Abrams Capital Management, L.P.
David Abrams · As of Q1 2015 · filed May 14, 2015
| WU WESTERN UNION CO | 33.4% | Held | 21,608,707 | $449.7M |
| MSFT MICROSOFT CORP | 15.1% | Held | 4,980,000 | $202.5M |
| WFC WELLS FARGO & CO | 11.2% | Held | 2,770,000 | $150.7M |
| DIRECTV | 8.9% | Added +100.0% | 1,400,000 | $119.1M |
| BARNES & NOBLE INC | 7.3% | Held | 4,114,389 | $97.7M |
| OPBUSD OPUS BANK | 5.2% | Held | 2,270,265 | $70.1M |
| GLOBAL EAGLE ENTMT INC | 4.9% | Held | 5,000,000 | $66.5M |
| INXNEUR INTERXION HOLDING NV | 4.9% | Held | 2,347,788 | $66.2M |
| 9M1N MONEYGRAM INTERNATIONAL INC | 2.8% | Added +89.2% | 4,375,590 | $37.8M |
| CST BRANDS INC | 2.6% | Reduced −70.2% | 794,686 | $34.8M |
| CLEAR CHANNEL OUTDOOR HLDGS | 2.5% | Held | 3,354,390 | $33.9M |
| VIMPELCOM LTD | 1.2% | New | 2,959,958 | $15.5M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| COVIDIEN PLC | 2,950,000 | $301.7M |
| AIG AMERICAN INTERNATIONAL GROUP | 4,801,276 | $268.9M |
| RYAM RAYONIER ADVANCED MATERIALS | 2,430,800 | $54.2M |
| JCPEUR J.C. PENNEY CO INC | 1,500,000 | $9.7M |
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.