Abrams Capital Management, L.P.
David Abrams · As of Q2 2014 · filed Aug 13, 2014
| WU WESTERN UNION CO | 26.2% | Added +23.4% | 21,427,477 | $371.6M |
| AIG AMERICAN INTERNATIONAL GROUP | 18.3% | Held | 4,745,040 | $259.0M |
| WFC WELLS FARGO & CO | 10.3% | Held | 2,770,000 | $145.6M |
| MSFT MICROSOFT CORP | 10.1% | Held | 3,420,000 | $142.6M |
| CST BRANDS INC | 7.3% | Held | 3,000,000 | $103.5M |
| BARNES & NOBLE INC | 6.6% | Added +94.5% | 4,114,389 | $93.8M |
| NAVI NAVIENT CORP | 6.5% | New | 5,170,518 | $91.6M |
| OPBUSD OPUS BANK | 4.4% | New | 2,270,265 | $62.1M |
| GLOBAL EAGLE ENTMT INC | 3.8% | Added +44.8% | 4,342,536 | $53.8M |
| RYN RAYONIER INC | 2.3% | New | 920,710 | $32.7M |
| CLEAR CHANNEL OUTDOOR HLDGS | 1.9% | Held | 3,354,390 | $27.4M |
| GENTIVA HEALTH SERVICES INC | 1.0% | New | 975,170 | $14.7M |
| JCPEUR J.C. PENNEY CO INC | 1.0% | Held | 1,500,000 | $13.6M |
| RBS 6.125 PERP R ROYAL BK SCOTLND GRP PLC | 0.2% | Held | 115,305 | $2.7M |
| RBS 6.25 PERP P ROYAL BK SCOTLND GRP PLC | 0.1% | Held | 57,380 | $1.4M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| SLM SLM CORP | 8,200,487 | $200.7M |
| WAIREUR WESCO AIRCRAFT HOLDINGS INC | 1,410,141 | $31.0M |
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.