Manikay Partners, LLC Buys Berkshire Hathaway Inc, Audentes Therapeutics Inc, Anixter International Inc, Sells Celgene Corp, Altaba Inc, Baker Hughes Co

Author's Avatar
Feb 17, 2020
Article's Main Image
New York, NY, based Investment company Manikay Partners, LLC (Current Portfolio) buys Berkshire Hathaway Inc, Audentes Therapeutics Inc, Anixter International Inc, InterXion Holding NV, United Technologies Corp, sells Celgene Corp, Altaba Inc, Baker Hughes Co, The Walt Disney Co, BHP Group PLC during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Manikay Partners, LLC. As of 2019Q4, Manikay Partners, LLC owns 22 stocks with a total value of $893 million. These are the details of the buys and sells.

For the details of Manikay Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/manikay+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Manikay Partners, LLC
  1. Bank of America Corp (BAC) - 3,000,000 shares, 11.84% of the total portfolio.
  2. Bank of America Corp (BAC) - 3,000,000 shares, 11.84% of the total portfolio.
  3. Alphabet Inc (GOOG) - 70,000 shares, 10.49% of the total portfolio.
  4. United Technologies Corp (UTX) - 577,000 shares, 9.68% of the total portfolio. Shares added by 25.43%
  5. Tiffany & Co (TIF) - 601,204 shares, 9.00% of the total portfolio. Shares added by 12.37%
New Purchase: Berkshire Hathaway Inc (BRK.B)

Manikay Partners, LLC initiated holding in Berkshire Hathaway Inc. The purchase prices were between $203.1 and $227.05, with an estimated average price of $217.51. The stock is now traded at around $226.80. The impact to a portfolio due to this purchase was 4.38%. The holding were 172,500 shares as of .

New Purchase: Audentes Therapeutics Inc (BOLD)

Manikay Partners, LLC initiated holding in Audentes Therapeutics Inc. The purchase prices were between $25.55 and $59.84, with an estimated average price of $37.91. The stock is now traded at around $59.97. The impact to a portfolio due to this purchase was 2.68%. The holding were 400,000 shares as of .

New Purchase: Anixter International Inc (AXE)

Manikay Partners, LLC initiated holding in Anixter International Inc. The purchase prices were between $66.46 and $92.97, with an estimated average price of $81.43. The stock is now traded at around $98.25. The impact to a portfolio due to this purchase was 2.59%. The holding were 251,000 shares as of .

New Purchase: InterXion Holding NV (INXN)

Manikay Partners, LLC initiated holding in InterXion Holding NV. The purchase prices were between $77.07 and $89.42, with an estimated average price of $83.59. The stock is now traded at around $92.25. The impact to a portfolio due to this purchase was 2.54%. The holding were 270,000 shares as of .

New Purchase: Wright Medical Group NV (WMGI)

Manikay Partners, LLC initiated holding in Wright Medical Group NV. The purchase prices were between $19.41 and $30.59, with an estimated average price of $26.4. The stock is now traded at around $30.22. The impact to a portfolio due to this purchase was 1.83%. The holding were 535,765 shares as of .

New Purchase: Fox Corp (FOX)

Manikay Partners, LLC initiated holding in Fox Corp. The purchase prices were between $30.04 and $36.8, with an estimated average price of $33.69. The stock is now traded at around $37.31. The impact to a portfolio due to this purchase was 1.79%. The holding were 440,000 shares as of .

Added: United Technologies Corp (UTX)

Manikay Partners, LLC added to a holding in United Technologies Corp by 25.43%. The purchase prices were between $130.47 and $150.71, with an estimated average price of $144.46. The stock is now traded at around $153.46. The impact to a portfolio due to this purchase was 1.96%. The holding were 577,000 shares as of .

Sold Out: Celgene Corp (CELG)

Manikay Partners, LLC sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.

Sold Out: Altaba Inc (AABA)

Manikay Partners, LLC sold out a holding in Altaba Inc. The sale prices were between $19.63 and $19.63, with an estimated average price of $19.63.

Sold Out: Baker Hughes Co (BKR)

Manikay Partners, LLC sold out a holding in Baker Hughes Co. The sale prices were between $21.32 and $25.63, with an estimated average price of $22.78.

Sold Out: Westinghouse Air Brake Technologies Corp (WAB)

Manikay Partners, LLC sold out a holding in Westinghouse Air Brake Technologies Corp. The sale prices were between $63.59 and $80.97, with an estimated average price of $74.23.

Sold Out: T-Mobile US Inc (TMUS)

Manikay Partners, LLC sold out a holding in T-Mobile US Inc. The sale prices were between $74.62 and $83.27, with an estimated average price of $78.67.

Sold Out: Alder BioPharmaceuticals Inc (ALDR)

Manikay Partners, LLC sold out a holding in Alder BioPharmaceuticals Inc. The sale prices were between $18.86 and $18.93, with an estimated average price of $18.89.



Here is the complete portfolio of Manikay Partners, LLC. Also check out:

1. Manikay Partners, LLC's Undervalued Stocks
2. Manikay Partners, LLC's Top Growth Companies, and
3. Manikay Partners, LLC's High Yield stocks
4. Stocks that Manikay Partners, LLC keeps buying