Manikay Partners as of June 30, 2011
Portfolio Holdings for Manikay Partners
Manikay Partners holds 25 positions in its portfolio as reported in the June 2011 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Coca-Cola Company (KO) | 9.5 | $40M | 600k | 67.29 | |
| Grifols S A | 7.9 | $34M | 4.5M | 7.51 | |
| Pfizer (PFE) | 7.0 | $30M | 1.5M | 20.60 | |
| Johnson & Johnson (JNJ) | 6.6 | $28M | 425k | 66.52 | |
| Mosaic (MOS) | 6.3 | $27M | 400k | 67.73 | |
| Colgate-Palmolive Company (CL) | 6.2 | $26M | 300k | 87.41 | |
| Wal-Mart Stores (WMT) | 5.6 | $24M | 450k | 53.14 | |
| American International (AIG) | 5.2 | $22M | 750k | 29.32 | |
| News Corporation | 4.8 | $20M | 1.1M | 18.08 | |
| Legg Mason | 4.6 | $20M | 600k | 32.76 | |
| Varian Semiconductor | 4.0 | $17M | 275k | 61.44 | |
| Ford Motor Company (F) | 3.9 | $17M | 1.2M | 13.79 | |
| American Intl Group | 3.8 | $16M | 1.6M | 10.20 | |
| NYSE Euronext | 3.6 | $15M | 450k | 34.27 | |
| BJ's Wholesale Club | 3.5 | $15M | 300k | 50.35 | |
| BHP Billiton | 3.2 | $14M | 176k | 78.43 | |
| MetLife (MET) | 3.1 | $13M | 300k | 43.87 | |
| Accenture (ACN) | 2.8 | $12M | 200k | 60.42 | |
| EXCO Resources | 2.4 | $10M | 585k | 17.65 | |
| Nasdaq Omx (NDAQ) | 2.4 | $10M | 400k | 25.30 | |
| Telephone & Data Sys Inc spl | 1.3 | $5.5M | 203k | 26.93 | |
| FXCM | 0.9 | $4.0M | 400k | 9.92 | |
| iShares Silver Trust (SLV) | 0.8 | $3.3M | 97k | 33.84 | |
| Evercore Partners (EVR) | 0.6 | $2.5M | 74k | 33.32 | |
| StarTek | 0.0 | $86k | 25k | 3.44 |
