Manikay Partners

Manikay Partners as of Dec. 31, 2016

Portfolio Holdings for Manikay Partners

Manikay Partners holds 36 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Nxp Semiconductors N V (NXPI) 8.6 $164M 1.7M 98.01
Bank of America Corporation (BAC) 8.2 $155M 7.0M 22.10
Whitewave Foods 7.9 $151M 2.7M 55.60
Valspar Corporation 7.9 $149M 1.4M 103.61
Level 3 Communications 7.4 $140M 2.5M 56.36
Citigroup (C) 7.0 $134M 2.3M 59.43
Financial Select Sector SPDR (XLF) 6.1 $116M 5.0M 23.25
Rite Aid Corporation 5.5 $105M 13M 8.24
Time Warner 4.8 $92M 950k 96.53
Tiffany & Co. 4.1 $77M 1.0M 77.43
Monsanto Company 3.9 $73M 694k 105.21
Coca-Cola Company (KO) 3.3 $62M 1.5M 41.46
Linear Technology Corporation 2.5 $47M 758k 62.35
Amer (UHAL) 2.4 $46M 125k 369.59
Fox News 2.4 $45M 1.7M 27.25
Colgate-Palmolive Company (CL) 2.2 $43M 650k 65.44
Boston Beer Company (SAM) 1.9 $36M 210k 169.85
American Intl Group 1.7 $33M 1.4M 23.46
Liberty Ventures - Ser A 1.5 $28M 750k 36.87
Team Health Holdings 1.4 $27M 630k 43.45
Reynolds American 1.4 $26M 468k 56.04
BE Aerospace 1.3 $24M 400k 60.19
BHP Billiton 0.9 $18M 570k 31.46
International Game Technology (IGT) 0.9 $18M 700k 25.52
Intersil Corporation 0.9 $17M 766k 22.30
Office Depot 0.6 $11M 2.5M 4.52
Penn National Gaming (PENN) 0.6 $11M 825k 13.79
Valeant Pharmaceuticals Int 0.5 $10M 700k 14.52
Liberty Media Corp Delaware Com C Siriusxm 0.4 $8.3M 245k 33.92
Kcg Holdings Inc Cl A 0.3 $6.6M 500k 13.25
Pandora Media 0.3 $6.5M 500k 13.04
Dell Technologies Inc Class V equity 0.2 $4.7M 86k 54.97
Liberty Media Corp Delaware Com A Siriusxm 0.2 $4.3M 125k 34.52
Under Armour Inc Cl C (UA) 0.2 $3.8M 150k 25.17
Liberty Broadband Corporation (LBRDA) 0.1 $2.9M 40k 72.45
Syngenta 0.1 $1.5M 20k 79.04