Abrams Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| WUThe Western Union Company | 22.48% | 17,362,477 | $284M | held | — | 4 q |
| AIGAmerican International Group, Inc. | 18.78% | 4,745,040 | $237M | held | — | 4 q |
| SLMSLM Corporation | 15.89% | 8,200,487 | $201M | trimmed−19% | −5.15 pp | 4 q |
| MSFTMicrosoft Corp | 11.09% | 3,420,000 | $140M | new | +11.09 pp | new |
| WFCWells Fargo & Co. | 10.90% | 2,770,000 | $138M | held | — | 2 q |
| unresolvedCst Brands Inc | 7.42% | 3,000,000 | $94M | held | — | 4 q |
| unresolvedGlobal Eagle Entmt Inc | 3.75% | 3,000,000 | $47M | held | — | 2 q |
| unresolvedBarnes & Noble Inc | 3.50% | 2,115,229 | $44M | new | +3.50 pp | new |
| WAIRWESCO Aircraft Holdings Inc. | 2.46% | 1,410,141 | $31M | trimmed−76% | −7.49 pp | 4 q |
| unresolvedClear Channel Outdoor Hldgs | 2.42% | 3,354,390 | $31M | held | — | 4 q |
| JCPJ.C. Penney Company, Inc. | 1.02% | 1,500,000 | $13M | added+50% | +0.30 pp | 2 q |
| Royal Bk Scotlnd Grp PLCconvertible | 0.20% | 115,305 | $3M | held | — | 4 q |
| Royal Bk Scotlnd Grp PLCconvertible | 0.10% | 57,380 | $1M | held | — | 4 q |
| unresolvedSanofi | — | −11,658,873 | — | exited | −0.31 pp | — |
| unresolvedEngility Holdings Inc | — | −102,430 | — | exited | −0.27 pp | — |