$2.19 Billion is the total value of Manikay Partners, LLC's 49 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ONXX | New | ONYX PHARMACEUTICALS INC | $130,936,000 | – | 1,050,000 | +100.0% | 5.98% | – |
| LPS | New | LENDER PROCESSING SVCS INC | $119,772,000 | – | 3,600,000 | +100.0% | 5.46% | – |
| FOX | New | TWENTY FIRST CENTURY FOX INCcl b | $55,444,000 | – | 1,660,000 | +100.0% | 2.53% | – |
| ELN | New | ELAN PLCadr | $49,856,000 | – | 3,200,000 | +100.0% | 2.28% | – |
| OMC | New | OMNICOM GROUP INC | $49,484,000 | – | 780,000 | +100.0% | 2.26% | – |
| RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $44,006,000 | – | 670,000 | +100.0% | 2.01% | – |
| NWS | New | NEWS CORP NEWcl b | $38,884,000 | – | 2,366,644 | +100.0% | 1.77% | – |
| STZ | New | CONSTELLATION BRANDS INCput | $34,440,000 | – | 600,000 | +100.0% | 1.57% | – |
| FNF | New | FIDELITY NATIONAL FINANCIAL INCput | $26,600,000 | – | 1,000,000 | +100.0% | 1.21% | – |
| CCU | New | COMPANIA CERVECERIAS UNIDASsponsored adr | $19,958,000 | – | 750,000 | +100.0% | 0.91% | – |
| CSE | New | CAPITALSOURCE INC | $19,218,000 | – | 1,617,744 | +100.0% | 0.88% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BANK OF AMERICA CORPORATION | 27 | Q4 2019 | 11.8% |
| COLGATE PALMOLIVE CO | 27 | Q4 2019 | 5.1% |
| AMERICAN INTL GROUP INC | 27 | Q4 2019 | 5.6% |
| COCA COLA CO | 20 | Q1 2018 | 5.6% |
| CITIGROUP INC | 19 | Q4 2017 | 8.3% |
| TIFFANY & CO NEW | 16 | Q4 2019 | 10.4% |
| BANK OF AMERICA CORPORATION | 14 | Q4 2019 | 11.8% |
| TWENTY FIRST CENTY FOX INC | 14 | Q3 2018 | 4.2% |
| AMERICAN INTL GROUP INC | 13 | Q2 2016 | 8.4% |
| BHP GROUP PLC | 13 | Q4 2019 | 2.4% |
View Manikay Partners, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| KAYAK Software Corp | April 05, 2013 | 250,000 | 2.8% |
View Manikay Partners, LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-08-16 |
| 13F-HR | 2021-05-17 |
| 13F-HR | 2021-02-12 |
| 13F-HR | 2020-11-16 |
| 13F-HR | 2020-08-14 |
| 13F-HR | 2020-05-15 |
| 13F-HR | 2020-02-14 |
| 13F-HR | 2019-11-14 |
| 13F-HR | 2019-08-14 |
View Manikay Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.