Manikay Partners as of Dec. 31, 2018
Portfolio Holdings for Manikay Partners
Manikay Partners holds 29 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twenty-first Century Fox | 15.4 | $159M | 3.3M | 48.12 | |
| Shire | 12.5 | $128M | 736k | 174.04 | |
| Bank of America Corporation (BAC) | 7.2 | $74M | 3.0M | 24.64 | |
| Tiffany & Co. | 6.3 | $64M | 800k | 80.51 | |
| Walgreen Boots Alliance | 5.3 | $54M | 796k | 68.33 | |
| Brookfield Property Reit Inc cl a | 4.8 | $49M | 3.1M | 16.10 | |
| SCANA Corporation | 4.6 | $48M | 998k | 47.78 | |
| Arris | 4.0 | $41M | 1.3M | 30.57 | |
| Dun & Bradstreet Corporation | 3.6 | $37M | 258k | 142.74 | |
| Colgate-Palmolive Company (CL) | 3.5 | $36M | 600k | 59.52 | |
| Metropcs Communications (TMUS) | 3.4 | $35M | 550k | 63.61 | |
| NxStage Medical | 3.1 | $32M | 1.1M | 28.62 | |
| Altaba | 3.0 | $30M | 525k | 57.94 | |
| Pandora Media | 2.8 | $29M | 3.6M | 8.09 | |
| BHP Billiton | 2.5 | $25M | 600k | 41.89 | |
| Liberty Broadband Cl C (LBRDK) | 2.1 | $22M | 300k | 72.03 | |
| Newfield Exploration | 1.9 | $20M | 1.4M | 14.66 | |
| Liberty Media Corp Delaware Com C Siriusxm | 1.8 | $19M | 500k | 36.98 | |
| Aspen Insurance Holdings | 1.8 | $18M | 434k | 41.99 | |
| Ensco Plc Shs Class A | 1.5 | $15M | 4.3M | 3.56 | |
| Tesaro | 1.4 | $15M | 200k | 74.25 | |
| athenahealth | 1.4 | $15M | 111k | 131.93 | |
| Bemis Company | 1.2 | $13M | 275k | 45.90 | |
| Industrial Logistics pfds, reits (ILPT) | 1.1 | $12M | 591k | 19.67 | |
| Liberty Media Corp Delaware Com A Siriusxm | 1.1 | $11M | 300k | 36.80 | |
| Penn Va | 0.9 | $9.6M | 178k | 54.06 | |
| American Intl Group | 0.7 | $7.6M | 1.4M | 5.44 | |
| Government Properties Income Trust | 0.7 | $7.3M | 1.1M | 6.87 | |
| Cvr Refng | 0.3 | $3.1M | 300k | 10.43 |
