Abrams Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- held
- held
- new+8.48
- held
Positions
| WUThe Western Union Company | 16.36% | 21,608,707 | $412M | held | — | 17 q |
| BENFranklin Templeton, Inc. | 14.15% | 7,945,023 | $356M | held | — | 7 q |
| TWXTime Warner Inc | 12.17% | 3,050,000 | $306M | held | — | 3 q |
| AABAAltaba Inc. | 8.48% | 3,914,805 | $213M | new | +8.48 pp | new |
| WFCWells Fargo & Co. | 7.36% | 3,342,343 | $185M | held | — | 15 q |
| WTWWillis Towers Watson Public Limited Company | 6.84% | 1,183,287 | $172M | held | — | 3 q |
| UHALU-Haul Holding Company | 5.74% | 394,610 | $144M | added+46% | +1.80 pp | 3 q |
| unresolvedColony Northstar Inc | 5.28% | 9,419,457 | $133M | trimmed−14% | −0.12 pp | 2 q |
| MFSWelbilt Inc | 4.47% | 5,967,907 | $112M | trimmed−21% | −1.20 pp | 2 q |
| BNEDBarnes & Noble Education, Inc | 3.71% | 8,771,492 | $93M | held | — | 8 q |
| unresolvedQuality Care Pptys Inc | 3.64% | 5,000,000 | $92M | held | — | 3 q |
| CARSCars.com Inc. | 2.65% | 2,500,000 | $67M | new | +2.65 pp | new |
| unresolvedOch Ziff Cap Mgmt Group | 2.26% | 22,238,592 | $57M | held | — | 5 q |
| unresolvedVeon Ltd | 2.18% | 14,055,481 | $55M | trimmed−25% | −0.76 pp | 2 q |
| unresolvedKeryx Biopharmaceuticals Inc | 1.64% | 5,719,176 | $41M | held | — | 8 q |
| unresolvedBarnes & Noble Inc | 1.06% | 3,508,735 | $27M | trimmed−66% | −2.63 pp | 14 q |
| unresolvedGlobal Eagle Entmt Inc | 0.99% | 7,000,000 | $25M | added+19% | +0.27 pp | 15 q |
| unresolvedClear Channel Outdoor Hldgs | 0.65% | 3,354,390 | $16M | held | — | 17 q |
| SPHSuburban Propane Partners L P | 0.37% | 388,969 | $9M | new | +0.37 pp | new |
| MSFTMicrosoft Corp | — | −4,980,000 | — | exited | −12.57 pp | — |
