Abrams Capital Management, L.P.
David Abrams · As of Q3 2013 · filed Nov 13, 2013
| WU WESTERN UNION CO | 25.4% | Held | 17,362,477 | $324.0M |
| SLM SLM CORP | 19.8% | Reduced −33.3% | 10,165,910 | $253.1M |
| AIG AMERICAN INTERNATIONAL GROUP | 18.1% | Held | 4,745,040 | $230.8M |
| WAIREUR WESCO AIRCRAFT HOLDINGS INC | 14.2% | Reduced −3.8% | 8,684,212 | $181.8M |
| CST BRANDS INC | 7.0% | Added +50.0% | 3,000,000 | $89.4M |
| ENGILITY HLDGS INC | 6.3% | Reduced −5.2% | 2,527,478 | $80.2M |
| SANOFI | 4.9% | Reduced −0.3% | 31,179,637 | $63.0M |
| CLEAR CHANNEL OUTDOOR HLDGS | 2.2% | Held | 3,354,390 | $27.5M |
| MANTUSD MANTECH INTERNATIONAL CORP-A | 1.9% | Reduced −51.3% | 860,920 | $24.8M |
| RBS 6.125 PERP R ROYAL BK SCOTLND GRP PLC | 0.2% | Held | 115,305 | $2.3M |
| RBS 6.25 PERP P ROYAL BK SCOTLND GRP PLC | 0.1% | Held | 57,380 | $1.2M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| DELL INC | 15,000,000 | $199.9M |
| TEVA TEVA PHARMACEUTICAL-SP ADR | 2,561,269 | $100.4M |
| AIZ ASSURANT INC | 1,500,000 | $76.4M |
| BMC SOFTWARE INC | 1,230,000 | $55.5M |
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.