Abrams Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- trimmed−0.35
- held
- trimmed+4.53
Positions
| WUThe Western Union Company | 25.35% | 17,362,477 | $324M | held | — | 2 q |
| SLMSLM Corporation | 19.81% | 10,165,910 | $253M | trimmed−33% | −0.35 pp | 2 q |
| AIGAmerican International Group, Inc. | 18.06% | 4,745,040 | $231M | held | — | 2 q |
| WAIRWESCO Aircraft Holdings Inc. | 14.22% | 8,684,212 | $182M | trimmed−4% | +4.53 pp | 2 q |
| unresolvedCst Brands Inc | 7.00% | 3,000,000 | $89M | added+50% | +3.44 pp | 2 q |
| unresolvedEngility Holdings Inc | 6.28% | 2,527,478 | $80M | trimmed−5% | +1.90 pp | 2 q |
| unresolvedSanofi | 4.93% | 31,179,637 | $63M | trimmed−0% | +1.49 pp | 2 q |
| unresolvedClear Channel Outdoor Hldgs | 2.15% | 3,354,390 | $28M | held | — | 2 q |
| MANTMantech International Corp | 1.94% | 860,920 | $25M | trimmed−51% | −0.73 pp | 2 q |
| Royal Bk Scotlnd Grp PLCconvertible | 0.18% | 115,305 | $2M | held | — | 2 q |
| Royal Bk Scotlnd Grp PLCconvertible | 0.09% | 57,380 | $1M | held | — | 2 q |
| unresolvedDell Inc | — | −15,000,000 | — | exited | −11.56 pp | — |
| TEVATeva Pharmaceutical Industries Limited | — | −2,561,269 | — | exited | −5.81 pp | — |
| AIZAssurant, Inc. | — | −1,500,000 | — | exited | −4.42 pp | — |
| unresolvedBmc Software Inc | — | −1,230,000 | — | exited | −3.21 pp | — |