Manikay Partners as of Dec. 31, 2017
Portfolio Holdings for Manikay Partners
Manikay Partners holds 26 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bank of America Corporation (BAC) | 11.6 | $221M | 7.5M | 29.52 | |
| Monsanto Company | 9.1 | $173M | 1.5M | 116.78 | |
| Time Warner | 9.0 | $171M | 1.9M | 91.47 | |
| Nxp Semiconductors N V (NXPI) | 8.3 | $158M | 1.3M | 117.09 | |
| Citigroup (C) | 7.2 | $136M | 1.8M | 74.41 | |
| Scripps Networks Interactive | 5.8 | $111M | 1.3M | 85.38 | |
| Tiffany & Co. | 5.5 | $104M | 1.0M | 103.95 | |
| Kroger (KR) | 4.3 | $82M | 3.0M | 27.45 | |
| Tribune Co New Cl A | 4.3 | $81M | 1.9M | 42.47 | |
| Aetna | 4.3 | $81M | 449k | 180.39 | |
| Fox News | 4.2 | $80M | 2.4M | 34.12 | |
| Tesla Motors (TSLA) | 4.1 | $78M | 250k | 311.35 | |
| Coca-Cola Company (KO) | 3.6 | $69M | 1.5M | 45.88 | |
| Dell Technologies Inc Class V equity | 3.1 | $59M | 725k | 81.28 | |
| Akorn | 2.5 | $48M | 1.5M | 32.23 | |
| Shire | 2.5 | $47M | 302k | 155.12 | |
| Colgate-Palmolive Company (CL) | 2.4 | $45M | 600k | 75.45 | |
| Altaba | 1.6 | $30M | 436k | 69.85 | |
| Micron Technology (MU) | 1.3 | $25M | 600k | 41.12 | |
| American Intl Group | 1.2 | $24M | 1.3M | 18.12 | |
| Unilever (UL) | 1.2 | $22M | 400k | 55.34 | |
| Loews Corporation (L) | 1.1 | $20M | 400k | 50.03 | |
| Liberty Media Corp Delaware Com C Siriusxm | 0.6 | $12M | 300k | 39.66 | |
| Straight Path Communic Cl B | 0.6 | $11M | 62k | 181.78 | |
| Liberty Media Corp Delaware Com A Siriusxm | 0.4 | $7.9M | 200k | 39.66 | |
| Liberty Tripadvisor Hldgs (LTRPA) | 0.3 | $5.6M | 599k | 9.43 |
