Manikay Partners’s Shire pic SHPG Stock Holding History

Manikay Partners’s Portfolio SHPG Stock Details SHPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-736,000	Closed	-$128M	–	43
2018 Q4	$128M	Buy	736,000 +81,000	+12%	+$14.2M	12.46%	2
2018 Q3	$119M	Hold	655,000	–	–	8.3%	3
2018 Q2	$111M	Buy	655,000 +540,000	+470%	+$87.1M	7.68%	2
2018 Q1	$17.2M	Sell	115,000 -187,000	-62%	-$25.7M	0.89%	24
2017 Q4	$46.8M	Hold	302,000	–	–	2.46%	17
2017 Q3	$46.2M	Buy	+302,000	New	+$47.3M	2.87%	10
2014 Q4	–	Sell	-135,000	Closed	-$35M	–	45
2014 Q3	$35M	Buy	+135,000	New	+$33.5M	1.97%	23

Other funds holding SHPG

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Manikay Partners's SHPG Position: Q1 2019 in Review

Manikay Partners sold out of Shire pic (SHPG) in Q1 2019, closing a stake of 736,000 shares — an estimated $128M sold.

Manikay Partners first reported a position in SHPG in Q3 2014 and held it in 7 quarters. The position peaked at $128M in Q4 2018. 3 funds tracked by Wall St. Rank hold SHPG as of Q1 2019.

Manikay Partners reported no remaining Shire pic position as of Q1 2019 after selling out during the quarter.
Manikay Partners sold 736,000 Shire pic shares in Q1 2019, an estimated $128M.
Manikay Partners first reported a position in Shire pic in Q3 2014 and held it in 7 quarters.
Manikay Partners's Shire pic position peaked at $128M in Q4 2018.
3 funds tracked by Wall St. Rank held Shire pic as of Q1 2019.

Based on Manikay Partners's 13F filing for Q1 2019, filed 15 May 2019.