Manikay Partners’s Yahoo Inc YHOO Stock Holding History

Manikay Partners’s Portfolio YHOO Stock Details YHOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-1,374,518	Closed	-$39.7M	–	51
2015 Q3	$39.7M	Sell	1,374,518 -254,582	-16%	-$8.83M	2.34%	20
2015 Q2	$64M	Buy	1,629,100 +1,029,100	+172%	+$44.2M	3.5%	11
2015 Q1	$26.7M	Buy	+600,000	New	+$27.1M	1.65%	24
2014 Q1	–	Sell	-827,300	Closed	-$33.5M	–	28
2013 Q4	$33.5M	Sell	827,300 -22,700	-3%	-$814K	3.21%	15
2013 Q3	$28.2M	Sell	850,000 -750,000	-47%	-$21.2M	2.62%	13
2013 Q2	$40.2M	Buy	+1,600,000	New	+$40.6M	3.63%	14

Other funds holding YHOO

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Manikay Partners's YHOO Position: Q4 2015 in Review

Manikay Partners sold out of Yahoo Inc (YHOO) in Q4 2015, closing a stake of 1,374,518 shares — an estimated $39.7M sold.

Manikay Partners first reported a position in YHOO in Q2 2013 and held it in 6 quarters. The position peaked at $64M in Q2 2015. 670 funds tracked by Wall St. Rank hold YHOO as of Q4 2015.

Manikay Partners reported no remaining Yahoo Inc position as of Q4 2015 after selling out during the quarter.
Manikay Partners sold 1,374,518 Yahoo Inc shares in Q4 2015, an estimated $39.7M.
Manikay Partners first reported a position in Yahoo Inc in Q2 2013 and held it in 6 quarters.
Manikay Partners's Yahoo Inc position peaked at $64M in Q2 2015.
670 funds tracked by Wall St. Rank held Yahoo Inc as of Q4 2015.

Based on Manikay Partners's 13F filing for Q4 2015, filed 16 Feb 2016.