Abrams Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| WUThe Western Union Company | 21.16% | 21,608,707 | $387M | held | — | 11 q |
| MSFTMicrosoft Corp | 15.11% | 4,980,000 | $276M | held | — | 8 q |
| BENFranklin Templeton, Inc. | 10.62% | 5,275,662 | $194M | new | +10.62 pp | new |
| WFCWells Fargo & Co. | 8.23% | 2,770,000 | $151M | held | — | 9 q |
| unresolvedCleco Corp | 6.74% | 2,362,366 | $123M | added+97% | +2.17 pp | 2 q |
| unresolvedTime Warner Cable Inc | 6.71% | 661,000 | $123M | new | +6.71 pp | new |
| unresolvedManitowoc Inc | 6.06% | 7,225,600 | $111M | added+44% | +0.68 pp | 2 q |
| BNEDBarnes & Noble Education, Inc | 4.47% | 8,220,792 | $82M | added+15% | −2.03 pp | 2 q |
| INXNInterxion Holding NV | 3.87% | 2,347,788 | $71M | held | — | 6 q |
| unresolvedBarnes & Noble Inc | 3.53% | 7,418,774 | $65M | added+7% | −2.47 pp | 8 q |
| unresolvedVimpelcom Ltd-spon ADR | 3.26% | 18,200,000 | $60M | added+78% | +0.26 pp | 4 q |
| OPBOpus Bank | 3.23% | 1,596,395 | $59M | trimmed−22% | −2.39 pp | 7 q |
| unresolvedGlobal Eagle Entmt Inc | 2.70% | 5,000,000 | $49M | held | — | 9 q |
| 9M1NMoneygram International Inc | 1.76% | 5,130,000 | $32M | held | — | 5 q |
| unresolvedKeryx Biopharmaceuticals Inc | 1.52% | 5,500,000 | $28M | added+10% | +0.26 pp | 2 q |
| unresolvedClear Channel Outdoor Hldgs | 1.03% | 3,354,390 | $19M | held | — | 11 q |