Manikay Partners as of Sept. 30, 2019
Portfolio Holdings for Manikay Partners
Manikay Partners holds 26 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celgene Corporation | 14.2 | $136M | 1.4M | 99.30 | |
| Bank of America Corporation (BAC) | 13.7 | $131M | 4.5M | 29.17 | |
| Alphabet Inc Class C cs (GOOG) | 8.9 | $85M | 70k | 1219.00 | |
| Walt Disney Company (DIS) | 7.8 | $75M | 575k | 130.32 | |
| Zayo Group Hldgs | 7.2 | $69M | 2.0M | 33.90 | |
| Altaba | 6.6 | $63M | 3.3M | 19.48 | |
| United Technologies Corporation | 6.5 | $63M | 460k | 136.52 | |
| Anheuser-Busch InBev NV (BUD) | 5.4 | $51M | 540k | 95.15 | |
| Tiffany & Co. | 5.2 | $50M | 535k | 92.63 | |
| Colgate-Palmolive Company (CL) | 4.6 | $44M | 600k | 73.51 | |
| Baker Hughes A Ge Company (BKR) | 2.7 | $26M | 1.1M | 23.20 | |
| BHP Billiton | 2.2 | $21M | 500k | 42.84 | |
| Wabtec Corporation (WAB) | 1.9 | $18M | 250k | 71.86 | |
| Metropcs Communications (TMUS) | 1.8 | $17M | 215k | 78.77 | |
| Alder Biopharmaceuticals | 1.5 | $15M | 775k | 18.86 | |
| American Intl Group | 1.5 | $14M | 1.0M | 14.26 | |
| Liberty Media Corp Delaware Com A Siriusxm | 1.4 | $14M | 325k | 41.57 | |
| Liberty Media Corp Delaware Com C Siriusxm | 1.3 | $12M | 292k | 41.96 | |
| Bank of New York Mellon Corporation (BK) | 1.1 | $10M | 225k | 45.21 | |
| Las Vegas Sands (LVS) | 1.1 | $10M | 175k | 57.76 | |
| IAC/InterActive | 0.9 | $8.7M | 40k | 217.98 | |
| Discovery Communications | 0.8 | $7.4M | 300k | 24.62 | |
| CBS Corporation | 0.7 | $6.6M | 152k | 43.35 | |
| Ctrip.com International | 0.6 | $5.9M | 200k | 29.29 | |
| Rio Tinto (RIO) | 0.5 | $5.2M | 100k | 52.09 | |
| Via | 0.1 | $973k | 41k | 24.02 |
