Manikay Partners, LLC
Follow13F filer, CIK 1454893, New York, NY
Manikay Partners, LLC reported $0 across 1 holding for the quarter ended 2020-03-31, in a 13F-HR filed 2020-05-15.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-20-003471
- Period
- 2020-03-31
- Reported value
- $0
- Holdings
- 1
- Top 10 weight
- New
- 1
- Sold out
- 22
Largest buys vs the previous quarter
None.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| BACexited | -3,000,000 | -$106M |
| GOOGexited | -70,000 | -$93.6M |
| UNITED TECHNOLOGIES CORPexited | -577,000 | -$86.4M |
| TIFFANY & CO NEWexited | -601,204 | -$80.4M |
| ZAYO GROUP HLDGS INC COMexited | -2,070,000 | -$71.7M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q1 2020
Share positions as resolved from 13F-HR 0000919574-20-003471, largest first. % of portfolio is the value over $0, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| 00 | 0 | $0 | new | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
Sold out in Q1 2020
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| BACBANK OF AMER CORP | 3,000,000 | $106M | shares |
| BACBANK OF AMER CORP | 3,000,000 | $106M | put |
| GOOGALPHABET INC | 70,000 | $93.6M | shares |
| UNITED TECHNOLOGIES CORPUNITED TECHNOLOGIES CORP | 577,000 | $86.4M | shares |
| TIFFANY & CO NEWTIFFANY & CO NEW | 601,204 | $80.4M | shares |
| ZAYO GROUP HLDGS INC COMZAYO GROUP HLDGS INC COM | 2,070,000 | $71.7M | shares |
| DISDISNEY WALT CO | 400,000 | $57.9M | shares |
| BUDANHEUSER BUSCH INBEV SA NV | 540,000 | $44.3M | shares |
| CLCOLGATE PALMOLIVE CO | 600,000 | $41.3M | shares |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 172,500 | $39.1M | shares |
| AUDENTES THERAPEUTICS INC.AUDENTES THERAPEUTICS INC. | 400,000 | $23.9M | shares |
| ANIXTER INTL INCANIXTER INTL INC | 251,000 | $23.1M | shares |
| INTERXION HOLDING N.VINTERXION HOLDING N.V | 270,000 | $22.6M | shares |
| WRIGHT MED GROUP N VWRIGHT MED GROUP N V | 535,765 | $16.3M | shares |
| FOXFOX CORP | 440,000 | $16M | shares |
| LIBERTY MEDIA CORP DELLIBERTY MEDIA CORP DEL | 330,000 | $16M | shares |
| SPRINT CORPSPRINT CORP | 2,500,000 | $13M | shares |
| LINE CORPLINE CORP | 265,359 | $13M | shares |
| AMERICAN INTL GROUP INCAMERICAN INTL GROUP INC | 1,100,000 | $11.3M | shares |
| CUKCARNIVAL PLC | 110,000 | $5.3M | shares |
| BHP BILLITON- ADRBHP BILLITON- ADR | 72,500 | $3.41M | shares |
| LIBERTY MEDIA CORP DELLIBERTY MEDIA CORP DEL | 55,000 | $2.65M | shares |
How Q1 2020 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0000919574-20-003471 | base | 2020-05-15 | acceptance time not in the bulk data set |