MANIKAY PARTNERS, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 34
New Positions 11
Increased Positions 17
Decreased Positions 8
Positions with Activity 25
Sold Out Positions 5
Total Mkt Value (in $ millions) 1,492

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

Sector Weighting

Basic Materials 5.74%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 11.48%
Energy
Financial 26.64%
Healthcare 10.19%
Services 40.15%
Technology 0.39%
Transportation 1.1%
Utilities

34 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VERIZON COMMUNICATIONS INC COM 166,897 New 3,350,000
ACTAVIS PLC SHS 100,035 81,162 430.05 440,722
CITIGROUP INC COM NEW 98,135 New 1,900,000
BANK OF AMERICA CORPORATION COM 96,540 New 6,000,000
AMERICAN INTL GROUP INC COM NEW 85,772 New 1,530,000
CONSTELLATION BRANDS INC CL A 74,027 New 850,000
COMCAST CORP NEW CL A 70,623 70,623 New 1,290,625
DIRECTV COM 69,160 69,160 New 800,000
COCA COLA CO COM 58,408 New 1,400,000
SALLY BEAUTY HLDGS INC COM 55,760 25,889 86.67 2,000,000
TIME WARNER CABLE INC COM 55,474 28,112 102.74 375,000
COVIDIEN PLC SHS 52,098 52,098 New 600,000
HUDSON CITY BANCORP COM 49,844 11,953 31.55 5,050,000
SAFEWAY INC COM NEW 48,692 -3,478 (6.67) 1,400,000
WEYERHAEUSER CO COM 48,500 48,500 New 1,428,571
NEWS CORP NEW CL B 39,886 New 2,310,872
COLGATE PALMOLIVE CO COM 38,838 New 600,000
STARWOOD HOTELS&RESORTS WRLDWD COM 38,381 38,381 New 454,000
BHP BILLITON PLC SPONSORED ADR 37,136 12,284 49.43 585,000
SIRIUS XM HLDGS INC COM 36,300 -7,260 (16.67) 10,000,000