Abrams Capital Management, L.P.
David Abrams · As of Q1 2014 · filed May 14, 2014
| WU WESTERN UNION CO | 22.5% | Held | 17,362,477 | $284.1M |
| AIG AMERICAN INTERNATIONAL GROUP | 18.8% | Held | 4,745,040 | $237.3M |
| SLM SLM CORP | 15.9% | Reduced −19.3% | 8,200,487 | $200.7M |
| MSFT MICROSOFT CORP | 11.1% | New | 3,420,000 | $140.2M |
| WFC WELLS FARGO & CO | 10.9% | Held | 2,770,000 | $137.8M |
| CST BRANDS INC | 7.4% | Held | 3,000,000 | $93.7M |
| GLOBAL EAGLE ENTMT INC | 3.7% | Held | 3,000,000 | $47.3M |
| BARNES & NOBLE INC | 3.5% | New | 2,115,229 | $44.2M |
| WAIREUR WESCO AIRCRAFT HOLDINGS INC | 2.5% | Reduced −75.5% | 1,410,141 | $31.0M |
| CLEAR CHANNEL OUTDOOR HLDGS | 2.4% | Held | 3,354,390 | $30.6M |
| JCPEUR J.C. PENNEY CO INC | 1.0% | Added +50.0% | 1,500,000 | $12.9M |
| RBS 6.125 PERP R ROYAL BK SCOTLND GRP PLC | 0.2% | Held | 115,305 | $2.5M |
| RBS 6.25 PERP P ROYAL BK SCOTLND GRP PLC | 0.1% | Held | 57,380 | $1.3M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| SANOFI | 11,658,873 | $4.0M |
| ENGILITY HLDGS INC | 102,430 | $3.4M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.