Manikay Partners’s Brightstar Lottery PLC BRSL Stock Holding History

Manikay Partners’s Portfolio BRSL Stock Details BRSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-550,000	Closed	-$10.1M	–	34
2017 Q2	$10.1M	Hold	550,000	–	–	0.64%	25
2017 Q1	$13M	Sell	550,000 -150,000	-21%	-$3.91M	0.87%	21
2016 Q4	$17.9M	Sell	700,000 -600,000	-46%	-$16.1M	0.94%	24
2016 Q3	$31.7M	Hold	1,300,000	–	–	1.48%	22
2016 Q2	$24.4M	Hold	1,300,000	–	–	1.86%	18
2016 Q1	$23.7M	Sell	1,300,000 -175,000	-12%	-$2.66M	1.35%	23
2015 Q4	$23.9M	Sell	1,475,000 -1,275,000	-46%	-$20.4M	1.23%	28
2015 Q3	$42.2M	Sell	2,750,000 -250,000	-8%	-$4.44M	2.48%	18
2015 Q2	$53.3M	Sell	3,000,000 -3,231,700	-52%	-$61.6M	2.91%	14
2015 Q1	$108M	Sell	6,231,700 -268,300	-4%	-$4.67M	6.7%	2
2014 Q4	$112M	Buy	6,500,000 +1,000,000	+18%	+$16.8M	5.67%	2
2014 Q3	$92.8M	Buy	+5,500,000	New	+$91.5M	5.23%	6

Other funds holding BRSL

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

BloombergSen Toronto, Ontario, Canada $1.34B AUM 6.47% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Manikay Partners's BRSL Position: Q3 2017 in Review

Manikay Partners sold out of Brightstar Lottery PLC (BRSL) in Q3 2017, closing a stake of 550,000 shares — an estimated $10.1M sold.

Manikay Partners first reported a position in BRSL in Q3 2014 and held it in 12 quarters. The position peaked at $112M in Q4 2014. 202 funds tracked by Wall St. Rank hold BRSL as of Q3 2017.

Manikay Partners reported no remaining Brightstar Lottery PLC position as of Q3 2017 after selling out during the quarter.
Manikay Partners sold 550,000 Brightstar Lottery PLC shares in Q3 2017, an estimated $10.1M.
Manikay Partners first reported a position in Brightstar Lottery PLC in Q3 2014 and held it in 12 quarters.
Manikay Partners's Brightstar Lottery PLC position peaked at $112M in Q4 2014.
202 funds tracked by Wall St. Rank held Brightstar Lottery PLC as of Q3 2017.

Based on Manikay Partners's 13F filing for Q3 2017, filed 13 Nov 2017.