Manikay Partners as of March 31, 2018
Portfolio Holdings for Manikay Partners
Manikay Partners holds 31 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bank of America Corporation (BAC) | 14.1 | $270M | 9.0M | 29.99 | |
| Monsanto Company | 10.1 | $194M | 1.7M | 116.69 | |
| Nxp Semiconductors N V (NXPI) | 10.0 | $192M | 1.6M | 117.00 | |
| Time Warner | 8.8 | $170M | 1.8M | 94.58 | |
| Tesla Motors (TSLA) | 4.8 | $93M | 350k | 266.13 | |
| Rockwell Collins | 4.6 | $89M | 657k | 134.85 | |
| Discovery Communications | 4.1 | $78M | 4.0M | 19.52 | |
| Tribune Co New Cl A | 4.0 | $78M | 1.9M | 40.51 | |
| Qualcomm (QCOM) | 4.0 | $77M | 1.4M | 55.41 | |
| Tiffany & Co. | 3.8 | $73M | 750k | 97.66 | |
| Aetna | 3.4 | $66M | 388k | 169.00 | |
| Coca-Cola Company (KO) | 3.4 | $65M | 1.5M | 43.43 | |
| Altaba | 3.1 | $59M | 800k | 74.04 | |
| Dell Technologies Inc Class V equity | 2.7 | $51M | 700k | 73.21 | |
| Colgate-Palmolive Company (CL) | 2.2 | $43M | 600k | 71.68 | |
| Mondelez Int (MDLZ) | 2.2 | $42M | 1.0M | 41.73 | |
| General Mills (GIS) | 1.8 | $34M | 750k | 45.06 | |
| Micron Technology (MU) | 1.6 | $31M | 600k | 52.14 | |
| Csra | 1.4 | $26M | 634k | 41.23 | |
| General Motors Company (GM) | 1.3 | $25M | 700k | 36.34 | |
| American Intl Group | 1.2 | $23M | 1.4M | 16.40 | |
| Kindred Healthcare | 0.9 | $18M | 2.0M | 9.15 | |
| Shire | 0.9 | $17M | 115k | 149.39 | |
| Ladder Capital Corp Class A (LADR) | 0.9 | $17M | 1.1M | 15.08 | |
| Liberty Media Corp Delaware Com C Siriusxm | 0.9 | $17M | 407k | 40.85 | |
| Akorn | 0.8 | $16M | 851k | 18.71 | |
| IAC/InterActive | 0.8 | $16M | 100k | 156.38 | |
| Fox News | 0.8 | $15M | 400k | 36.37 | |
| Chicago Bridge & Iron Company | 0.7 | $13M | 933k | 14.40 | |
| Liberty Media Corp Delaware Com A Siriusxm | 0.4 | $8.2M | 200k | 41.10 | |
| Liberty Tripadvisor Hldgs (LTRPA) | 0.2 | $4.8M | 450k | 10.75 |
