Abrams Capital Management, L.P.
David Abrams · As of Q3 2015 · filed Nov 13, 2015
| WU WESTERN UNION CO | 28.4% | Held | 21,608,707 | $396.7M |
| MSFT MICROSOFT CORP | 15.8% | Held | 4,980,000 | $220.4M |
| WFC WELLS FARGO & CO | 10.2% | Held | 2,770,000 | $142.2M |
| BNEDUSD BARNES & NOBLE EDUCATION INC | 6.5% | New | 7,145,303 | $90.8M |
| BARNES & NOBLE INC | 6.0% | Added +35.2% | 6,918,774 | $83.8M |
| OPBUSD OPUS BANK | 5.6% | Reduced −9.6% | 2,052,080 | $78.5M |
| MANITOWOC INC | 5.4% | New | 5,010,699 | $75.2M |
| CLECO CORP NEW | 4.6% | New | 1,200,000 | $63.9M |
| INXNEUR INTERXION HOLDING NV | 4.6% | Held | 2,347,788 | $63.6M |
| GLOBAL EAGLE ENTMT INC | 4.1% | Held | 5,000,000 | $57.4M |
| VIMPELCOM LTD | 3.0% | Added +103.9% | 10,200,000 | $42.0M |
| 9M1N MONEYGRAM INTERNATIONAL INC | 2.9% | Held | 5,130,000 | $41.1M |
| CLEAR CHANNEL OUTDOOR HLDGS | 1.7% | Held | 3,354,390 | $23.9M |
| KERYX BIOPHARMACEUTICALS INC | 1.3% | New | 5,000,000 | $17.6M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| DIRECTV | 1,714,262 | $159.1M |
| WEN WENDY'S CO | 4,250,000 | $47.9M |
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.