Manikay Partners as of Dec. 31, 2019
Portfolio Holdings for Manikay Partners
Manikay Partners holds 21 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bank of America Corporation (BAC) | 23.7 | $211M | 6.0M | 35.22 | |
| Alphabet Inc Class C cs (GOOG) | 10.5 | $94M | 70k | 1337.01 | |
| United Technologies Corporation | 9.7 | $86M | 577k | 149.76 | |
| Tiffany & Co. | 9.0 | $80M | 601k | 133.65 | |
| Zayo Group Hldgs | 8.0 | $72M | 2.1M | 34.65 | |
| Walt Disney Company (DIS) | 6.5 | $58M | 400k | 144.63 | |
| Anheuser-Busch InBev NV (BUD) | 5.0 | $44M | 540k | 82.04 | |
| Colgate-Palmolive Company (CL) | 4.6 | $41M | 600k | 68.84 | |
| Berkshire Hathaway (BRK.B) | 4.4 | $39M | 173k | 226.50 | |
| Audentes Therapeutics | 2.7 | $24M | 400k | 59.84 | |
| Anixter International | 2.6 | $23M | 251k | 92.10 | |
| Interxion Holding | 2.5 | $23M | 270k | 83.81 | |
| Wright Medical Group Nv | 1.8 | $16M | 536k | 30.48 | |
| Liberty Media Corp Delaware Com A Siriusxm | 1.8 | $16M | 330k | 48.34 | |
| Fox Corporation (FOX) | 1.8 | $16M | 440k | 36.40 | |
| Sprint | 1.5 | $13M | 2.5M | 5.21 | |
| Line Corp- | 1.5 | $13M | 265k | 49.01 | |
| American Intl Group | 1.3 | $11M | 1.1M | 10.28 | |
| Carnival (CUK) | 0.6 | $5.3M | 110k | 48.16 | |
| BHP Billiton | 0.4 | $3.4M | 73k | 47.01 | |
| Liberty Media Corp Delaware Com C Siriusxm | 0.3 | $2.6M | 55k | 48.15 |
