Manikay Partners as of June 30, 2019
Portfolio Holdings for Manikay Partners
Manikay Partners holds 27 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celgene Corporation | 11.4 | $137M | 1.5M | 92.44 | |
| Anadarko Petroleum Corporation | 10.8 | $130M | 1.8M | 70.56 | |
| Red Hat | 10.1 | $122M | 650k | 187.76 | |
| Bank of America Corporation Put Option (BAC) | 9.6 | $116M | 4.0M | 29.00 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.5 | $78M | 72k | 1080.92 | |
| Tableau Software Cl A | 5.9 | $71M | 425k | 166.02 | |
| Tiffany & Co. | 5.4 | $66M | 700k | 93.64 | |
| Disney Walt Com Disney (DIS) | 4.9 | $59M | 425k | 139.64 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 4.0 | $48M | 542k | 88.51 | |
| Altaba | 3.7 | $45M | 650k | 69.37 | |
| Colgate-Palmolive Company (CL) | 3.6 | $43M | 600k | 71.67 | |
| WellCare Health Plans | 3.6 | $43M | 150k | 285.07 | |
| Array BioPharma | 3.1 | $38M | 814k | 46.33 | |
| Caesars Entertainment | 2.2 | $27M | 2.3M | 11.82 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 2.0 | $24M | 275k | 86.13 | |
| Zayo Group Hldgs | 1.9 | $23M | 700k | 32.91 | |
| Discovery Com Ser C | 1.5 | $19M | 650k | 28.45 | |
| Fox Corp Cl A Com (FOXA) | 1.5 | $18M | 500k | 36.64 | |
| Liberty Media Corp Delaware Com A Siriusxm | 1.3 | $15M | 400k | 37.81 | |
| Liberty Media Corp Delaware Com C Siriusxm | 1.2 | $14M | 375k | 37.98 | |
| Bhp Group Sponsored Adr | 1.2 | $14M | 275k | 51.11 | |
| Bj's Wholesale Club Holdings (BJ) | 1.1 | $13M | 500k | 26.40 | |
| Rio Tinto Sponsored Adr (RIO) | 1.0 | $13M | 200k | 62.34 | |
| American Intl Group *w Exp 01/19/202 | 1.0 | $12M | 1.0M | 12.25 | |
| Metropcs Communications (TMUS) | 0.8 | $9.5M | 128k | 74.14 | |
| Allergan SHS | 0.4 | $5.2M | 31k | 167.42 | |
| Quad / Graphics Com Cl A (QUAD) | 0.2 | $2.2M | 281k | 7.91 |
