- New Purchases: BRK.B, BOLD, AXE, INXN, WMGI, FOX, LN, S, CUK,
- Added Positions: UTX, TIF, ZAYO, LSXMA,
- Reduced Positions: DIS, BBL, LSXMK,
- Sold Out: CELG, AABA, BKR, WAB, TMUS, ALDR, BK, LVS, IAC, DISCK, TCOM, RIO, VIAB,
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- Bank of America Corp (BAC) - 3,000,000 shares, 11.84% of the total portfolio.
- Bank of America Corp (BAC) - 3,000,000 shares, 11.84% of the total portfolio.
- Alphabet Inc (GOOG) - 70,000 shares, 10.49% of the total portfolio.
- United Technologies Corp (UTX) - 577,000 shares, 9.68% of the total portfolio. Shares added by 25.43%
- Tiffany & Co (TIF) - 601,204 shares, 9.00% of the total portfolio. Shares added by 12.37%
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.
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