Abrams Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| WUThe Western Union Company | 28.40% | 21,608,707 | $397M | held | — | 10 q |
| MSFTMicrosoft Corp | 15.78% | 4,980,000 | $220M | held | — | 7 q |
| WFCWells Fargo & Co. | 10.18% | 2,770,000 | $142M | held | — | 8 q |
| BNEDBarnes & Noble Education, Inc | 6.50% | 7,145,303 | $91M | new | +6.50 pp | new |
| unresolvedBarnes & Noble Inc | 6.00% | 6,918,774 | $84M | added+35% | −3.02 pp | 7 q |
| OPBOpus Bank | 5.62% | 2,052,080 | $78M | trimmed−10% | +0.04 pp | 6 q |
| unresolvedManitowoc Inc | 5.38% | 5,010,699 | $75M | new | +5.38 pp | new |
| unresolvedCleco Corp | 4.57% | 1,200,000 | $64M | new | +4.57 pp | new |
| INXNInterxion Holding NV | 4.55% | 2,347,788 | $64M | held | — | 5 q |
| unresolvedGlobal Eagle Entmt Inc | 4.11% | 5,000,000 | $57M | held | — | 8 q |
| unresolvedVimpelcom Ltd-spon ADR | 3.00% | 10,200,000 | $42M | added×2.0 | +1.31 pp | 3 q |
| 9M1NMoneygram International Inc | 2.94% | 5,130,000 | $41M | held | — | 4 q |
| unresolvedClear Channel Outdoor Hldgs | 1.71% | 3,354,390 | $24M | held | — | 10 q |
| unresolvedKeryx Biopharmaceuticals Inc | 1.26% | 5,000,000 | $18M | new | +1.26 pp | new |
| unresolvedDirectv | — | −1,714,262 | — | exited | −10.80 pp | — |
| WENThe Wendy's Company | — | −4,250,000 | — | exited | −3.25 pp | — |
