Abrams Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- held
- held
- trimmed−4.27
- new+9.90
Positions
| WUThe Western Union Company | 23.59% | 17,362,477 | $300M | held | — | 3 q |
| SLMSLM Corporation | 21.04% | 10,165,910 | $267M | held | — | 3 q |
| AIGAmerican International Group, Inc. | 19.08% | 4,745,040 | $242M | held | — | 3 q |
| WAIRWESCO Aircraft Holdings Inc. | 9.95% | 5,765,539 | $126M | trimmed−34% | −4.27 pp | 3 q |
| WFCWells Fargo & Co. | 9.90% | 2,770,000 | $126M | new | +9.90 pp | new |
| unresolvedCst Brands Inc | 8.68% | 3,000,000 | $110M | held | — | 3 q |
| unresolvedGlobal Eagle Entmt Inc | 3.51% | 3,000,000 | $45M | new | +3.51 pp | new |
| unresolvedClear Channel Outdoor Hldgs | 2.68% | 3,354,390 | $34M | held | — | 3 q |
| JCPJ.C. Penney Company, Inc. | 0.72% | 1,000,000 | $9M | new | +0.72 pp | new |
| unresolvedSanofi | 0.31% | 11,658,873 | $4M | trimmed−63% | −4.62 pp | 3 q |
| unresolvedEngility Holdings Inc | 0.27% | 102,430 | $3M | trimmed−96% | −6.01 pp | 3 q |
| Royal Bk Scotlnd Grp PLCconvertible | 0.18% | 115,305 | $2M | held | — | 3 q |
| Royal Bk Scotlnd Grp PLCconvertible | 0.09% | 57,380 | $1M | held | — | 3 q |
| MANTMantech International Corp | — | −860,920 | — | exited | −1.94 pp | — |