Manikay Partners’s CAMERON INTERNATIONAL CORPORATION CAM Stock Holding History

Manikay Partners’s Portfolio CAM Stock Details CAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-575,750	Closed	-$38.6M	–	45
2016 Q1	$38.6M	Sell	575,750 -624,250	-52%	-$40.1M	2.2%	17
2015 Q4	$75.8M	Buy	1,200,000 +600,000	+100%	+$39.7M	3.9%	10
2015 Q3	$36.8M	Buy	+600,000	New	+$33.1M	2.17%	23

Other funds holding CAM

OAM

Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return

Manikay Partners's CAM Position: Q2 2016 in Review

Manikay Partners sold out of CAMERON INTERNATIONAL CORPORATION (CAM) in Q2 2016, closing a stake of 575,750 shares — an estimated $38.6M sold.

Manikay Partners first reported a position in CAM in Q3 2015 and held it in 3 quarters. The position peaked at $75.8M in Q4 2015. 1 fund tracked by Wall St. Rank holds CAM as of Q2 2016.

Manikay Partners reported no remaining CAMERON INTERNATIONAL CORPORATION position as of Q2 2016 after selling out during the quarter.
Manikay Partners sold 575,750 CAMERON INTERNATIONAL CORPORATION shares in Q2 2016, an estimated $38.6M.
Manikay Partners first reported a position in CAMERON INTERNATIONAL CORPORATION in Q3 2015 and held it in 3 quarters.
Manikay Partners's CAMERON INTERNATIONAL CORPORATION position peaked at $75.8M in Q4 2015.
1 fund tracked by Wall St. Rank held CAMERON INTERNATIONAL CORPORATION as of Q2 2016.

Based on Manikay Partners's 13F filing for Q2 2016, filed 15 Aug 2016.