MANIKAY PARTNERS, LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 22
New Positions 5
Increased Positions 6
Decreased Positions 10
Positions with Activity 16
Sold Out Positions 5
Total Mkt Value (in $ millions) 719

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

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 26.43%
Energy 0%
Financial 48.73%
Healthcare 1.86%
Services 13.15%
Technology 5.29%
Transportation
Utilities

22 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BANK OF AMERICA CORPORATION COM 96,900 New 6,000,000
CONSTELLATION BRANDS INC CL A 92,897 -12,117 (11.54) 1,150,000
AMERICAN INTL GROUP INC COM NEW 87,105 New 1,714,000
CITIGROUP INC COM NEW 79,563 New 1,650,000
COCA COLA CO COM 57,008 New 1,400,000
HUDSON CITY BANCORP COM 46,815 -18,525 (28.35) 4,728,739
COLGATE PALMOLIVE CO COM 40,164 New 600,000
JARDEN CORP COM 38,046 38,046 New 680,000
NEWS CORP NEW CL B 32,578 13,089 67.16 1,978,022
YAHOO INC COM 30,097 -826 (2.67) 827,300
AMERICAN INTL GROUP INC WT EXP 011921 28,301 New 1,334,300
SALLY BEAUTY HLDGS INC COM 26,490 26,490 New 1,000,000
TWENTY FIRST CENTY FOX INC CL B 23,841 -2,461 (9.36) 752,327
COMMUNITY HEALTH SYS INC NEW COM 13,389 13,389 New 375,257
FIDELITY NATIONAL FINANCIAL IN CL A 11,704 -4,484 (27.7) 374,042
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 10,502 10,502 New 291,816
VERIZON COMMUNICATIONS INC COM 3,653 3,653 New 76,748
COMPANIA CERVECERIAS UNIDAS SA SPONSORED ADR -8,591 Sold Out 0
ELAN PLC ADR -28,992 Sold Out 0
OMNICOM GROUP INC COM -27,752 Sold Out 0