Abrams Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| WUThe Western Union Company | 29.82% | 21,608,707 | $439M | held | — | 9 q |
| MSFTMicrosoft Corp | 14.93% | 4,980,000 | $220M | held | — | 6 q |
| unresolvedDirectv | 10.80% | 1,714,262 | $159M | added+22% | +1.94 pp | 3 q |
| WFCWells Fargo & Co. | 10.58% | 2,770,000 | $156M | held | — | 7 q |
| unresolvedBarnes & Noble Inc | 9.02% | 5,117,997 | $133M | added+24% | +1.75 pp | 6 q |
| OPBOpus Bank | 5.58% | 2,270,265 | $82M | held | — | 5 q |
| unresolvedGlobal Eagle Entmt Inc | 4.42% | 5,000,000 | $65M | held | — | 7 q |
| INXNInterxion Holding NV | 4.41% | 2,347,788 | $65M | held | — | 4 q |
| WENThe Wendy's Company | 3.25% | 4,250,000 | $48M | new | +3.25 pp | new |
| 9M1NMoneygram International Inc | 3.20% | 5,130,000 | $47M | added+17% | +0.39 pp | 3 q |
| unresolvedClear Channel Outdoor Hldgs | 2.31% | 3,354,390 | $34M | held | — | 9 q |
| unresolvedVimpelcom Ltd-spon ADR | 1.69% | 5,001,418 | $25M | added+69% | +0.54 pp | 2 q |
| unresolvedCst Brands Inc | — | −794,686 | — | exited | −2.59 pp | — |
