Manikay Partners’s AB InBev BUD Stock Holding History

Manikay Partners’s Portfolio BUD Stock Details BUD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-540,000	Closed	-$44.3M	–	4
2019 Q4	$44.3M	Hold	540,000	–	–	4.96%	8
2019 Q3	$51.4M	Sell	540,000 -2,000	-0.4%	-$190K	5.36%	8
2019 Q2	$48M	Hold	542,000	–	–	3.99%	9
2019 Q1	$45.5M	Buy	+542,000	New	+$41.7M	5.61%	7

Other funds holding BUD

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manikay Partners's BUD Position: Q1 2020 in Review

Manikay Partners sold out of AB InBev (BUD) in Q1 2020, closing a stake of 540,000 shares — an estimated $44.3M sold.

Manikay Partners first reported a position in BUD in Q1 2019 and held it in 4 quarters. The position peaked at $51.4M in Q3 2019. 453 funds tracked by Wall St. Rank hold BUD as of Q1 2020.

Manikay Partners reported no remaining AB InBev position as of Q1 2020 after selling out during the quarter.
Manikay Partners sold 540,000 AB InBev shares in Q1 2020, an estimated $44.3M.
Manikay Partners first reported a position in AB InBev in Q1 2019 and held it in 4 quarters.
Manikay Partners's AB InBev position peaked at $51.4M in Q3 2019.
453 funds tracked by Wall St. Rank held AB InBev as of Q1 2020.

Based on Manikay Partners's 13F filing for Q1 2020.