Manikay Partners as of June 30, 2018
Portfolio Holdings for Manikay Partners
Manikay Partners holds 25 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ggp | 9.0 | $129M | 6.3M | 20.43 | |
| Shire | 7.7 | $111M | 655k | 168.80 | |
| Rockwell Collins | 7.2 | $104M | 773k | 134.68 | |
| Tiffany & Co. | 6.9 | $99M | 750k | 131.60 | |
| Bank of America Corporation (BAC) | 6.8 | $99M | 3.5M | 28.19 | |
| Express Scripts Holding | 6.5 | $94M | 1.2M | 77.21 | |
| Hrg | 6.4 | $92M | 7.1M | 13.09 | |
| Nxp Semiconductors N V (NXPI) | 6.0 | $87M | 794k | 109.27 | |
| Xl | 6.0 | $86M | 1.5M | 55.95 | |
| At&t (T) | 5.6 | $80M | 2.5M | 32.11 | |
| Twenty-first Century Fox | 5.5 | $80M | 1.6M | 49.69 | |
| Tesla Motors (TSLA) | 5.4 | $78M | 229k | 342.95 | |
| Altaba | 4.1 | $59M | 800k | 73.21 | |
| Dell Technologies Inc Class V equity | 3.4 | $49M | 575k | 84.58 | |
| Micron Technology (MU) | 2.7 | $39M | 750k | 52.44 | |
| Colgate-Palmolive Company (CL) | 2.7 | $39M | 600k | 64.81 | |
| LaSalle Hotel Properties | 2.1 | $30M | 888k | 34.23 | |
| American Intl Group | 1.2 | $17M | 1.2M | 14.50 | |
| Liberty Media Corp Delaware Com C Siriusxm | 1.1 | $16M | 350k | 45.36 | |
| Discovery Communications | 0.9 | $13M | 500k | 25.50 | |
| IAC/InterActive | 0.8 | $12M | 80k | 152.49 | |
| Andeavor | 0.8 | $12M | 90k | 131.18 | |
| Liberty Media Corp Delaware Com A Siriusxm | 0.6 | $9.0M | 200k | 45.05 | |
| Greensky Inc Class A | 0.3 | $4.2M | 200k | 21.15 | |
| Flagstar Ban | 0.2 | $2.6M | 75k | 34.27 |
