Abrams Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| WUThe Western Union Company | 16.85% | 21,608,707 | $440M | held | — | 16 q |
| BENFranklin Templeton, Inc. | 12.83% | 7,945,023 | $335M | held | — | 6 q |
| MSFTMicrosoft Corp | 12.57% | 4,980,000 | $328M | held | — | 13 q |
| TWXTime Warner Inc | 11.42% | 3,050,000 | $298M | held | — | 2 q |
| WFCWells Fargo & Co. | 7.13% | 3,342,343 | $186M | held | — | 14 q |
| WTWWillis Towers Watson Public Limited Company | 5.94% | 1,183,287 | $155M | held | — | 2 q |
| MFSWelbilt Inc | 5.67% | 7,541,066 | $148M | new | +5.67 pp | new |
| unresolvedColony Northstar Inc | 5.40% | 10,908,145 | $141M | new | +5.40 pp | new |
| UHALU-Haul Holding Company | 3.94% | 269,692 | $103M | added×2.6 | +2.54 pp | 2 q |
| unresolvedBarnes & Noble Inc | 3.69% | 10,418,775 | $96M | held | — | 13 q |
| unresolvedQuality Care Pptys Inc | 3.61% | 5,000,000 | $94M | added+12% | +1.07 pp | 2 q |
| BNEDBarnes & Noble Education, Inc | 3.22% | 8,771,492 | $84M | held | — | 7 q |
| unresolvedVeon Ltd | 2.94% | 18,770,950 | $77M | new | +2.94 pp | new |
| unresolvedOch Ziff Cap Mgmt Group | 1.93% | 22,238,592 | $50M | added+17% | −0.37 pp | 4 q |
| unresolvedKeryx Biopharmaceuticals Inc | 1.35% | 5,719,176 | $35M | held | — | 7 q |
| unresolvedClear Channel Outdoor Hldgs | 0.78% | 3,354,390 | $20M | held | — | 16 q |
| unresolvedGlobal Eagle Entmt Inc | 0.72% | 5,884,041 | $19M | added+18% | −0.47 pp | 14 q |
| unresolvedManitowoc Foodservice Inc | — | −11,255,323 | — | exited | −7.99 pp | — |
| unresolvedNorthstar Asset Mgmt Group I | — | −10,908,145 | — | exited | −5.97 pp | — |
| unresolvedVimpelcom Ltd-spon ADR | — | −18,770,950 | — | exited | −2.65 pp | — |
| 9M1NMoneygram International Inc | — | −5,130,000 | — | exited | −2.22 pp | — |
| SYTSyngenta Ag-adr | — | −315,024 | — | exited | −0.91 pp | — |
