Manikay Partners’s COVIDIEN PLC COM SHS NEW (IRELAND) COV Stock Holding History

Manikay Partners’s Portfolio COV Stock Details COV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-850,000	Closed	-$86.9M	–	40
2014 Q4	$86.9M	Sell	850,000 -500,000	-37%	-$48M	4.4%	9
2014 Q3	$117M	Buy	1,350,000 +750,000	+125%	+$66.4M	6.59%	1
2014 Q2	$54.1M	Buy	+600,000	New	+$44.9M	3.01%	13

Manikay Partners's COV Position: Q1 2015 in Review

Manikay Partners sold out of COVIDIEN PLC COM SHS NEW (IRELAND) (COV) in Q1 2015, closing a stake of 850,000 shares — an estimated $86.9M sold.

Manikay Partners first reported a position in COV in Q2 2014 and held it in 3 quarters. The position peaked at $117M in Q3 2014. 1 fund tracked by Wall St. Rank holds COV as of Q1 2015.

Manikay Partners reported no remaining COVIDIEN PLC COM SHS NEW (IRELAND) position as of Q1 2015 after selling out during the quarter.
Manikay Partners sold 850,000 COVIDIEN PLC COM SHS NEW (IRELAND) shares in Q1 2015, an estimated $86.9M.
Manikay Partners first reported a position in COVIDIEN PLC COM SHS NEW (IRELAND) in Q2 2014 and held it in 3 quarters.
Manikay Partners's COVIDIEN PLC COM SHS NEW (IRELAND) position peaked at $117M in Q3 2014.
1 fund tracked by Wall St. Rank held COVIDIEN PLC COM SHS NEW (IRELAND) as of Q1 2015.

Based on Manikay Partners's 13F filing for Q1 2015, filed 14 May 2015.