Abrams Capital Management, L.P.
David Abrams · As of Q2 2017 · filed Aug 11, 2017
| WU WESTERN UNION CO | 16.4% | Held | 21,608,707 | $411.6M |
| BEN FRANKLIN TEMPLETON INC | 14.1% | Held | 7,945,023 | $355.9M |
| TWXUSD TIME WARNER INC | 12.2% | Held | 3,050,000 | $306.3M |
| AABAUSD ALTABA INC | 8.5% | New | 3,914,805 | $213.3M |
| WFC WELLS FARGO & CO | 7.4% | Held | 3,342,343 | $185.2M |
| WTW WILLIS TOWERS WATSON PLC | 6.8% | Held | 1,183,287 | $172.1M |
| UHAL U-HAUL HOLDING CO | 5.7% | Added +46.3% | 394,610 | $144.5M |
| COLONY NORTHSTAR INC | 5.3% | Reduced −13.6% | 9,419,457 | $132.7M |
| MFS1EUR WELBILT INC | 4.5% | Reduced −20.9% | 5,967,907 | $112.5M |
| BNEDUSD BARNES & NOBLE EDUCATION INC | 3.7% | Held | 8,771,492 | $93.2M |
| QUALITY CARE PPTYS INC | 3.6% | Held | 5,000,000 | $91.5M |
| CARS CARS.COM INC | 2.6% | New | 2,500,000 | $66.6M |
| OCH ZIFF CAP MGMT GROUP | 2.3% | Held | 22,238,592 | $56.9M |
| VEON LTD | 2.2% | Reduced −25.1% | 14,055,481 | $55.0M |
| KERYX BIOPHARMACEUTICALS INC | 1.6% | Held | 5,719,176 | $41.4M |
| BARNES & NOBLE INC | 1.1% | Reduced −66.3% | 3,508,735 | $26.7M |
| GLOBAL EAGLE ENTMT INC | 1.0% | Added +19.0% | 7,000,000 | $24.9M |
| CLEAR CHANNEL OUTDOOR HLDGS | 0.6% | Held | 3,354,390 | $16.3M |
| SPH SUBURBAN PROPANE PARTNERS LP | 0.4% | New | 388,969 | $9.3M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| MSFT MICROSOFT CORP | 4,980,000 | $328.0M |
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.