Abrams Capital Management, L.P.
David Abrams · As of Q2 2015 · filed Aug 13, 2015
| WU WESTERN UNION CO | 29.8% | Held | 21,608,707 | $439.3M |
| MSFT MICROSOFT CORP | 14.9% | Held | 4,980,000 | $219.9M |
| DIRECTV | 10.8% | Added +22.4% | 1,714,262 | $159.1M |
| WFC WELLS FARGO & CO | 10.6% | Held | 2,770,000 | $155.8M |
| BARNES & NOBLE INC | 9.0% | Added +24.4% | 5,117,997 | $132.9M |
| OPBUSD OPUS BANK | 5.6% | Held | 2,270,265 | $82.1M |
| GLOBAL EAGLE ENTMT INC | 4.4% | Held | 5,000,000 | $65.1M |
| INXNEUR INTERXION HOLDING NV | 4.4% | Held | 2,347,788 | $64.9M |
| WEN WENDY'S CO | 3.3% | New | 4,250,000 | $47.9M |
| 9M1N MONEYGRAM INTERNATIONAL INC | 3.2% | Added +17.2% | 5,130,000 | $47.1M |
| CLEAR CHANNEL OUTDOOR HLDGS | 2.3% | Held | 3,354,390 | $34.0M |
| VIMPELCOM LTD | 1.7% | Added +69.0% | 5,001,418 | $24.9M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CST BRANDS INC | 794,686 | $34.8M |
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.