Manikay Partners as of March 31, 2019
Portfolio Holdings for Manikay Partners
Manikay Partners holds 24 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Walt Disney Company (DIS) | 12.4 | $101M | 909k | 111.03 | |
| Celgene Corporation | 11.3 | $91M | 969k | 94.34 | |
| Tiffany & Co. | 10.4 | $84M | 800k | 105.55 | |
| Bank of America Corporation (BAC) | 10.2 | $83M | 3.0M | 27.59 | |
| Integrated Device Technology | 6.3 | $51M | 1.1M | 48.99 | |
| Metropcs Communications (TMUS) | 5.7 | $46M | 663k | 69.10 | |
| Anheuser-Busch InBev NV (BUD) | 5.6 | $46M | 542k | 83.97 | |
| Red Hat | 5.1 | $41M | 225k | 182.70 | |
| Colgate-Palmolive Company (CL) | 5.1 | $41M | 600k | 68.54 | |
| Fox Corp (FOXA) | 3.9 | $31M | 850k | 36.71 | |
| Altaba | 3.2 | $26M | 350k | 74.12 | |
| Versum Matls | 3.1 | $25M | 503k | 50.31 | |
| Fox Corporation (FOX) | 3.0 | $24M | 667k | 35.88 | |
| First Data | 2.3 | $18M | 700k | 26.27 | |
| Rio Tinto (RIO) | 2.2 | $18M | 300k | 58.85 | |
| BHP Billiton | 2.1 | $17M | 350k | 48.28 | |
| Liberty Media Corp Delaware Com C Siriusxm | 1.9 | $16M | 410k | 38.24 | |
| Liberty Media Corp Delaware Com A Siriusxm | 1.9 | $15M | 400k | 38.18 | |
| Centene Corporation (CNC) | 1.3 | $11M | 200k | 53.10 | |
| Bemis Company | 1.1 | $8.6M | 155k | 55.48 | |
| American Intl Group | 1.0 | $7.9M | 1.4M | 5.61 | |
| Liberty Expedia Holdings ser a | 0.8 | $6.4M | 150k | 42.80 | |
| Quad/Graphics (QUAD) | 0.3 | $2.2M | 188k | 11.90 | |
| Fnf (FNF) | 0.0 | $263k | 7.2k | 36.53 |
