Manikay Partners’s Wabtec WAB Stock Holding History

Manikay Partners’s Portfolio WAB Stock Details WAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-250,000	Closed	-$18M	–	31
2019 Q3	$18M	Buy	+250,000	New	+$17.8M	1.87%	14

Other funds holding WAB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Manikay Partners's WAB Position: Q4 2019 in Review

Manikay Partners sold out of Wabtec (WAB) in Q4 2019, closing a stake of 250,000 shares — an estimated $18M sold.

Manikay Partners first reported a position in WAB in Q3 2019 and held it in 1 quarter. The position peaked at $18M in Q3 2019. 776 funds tracked by Wall St. Rank hold WAB as of Q4 2019.

Manikay Partners reported no remaining Wabtec position as of Q4 2019 after selling out during the quarter.
Manikay Partners sold 250,000 Wabtec shares in Q4 2019, an estimated $18M.
Manikay Partners first reported a position in Wabtec in Q3 2019 and held it in 1 quarter.
Manikay Partners's Wabtec position peaked at $18M in Q3 2019.
776 funds tracked by Wall St. Rank held Wabtec as of Q4 2019.

Based on Manikay Partners's 13F filing for Q4 2019, filed 14 Feb 2020.