Manikay Partners as of Dec. 31, 2010
Portfolio Holdings for Manikay Partners
Manikay Partners holds 21 positions in its portfolio as reported in the December 2010 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Alcon | 12.0 | $57M | 350k | 163.40 | |
| Legg Mason | 8.4 | $40M | 1.1M | 36.27 | |
| Coca-Cola Company (KO) | 8.3 | $40M | 600k | 65.77 | |
| Airgas | 6.6 | $31M | 500k | 62.46 | |
| Talecris Biotherapeutics Holdings | 6.4 | $30M | 1.3M | 23.30 | |
| McAfee | 6.3 | $30M | 650k | 46.31 | |
| Johnson & Johnson (JNJ) | 5.5 | $26M | 425k | 61.85 | |
| Pfizer (PFE) | 5.3 | $25M | 1.5M | 17.51 | |
| NewAlliance Bancshares | 5.1 | $24M | 1.6M | 14.98 | |
| Nasdaq Omx (NDAQ) | 5.0 | $24M | 1.0M | 23.73 | |
| King Pharmaceuticals | 4.7 | $23M | 1.6M | 14.05 | |
| Williams Companies (WMB) | 4.7 | $22M | 900k | 24.72 | |
| Colgate-Palmolive Company (CL) | 4.7 | $22M | 275k | 80.37 | |
| Genzyme Corporation | 4.5 | $21M | 300k | 71.20 | |
| Petroleo Brasileiro SA (PBR) | 3.4 | $16M | 427k | 37.84 | |
| Discovery Communications | 2.8 | $13M | 357k | 36.69 | |
| Loews Corporation (L) | 2.0 | $9.7M | 250k | 38.91 | |
| EXCO Resources | 1.8 | $8.7M | 450k | 19.42 | |
| Genoptix | 1.4 | $6.7M | 350k | 19.02 | |
| Istar Finl Inc frnt 10/0 | 0.9 | $4.5M | 5.0M | 0.89 | |
| Cinemark Holdings (CNK) | 0.2 | $894k | 52k | 17.23 |
