MANIKAY PARTNERS, LLC Information

ONE BRYANT PARK, New York, New York, 10036, (212) 588-6200

Report Date: 12/31/2014

Position Statistics

Total Positions 40
New Positions 10
Increased Positions 18
Decreased Positions 14
Positions with Activity 32
Sold Out Positions 12
Total Mkt Value (in $ millions) 1,460

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.9%
Capital Goods 3.83%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 13.33%
Energy 1.84%
Financial 25.91%
Healthcare 13.73%
Services 27.93%
Technology 2.86%
Transportation 2.25%
Utilities

40 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INTERNATIONAL GAME TECHNOLOGY COM 115,570 17,780 18.18 6,500,000
DIRECTV COM 105,741 10,746 11.31 1,239,348
CONSTELLATION BRANDS INC CL A 97,308 New 850,000
CITIGROUP INC COM NEW 96,900 New 1,900,000
BANK AMER CORP COM 91,860 New 6,000,000
FAMILY DLR STORES INC COM 87,395 13,904 18.92 1,100,000
AMERICAN INTL GROUP INC COM NEW 82,666 New 1,530,000
ACTAVIS PLC SHS 72,671 72,671 New 239,395
HUDSON CITY BANCORP COM 72,205 20,630 40 7,000,000
SALLY BEAUTY HLDGS INC COM 69,340 New 2,000,000
MEDTRONIC PLC SHS 62,879 -36,988 (37.04) 812,600
ENDO INTL PLC SHS 58,679 58,679 New 651,700
COCA COLA CO COM 56,112 New 1,400,000
DRESSER-RAND GROUP INC COM 55,972 51,974 1,300 700,000
NEWS CORP NEW CL B 49,071 22,104 81.97 3,076,542
RIVERBED TECHNOLOGY INC COM 41,800 41,800 New 2,000,000
COLGATE PALMOLIVE CO COM 41,250 New 600,000
CITIZENS FINL GROUP INC COM 32,935 -9,905 (23.12) 1,345,400
AMERCO COM 32,797 6,559 25 100,000
TWENTY FIRST CENTY FOX INC CL B 29,859 29,859 New 912,142


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