Abrams Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| WUThe Western Union Company | 17.23% | 21,608,707 | $469M | held | — | 15 q |
| BENFranklin Templeton, Inc. | 11.54% | 7,945,023 | $314M | held | — | 5 q |
| MSFTMicrosoft Corp | 11.36% | 4,980,000 | $309M | held | — | 12 q |
| TWXTime Warner Inc | 10.81% | 3,050,000 | $294M | new | +10.81 pp | new |
| unresolvedManitowoc Foodservice Inc | 7.99% | 11,255,323 | $218M | held | — | 4 q |
| WFCWells Fargo & Co. | 6.76% | 3,342,343 | $184M | added+21% | +0.67 pp | 13 q |
| unresolvedNorthstar Asset Mgmt Group I | 5.97% | 10,908,145 | $163M | held | — | 4 q |
| WTWWillis Towers Watson Public Limited Company | 5.31% | 1,183,287 | $145M | new | +5.31 pp | new |
| unresolvedBarnes & Noble Inc | 4.26% | 10,418,775 | $116M | held | — | 12 q |
| BNEDBarnes & Noble Education, Inc | 3.69% | 8,771,492 | $101M | held | — | 6 q |
| unresolvedVimpelcom Ltd-spon ADR | 2.65% | 18,770,950 | $72M | held | — | 8 q |
| unresolvedQuality Care Pptys Inc | 2.54% | 4,459,185 | $69M | new | +2.54 pp | new |
| unresolvedOch Ziff Cap Mgmt Group | 2.30% | 18,949,992 | $63M | added+11% | −1.37 pp | 3 q |
| 9M1NMoneygram International Inc | 2.22% | 5,130,000 | $61M | held | — | 9 q |
| UHALU-Haul Holding Company | 1.40% | 102,860 | $38M | new | +1.40 pp | new |
| unresolvedKeryx Biopharmaceuticals Inc | 1.23% | 5,719,176 | $34M | held | — | 6 q |
| unresolvedGlobal Eagle Entmt Inc | 1.19% | 5,000,000 | $32M | held | — | 13 q |
| SYTSyngenta Ag-adr | 0.91% | 315,024 | $25M | new | +0.91 pp | new |
| unresolvedClear Channel Outdoor Hldgs | 0.62% | 3,354,390 | $17M | held | — | 15 q |
| unresolvedNorthstar Rlty Fin Corp | — | −3,279,651 | — | exited | −2.14 pp | — |
| OPBOpus Bank | — | −1,052,433 | — | exited | −1.85 pp | — |
