MANIKAY PARTNERS, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 28
New Positions 11
Increased Positions 15
Decreased Positions 9
Positions with Activity 24
Sold Out Positions 5
Total Mkt Value (in $ millions) 1,026

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

Sector Weighting

Basic Materials 2.6%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 15.96%
Energy
Financial 37.94%
Healthcare 1.76%
Services 37.18%
Technology 0%
Transportation
Utilities

28 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VERIZON COMMUNICATIONS INC COM 168,907 165,037 4,264.94 3,350,000
CITIGROUP INC COM NEW 92,929 12,228 15.15 1,900,000
BANK OF AMERICA CORPORATION COM 91,500 New 6,000,000
AMERICAN INTL GROUP INC COM NEW 79,529 -9,564 (10.74) 1,530,000
CONSTELLATION BRANDS INC CL A 70,771 -24,978 (26.09) 850,000
COCA COLA CO COM 55,006 New 1,400,000
SAFEWAY INC COM NEW 51,690 51,690 New 1,500,000
OMNICOM GROUP INC COM 48,993 48,993 New 700,000
SIRIUS XM HLDGS INC COM 40,560 40,560 New 12,000,000
NEWS CORP NEW CL B 39,770 5,728 16.83 2,310,872
COLGATE PALMOLIVE CO COM 38,040 New 600,000
HUDSON CITY BANCORP COM 37,430 -8,675 (18.82) 3,839,000
AMERICAN INTL GROUP INC WT EXP 011921 31,890 New 1,334,300
NASDAQ OMX GROUP INC COM 29,111 29,111 New 690,000
SALLY BEAUTY HLDGS INC COM 27,803 1,853 7.14 1,071,405
PACWEST BANCORP DEL COM 27,024 27,024 New 648,534
TIME WARNER CABLE INC COM 26,838 26,838 New 184,964
BHP BILLITON PLC SPONSORED ADR 26,684 26,684 New 391,490
ACTAVIS PLC SHS 17,815 17,815 New 83,147
TWENTY FIRST CENTY FOX INC CL B 14,476 -9,343 (39.22) 457,236


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