Bank of America Corporation (BAC) 4.5 $110M 7.0M 15.65
Linkedin Corp 4.5 $109M 570k 191.12
Citigroup (C) 4.4 $106M 2.3M 47.23
FMC Technologies 3.5 $85M 2.9M 29.67
American Intl Group 3.2 $77M 1.3M 59.34
Whitewave Foods 3.1 $77M 1.4M 54.43
ITC Holdings 3.1 $75M 1.6M 46.48
Tiffany & Co. 3.0 $73M 1.0M 72.63
Allergan 2.9 $70M 303k 230.31
Coca-Cola Company (KO) 2.6 $64M 1.5M 42.32
Colgate-Palmolive Company (CL) 1.8 $45M 600k 74.14
Amer (UHAL) 1.6 $39M 120k 324.23
Financial Select Sector SPDR (XLF) 1.6 $39M 2.0M 19.30
Dell Technologies Inc Class V equity 1.4 $34M 716k 47.80
Boston Beer Company (SAM) 1.3 $33M 210k 155.26
Rackspace Hosting 1.3 $32M 1.0M 31.69
International Game Technology (IGT) 1.3 $32M 1.3M 24.38
BHP Billiton 1.2 $30M 989k 30.38
Staples 1.2 $29M 3.4M 8.55
Fleetmatics 1.1 $27M 450k 59.98
Wells Fargo & Company (WFC) 0.9 $22M 500k 44.28
Penn National Gaming (PENN) 0.8 $19M 1.4M 13.57
Coty Inc Cl A (COTY) 0.8 $19M 800k 23.20
Intersil Corporation 0.6 $15M 678k 21.93
CBOE Holdings (CBOE) 0.5 $12M 187k 64.85
Aercap Holdings Nv Ord Cmn (AER) 0.5 $12M 300k 38.49
Medical Properties Trust (MPW) 0.3 $7.4M 500k 14.77
Kcg Holdings Inc Cl A 0.2 $6.2M 400k 15.53
Office Depot 0.2 $5.4M 1.5M 3.57
Under Armour Inc Cl C (UA) 0.2 $5.0M 148k 33.86
Scientific Games (LNW) 0.1 $1.1M 100k 11.27