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Investors/ Abrams Capital Management, L.P./ Q2 2013

Abrams Capital Management, L.P.

David Abrams · As of Q2 2013 · filed Aug 13, 2013

SLM SLM CORP
20.2%
— 15,248,864 $348.6M
WU WESTERN UNION CO
17.2%
— 17,362,477 $297.1M
AIG AMERICAN INTERNATIONAL GROUP
12.3%
— 4,745,040 $212.1M
DELL INC
11.6%
— 15,000,000 $199.9M
WAIREUR WESCO AIRCRAFT HOLDINGS INC
9.7%
— 9,025,335 $167.6M
TEVA TEVA PHARMACEUTICAL-SP ADR
5.8%
— 2,561,269 $100.4M
AIZ ASSURANT INC
4.4%
— 1,500,000 $76.4M
ENGILITY HLDGS INC
4.4%
— 2,666,439 $75.8M
CST BRANDS INC
3.6%
— 2,000,000 $61.6M
SANOFI
3.4%
— 31,269,087 $59.4M
BMC SOFTWARE INC
3.2%
— 1,230,000 $55.5M
MANTUSD MANTECH INTERNATIONAL CORP-A
2.7%
— 1,767,330 $46.2M
CLEAR CHANNEL OUTDOOR HLDGS
1.4%
— 3,354,390 $25.0M
RBS 6.125 PERP R ROYAL BK SCOTLND GRP PLC
0.1%
— 115,305 $2.4M
RBS 6.25 PERP P ROYAL BK SCOTLND GRP PLC
0.1%
— 57,380 $1.2M

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.