Abrams Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| WUThe Western Union Company | 26.24% | 21,427,477 | $372M | added+23% | +3.76 pp | 5 q |
| AIGAmerican International Group, Inc. | 18.29% | 4,745,040 | $259M | held | — | 5 q |
| WFCWells Fargo & Co. | 10.28% | 2,770,000 | $146M | held | — | 3 q |
| MSFTMicrosoft Corp | 10.07% | 3,420,000 | $143M | held | — | 2 q |
| unresolvedCst Brands Inc | 7.31% | 3,000,000 | $104M | held | — | 5 q |
| unresolvedBarnes & Noble Inc | 6.62% | 4,114,389 | $94M | added+95% | +3.12 pp | 2 q |
| NAVINavient Corporation | 6.47% | 5,170,518 | $92M | new | +6.47 pp | new |
| OPBOpus Bank | 4.39% | 2,270,265 | $62M | new | +4.39 pp | new |
| unresolvedGlobal Eagle Entmt Inc | 3.80% | 4,342,536 | $54M | added+45% | +0.05 pp | 3 q |
| RYNRayonier Inc. | 2.31% | 920,710 | $33M | new | +2.31 pp | new |
| unresolvedClear Channel Outdoor Hldgs | 1.94% | 3,354,390 | $27M | held | — | 5 q |
| unresolvedGentiva Health Services Inc | 1.04% | 975,170 | $15M | new | +1.04 pp | new |
| JCPJ.C. Penney Company, Inc. | 0.96% | 1,500,000 | $14M | held | — | 3 q |
| Royal Bk Scotlnd Grp PLCconvertible | 0.19% | 115,305 | $3M | held | — | 5 q |
| Royal Bk Scotlnd Grp PLCconvertible | 0.10% | 57,380 | $1M | held | — | 5 q |
| SLMSLM Corporation | — | −8,200,487 | — | exited | −15.89 pp | — |
| WAIRWESCO Aircraft Holdings Inc. | — | −1,410,141 | — | exited | −2.46 pp | — |
