MP
Manikay Partners Portfolio holdings
AUM
$787M
This Quarter Return
+12.45%
1 Year Return
+52.3%
3 Year Return
+84.06%
5 Year Return
+171.82%
10 Year Return
–
AUM
$1.94B
AUM Growth
+$1.94B
(+15%)
Cap. Flow
+$194M
Cap. Flow
% of AUM
9.96%
Top 10 Holdings %
Top 10 Hldgs %
55.16%
Holding
59
New
18
Increased
6
Reduced
5
Closed
23
Top Buys
| 1 |
JAH
JARDEN CORPORATION
JAH
|
$100M |
| 2 |
ARG
AIRGAS INC
ARG
|
$93.4M |
| 3 |
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
|
$69.3M |
| 4 |
POM
PEPCO HOLDINGS, INC.
POM
|
$65.9M |
| 5 |
SIRO
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
|
$53.5M |
Top Sells
| 1 |
ALTR
ALTERA CORP
ALTR
|
$75.1M |
| 2 |
TRAK
DEALERTRACK TECHNOLOGIES, INC. COM STK
TRAK
|
$57.2M |
| 3 |
HCBK
HUDSON CITY BANCORP INC
HCBK
|
$49.4M |
| 4 |
Perrigo
PRGO
|
$49.3M |
| 5 |
BHI
Baker Hughes
BHI
|
$44.2M |
Sector Composition
| 1 | Financials | 25.49% |
| 2 | Industrials | 22.63% |
| 3 | Consumer Staples | 6.14% |
| 4 | Real Estate | 6.01% |
| 5 | Healthcare | 5.4% |