Abrams Capital Management, L.P.
David Abrams · As of Q1 2017 · filed May 12, 2017
| WU WESTERN UNION CO | 16.9% | Held | 21,608,707 | $439.7M |
| BEN FRANKLIN TEMPLETON INC | 12.8% | Held | 7,945,023 | $334.8M |
| MSFT MICROSOFT CORP | 12.6% | Held | 4,980,000 | $328.0M |
| TWXUSD TIME WARNER INC | 11.4% | Held | 3,050,000 | $298.0M |
| WFC WELLS FARGO & CO | 7.1% | Held | 3,342,343 | $186.0M |
| WTW WILLIS TOWERS WATSON PLC | 5.9% | Held | 1,183,287 | $154.9M |
| MFS1EUR WELBILT INC | 5.7% | New | 7,541,066 | $148.0M |
| COLONY NORTHSTAR INC | 5.4% | New | 10,908,145 | $140.8M |
| UHAL U-HAUL HOLDING CO | 3.9% | Added +162.2% | 269,692 | $102.8M |
| BARNES & NOBLE INC | 3.7% | Held | 10,418,775 | $96.4M |
| QUALITY CARE PPTYS INC | 3.6% | Added +12.1% | 5,000,000 | $94.3M |
| BNEDUSD BARNES & NOBLE EDUCATION INC | 3.2% | Held | 8,771,492 | $84.1M |
| VEON LTD | 2.9% | New | 18,770,950 | $76.6M |
| OCH ZIFF CAP MGMT GROUP | 1.9% | Added +17.4% | 22,238,592 | $50.3M |
| KERYX BIOPHARMACEUTICALS INC | 1.4% | Held | 5,719,176 | $35.2M |
| CLEAR CHANNEL OUTDOOR HLDGS | 0.8% | Held | 3,354,390 | $20.3M |
| GLOBAL EAGLE ENTMT INC | 0.7% | Added +17.7% | 5,884,041 | $18.8M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| MANITOWOC FOODSERVICE INC | 11,255,323 | $217.6M |
| NORTHSTAR ASSET MGMT GROUP I | 10,908,145 | $162.8M |
| VIMPELCOM LTD | 18,770,950 | $72.3M |
| 9M1N MONEYGRAM INTERNATIONAL INC | 5,130,000 | $60.6M |
| SYTUSD SYNGENTA AG-ADR | 315,024 | $24.9M |
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.