Abrams Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| WUThe Western Union Company | 16.19% | 21,608,707 | $415M | held | — | 18 q |
| TEVATeva Pharmaceutical Industries Limited | 14.85% | 21,623,886 | $381M | new | +14.85 pp | new |
| BENFranklin Templeton, Inc. | 13.80% | 7,945,023 | $354M | held | — | 8 q |
| AABAAltaba Inc. | 10.12% | 3,914,805 | $259M | held | — | 2 q |
| WFCWells Fargo & Co. | 7.19% | 3,342,343 | $184M | held | — | 16 q |
| ORLYO'Reilly Automotive, Inc. | 7.18% | 854,000 | $184M | new | +7.18 pp | new |
| WTWWillis Towers Watson Public Limited Company | 7.12% | 1,183,287 | $182M | held | — | 4 q |
| UHALU-Haul Holding Company | 5.77% | 394,610 | $148M | held | — | 4 q |
| unresolvedQuality Care Pptys Inc | 3.02% | 5,000,000 | $78M | held | — | 4 q |
| unresolvedOch Ziff Cap Mgmt Group | 2.80% | 22,238,592 | $72M | held | — | 6 q |
| unresolvedColony Northstar Inc | 2.79% | 5,690,610 | $71M | trimmed−40% | −2.49 pp | 3 q |
| ABGAsbury Automotive Group, Inc. | 2.38% | 1,000,000 | $61M | new | +2.38 pp | new |
| BNEDBarnes & Noble Education, Inc | 2.23% | 8,771,492 | $57M | held | — | 9 q |
| unresolvedKeryx Biopharmaceuticals Inc | 1.58% | 5,719,176 | $41M | held | — | 9 q |
| unresolvedGlobal Eagle Entmt Inc | 0.93% | 7,000,000 | $24M | held | — | 16 q |
| GPIGroup 1 Automotive, Inc. | 0.71% | 250,471 | $18M | new | +0.71 pp | new |
| SPHSuburban Propane Partners L P | 0.69% | 682,414 | $18M | added+75% | +0.32 pp | 2 q |
| unresolvedClear Channel Outdoor Hldgs | 0.61% | 3,354,390 | $16M | held | — | 18 q |
| TWXTime Warner Inc | — | −3,050,000 | — | exited | −12.17 pp | — |
| MFSWelbilt Inc | — | −5,967,907 | — | exited | −4.47 pp | — |
| CARSCars.com Inc. | — | −2,500,000 | — | exited | −2.65 pp | — |
| unresolvedVeon Ltd | — | −14,055,481 | — | exited | −2.18 pp | — |
| unresolvedBarnes & Noble Inc | — | −3,508,735 | — | exited | −1.06 pp | — |
