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 |
