MANIKAY PARTNERS, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 42
New Positions 13
Increased Positions 19
Decreased Positions 15
Positions with Activity 34
Sold Out Positions 11
Total Mkt Value (in $ millions) 1,548

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

Sector Weighting

Basic Materials 2.27%
Capital Goods 2.23%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 12.88%
Energy
Financial 27.11%
Healthcare 10.52%
Services 38.65%
Technology 0%
Transportation 1.44%
Utilities

42 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
COVIDIEN PLC SHS 134,136 74,520 125 1,350,000
CITIGROUP INC COM NEW 103,360 New 1,900,000
BANK AMER CORP COM 103,080 New 6,000,000
TIME WARNER CABLE INC COM 102,368 47,528 86.67 700,000
DIRECTV COM 96,626 27,198 39.18 1,113,400
INTERNATIONAL GAME TECHNOLOGY COM 94,545 94,545 New 5,500,000
AMERICAN INTL GROUP INC COM NEW 84,303 New 1,530,000
CONSTELLATION BRANDS INC CL A 80,096 New 850,000
FAMILY DLR STORES INC COM 73,177 73,177 New 925,000
SAFEWAY INC COM NEW 62,676 13,928 28.57 1,800,000
SALLY BEAUTY HLDGS INC COM 62,380 New 2,000,000
COCA COLA CO COM 61,978 New 1,400,000
HUDSON CITY BANCORP COM 48,850 -489 (0.99) 5,000,000
BANCO SANTANDER BRASIL S A ADS REP 1 UNIT 44,400 44,400 New 7,500,000
CITIZENS FINL GROUP INC COM 42,438 42,438 New 1,750,000
STARWOOD HOTELS&RESORTS WRLDWD COM 41,196 5,639 15.86 526,000
COLGATE PALMOLIVE CO COM 40,770 New 600,000
AMERICAN INTL GROUP INC WT EXP 011921 33,011 New 1,334,300
TRI POINTE HOMES INC COM 30,420 30,420 New 2,000,000
BHP BILLITON PLC SPONSORED ADR 29,172 -663 (2.22) 572,000


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