Abrams Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| WUThe Western Union Company | 19.69% | 21,608,707 | $417M | held | — | 12 q |
| BENFranklin Templeton, Inc. | 14.66% | 7,945,023 | $310M | added+51% | +4.04 pp | 2 q |
| MSFTMicrosoft Corp | 12.99% | 4,980,000 | $275M | held | — | 9 q |
| unresolvedManitowoc Foodservice Inc | 7.84% | 11,255,323 | $166M | new | +7.84 pp | new |
| unresolvedTime Warner Cable Inc | 6.39% | 661,000 | $135M | held | — | 2 q |
| WFCWells Fargo & Co. | 6.33% | 2,770,000 | $134M | held | — | 10 q |
| unresolvedBarnes & Noble Inc | 6.08% | 10,418,774 | $129M | added+40% | +2.55 pp | 9 q |
| unresolvedNorthstar Asset Mgmt Group I | 4.24% | 7,908,145 | $90M | new | +4.24 pp | new |
| BNEDBarnes & Noble Education, Inc | 4.06% | 8,761,948 | $86M | added+7% | −0.41 pp | 3 q |
| INXNInterxion Holding NV | 3.84% | 2,347,788 | $81M | held | — | 7 q |
| unresolvedVimpelcom Ltd-spon ADR | 3.78% | 18,770,950 | $80M | added+3% | +0.52 pp | 5 q |
| OPBOpus Bank | 2.56% | 1,596,395 | $54M | held | — | 8 q |
| unresolvedNorthstar Rlty Fin Corp | 2.03% | 3,279,651 | $43M | new | +2.03 pp | new |
| unresolvedGlobal Eagle Entmt Inc | 2.01% | 5,000,000 | $43M | held | — | 10 q |
| 9M1NMoneygram International Inc | 1.48% | 5,130,000 | $31M | held | — | 6 q |
| unresolvedKeryx Biopharmaceuticals Inc | 1.26% | 5,719,176 | $27M | added+4% | −0.26 pp | 3 q |
| unresolvedClear Channel Outdoor Hldgs | 0.74% | 3,354,390 | $16M | held | — | 12 q |
| unresolvedTicc Capital Corp | 0.01% | 59,105 | $284,000 | new | +0.01 pp | new |
| unresolvedCleco Corp | — | −2,362,366 | — | exited | −6.74 pp | — |
| unresolvedManitowoc Inc | — | −7,225,600 | — | exited | −6.06 pp | — |
