$1.98 Billion is the total value of Manikay Partners, LLC's 32 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BTG | Exit | B2GOLD CORP | $0 | – | -3,290,300 | -100.0% | -0.38% | – |
| TVPT | Exit | TRAVELPORT WORLDWIDE LTD | $0 | – | -500,000 | -100.0% | -0.46% | – |
| TSU | Exit | TIM PARTICIPACOES S Asponsored adr | $0 | – | -600,000 | -100.0% | -0.89% | – |
| UN | Exit | UNILEVER N V | $0 | – | -411,000 | -100.0% | -0.92% | – |
| AER | Exit | AERCAP HOLDINGS NV | $0 | – | -500,000 | -100.0% | -1.15% | – |
| TPH | Exit | TRI POINTE HOMES INC | $0 | – | -2,000,000 | -100.0% | -1.46% | – |
| SIRI | Exit | SIRIUS XM HLDGS INC | $0 | – | -8,000,000 | -100.0% | -1.58% | – |
| BHP | Exit | BHP BILLITON LTDsponsored adr | $0 | – | -572,000 | -100.0% | -1.90% | – |
| SHPG | Exit | SHIRE PLCsponsored adr | $0 | – | -135,000 | -100.0% | -1.97% | – |
| HOT | Exit | STARWOOD HOTELS&RESORTS WRLD | $0 | – | -526,000 | -100.0% | -2.47% | – |
| BYI | Exit | BALLY TECHNOLOGIES INC | $0 | – | -600,000 | -100.0% | -2.73% | – |
| BSBR | Exit | BANCO SANTANDER BRASIL S Aads rep 1 unit | $0 | – | -7,500,000 | -100.0% | -2.77% | – |
| AIG | Exit | AMERICAN INTL GROUP INCput | $0 | – | -1,000,000 | -100.0% | -3.05% | – |
| TWC | Exit | TIME WARNER CABLE INC | $0 | – | -700,000 | -100.0% | -5.67% | – |
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:
- View 13F-HR filed 2015-02-17
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.