Manikay Partners, LLC Buys Anadarko Petroleum Corp, Red Hat Inc, Alphabet Inc, Sells The Walt Disney Co, T-Mobile US Inc, Versum Materials Inc

New York, NY, based Investment company Manikay Partners, LLC (Current Portfolio) buys Anadarko Petroleum Corp, Red Hat Inc, Alphabet Inc, Tableau Software Inc, Celgene Corp, sells The Walt Disney Co, T-Mobile US Inc, Versum Materials Inc, Fox Corp, First Data Corp during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Manikay Partners, LLC. As of 2019Q2, Manikay Partners, LLC owns 28 stocks with a total value of $1.2 billion. 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. Celgene Corp (CELG) - 1,480,000 shares, 11.37% of the total portfolio. Shares added by 52.73%
  2. Anadarko Petroleum Corp (APC) - 1,840,000 shares, 10.79% of the total portfolio. New Position
  3. Red Hat Inc (RHT) - 650,000 shares, 10.14% of the total portfolio. Shares added by 188.89%
  4. Bank of America Corporation (BAC) - 3,000,000 shares, 7.23% of the total portfolio.
  5. Alphabet Inc (GOOG) - 72,000 shares, 6.47% of the total portfolio. New Position
New Purchase: Anadarko Petroleum Corp (APC)

Manikay Partners, LLC initiated holding in Anadarko Petroleum Corp. The purchase prices were between $44.47 and $75.86, with an estimated average price of $67.07. The stock is now traded at around $72.77. The impact to a portfolio due to this purchase was 10.79%. The holding were 1,840,000 shares as of .

New Purchase: Alphabet Inc (GOOG)

Manikay Partners, LLC initiated holding in Alphabet Inc. The purchase prices were between $1036.23 and $1287.58, with an estimated average price of $1154.77. The stock is now traded at around $1184.58. The impact to a portfolio due to this purchase was 6.47%. The holding were 72,000 shares as of .

New Purchase: Tableau Software Inc (DATA)

Manikay Partners, LLC initiated holding in Tableau Software Inc. The purchase prices were between $108.26 and $171.89, with an estimated average price of $130.93. The stock is now traded at around $169.53. The impact to a portfolio due to this purchase was 5.87%. The holding were 425,026 shares as of .

New Purchase: WellCare Health Plans Inc (WCG)

Manikay Partners, LLC initiated holding in WellCare Health Plans Inc. The purchase prices were between $246.75 and $299.29, with an estimated average price of $275.37. The stock is now traded at around $271.41. The impact to a portfolio due to this purchase was 3.55%. The holding were 150,000 shares as of .

New Purchase: Array BioPharma Inc (ARRY)

Manikay Partners, LLC initiated holding in Array BioPharma Inc. The purchase prices were between $20.84 and $46.58, with an estimated average price of $27.97. The stock is now traded at around $47.85. The impact to a portfolio due to this purchase was 3.13%. The holding were 813,934 shares as of .

New Purchase: Caesars Entertainment Corp (CZR)

Manikay Partners, LLC initiated holding in Caesars Entertainment Corp. The purchase prices were between $8.61 and $11.82, with an estimated average price of $9.47. The stock is now traded at around $11.49. The impact to a portfolio due to this purchase was 2.22%. The holding were 2,262,500 shares as of .

Added: Red Hat Inc (RHT)

Manikay Partners, LLC added to a holding in Red Hat Inc by 188.89%. The purchase prices were between $181.94 and $188.25, with an estimated average price of $184.5. The stock is now traded at around $187.71. The impact to a portfolio due to this purchase was 6.63%. The holding were 650,000 shares as of .

Added: Celgene Corp (CELG)

Manikay Partners, LLC added to a holding in Celgene Corp by 52.73%. The purchase prices were between $92.35 and $98.91, with an estimated average price of $94.95. The stock is now traded at around $95.37. The impact to a portfolio due to this purchase was 3.93%. The holding were 1,480,000 shares as of .

Added: Altaba Inc (AABA)

Manikay Partners, LLC added to a holding in Altaba Inc by 85.71%. The purchase prices were between $59.2 and $79.15, with an estimated average price of $69.95. The stock is now traded at around $69.47. The impact to a portfolio due to this purchase was 1.73%. The holding were 650,000 shares as of .

Added: Quad/Graphics Inc (QUAD)

Manikay Partners, LLC added to a holding in Quad/Graphics Inc by 50.00%. The purchase prices were between $7.56 and $12.71, with an estimated average price of $10.48. The stock is now traded at around $9.13. The impact to a portfolio due to this purchase was 0.06%. The holding were 281,250 shares as of .

Sold Out: Versum Materials Inc (VSM)

Manikay Partners, LLC sold out a holding in Versum Materials Inc. The sale prices were between $50.37 and $52.28, with an estimated average price of $51.6.

Sold Out: Fox Corp (FOX)

Manikay Partners, LLC sold out a holding in Fox Corp. The sale prices were between $33.68 and $38.74, with an estimated average price of $36.32.

Sold Out: First Data Corp (FDC)

Manikay Partners, LLC sold out a holding in First Data Corp. The sale prices were between $24.62 and $27.33, with an estimated average price of $26.

Sold Out: Bemis Co Inc (BMS)

Manikay Partners, LLC sold out a holding in Bemis Co Inc. The sale prices were between $55.12 and $59.53, with an estimated average price of $57.03.

Sold Out: Liberty Expedia Holdings Inc (LEXEA)

Manikay Partners, LLC sold out a holding in Liberty Expedia Holdings Inc. The sale prices were between $41.23 and $47.79, with an estimated average price of $44.11.

Sold Out: Fidelity National Financial Inc (FNF)

Manikay Partners, LLC sold out a holding in Fidelity National Financial Inc. The sale prices were between $37.52 and $41.04, with an estimated average price of $39.2.



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