- New Purchases: APC, GOOG, DATA, WCG, ARRY, CZR, LYB, ZAYO, DISCK, BJ, AGN,
- Added Positions: RHT, CELG, AABA, QUAD,
- Reduced Positions: DIS, TMUS, FOXA, TIF, RIO, BBL, LSXMK,
- Sold Out: VSM, FOX, FDC, BMS, LEXEA, FNF,
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- Celgene Corp (CELG) - 1,480,000 shares, 11.37% of the total portfolio. Shares added by 52.73%
- Anadarko Petroleum Corp (APC) - 1,840,000 shares, 10.79% of the total portfolio. New Position
- Red Hat Inc (RHT) - 650,000 shares, 10.14% of the total portfolio. Shares added by 188.89%
- Bank of America Corporation (BAC) - 3,000,000 shares, 7.23% of the total portfolio.
- Alphabet Inc (GOOG) - 72,000 shares, 6.47% of the total portfolio. New Position
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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