Abrams Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- held
- added+0.74
- held
- held
Positions
| WUThe Western Union Company | 13.03% | 21,608,707 | $416M | held | — | 20 q |
| TEVATeva Pharmaceutical Industries Limited | 10.58% | 19,743,123 | $337M | held | — | 3 q |
| TWXTime Warner Inc | 9.92% | 3,346,103 | $316M | added+12% | +0.74 pp | 2 q |
| AABAAltaba Inc. | 9.09% | 3,914,805 | $290M | held | — | 4 q |
| BENFranklin Templeton, Inc. | 8.64% | 7,945,023 | $276M | held | — | 10 q |
| unresolvedAetna Inc New | 7.31% | 1,380,000 | $233M | new | +7.31 pp | new |
| ORLYO'Reilly Automotive, Inc. | 6.85% | 883,194 | $218M | held | — | 3 q |
| WTWWillis Towers Watson Public Limited Company | 5.65% | 1,183,287 | $180M | held | — | 6 q |
| PCGPG&E Corporation | 5.39% | 3,911,357 | $172M | added+20% | +0.48 pp | 2 q |
| UHALU-Haul Holding Company | 5.32% | 492,044 | $170M | added+25% | +0.30 pp | 6 q |
| unresolvedQuality Care Pptys Inc | 4.26% | 7,000,000 | $136M | added+38% | +1.90 pp | 6 q |
| KMIKinder Morgan, Inc. | 4.00% | 8,472,622 | $128M | new | +4.00 pp | new |
| ABGAsbury Automotive Group, Inc. | 2.30% | 1,085,091 | $73M | held | — | 3 q |
| unresolvedOch Ziff Cap Mgmt Group | 1.86% | 22,238,592 | $59M | held | — | 8 q |
| SPHSuburban Propane Partners L P | 1.37% | 1,988,346 | $44M | added+32% | +0.14 pp | 4 q |
| BNEDBarnes & Noble Education, Inc | 1.32% | 6,113,875 | $42M | trimmed−7% | −0.49 pp | 11 q |
| unresolvedKeryx Biopharmaceuticals Inc | 1.25% | 9,719,176 | $40M | held | — | 11 q |
| GPIGroup 1 Automotive, Inc. | 1.03% | 500,471 | $33M | added+100% | +0.43 pp | 3 q |
| unresolvedClear Channel Outdoor Hldgs | 0.52% | 3,354,390 | $16M | held | — | 20 q |
| unresolvedGlobal Eagle Entmt Inc | 0.32% | 7,000,000 | $10M | held | — | 18 q |
| WFCWells Fargo & Co. | — | −2,863,662 | — | exited | −5.85 pp | — |
| unresolvedColony Northstar Inc | — | −4,888,139 | — | exited | −1.88 pp | — |
