Abrams Capital Management, L.P.
David Abrams · As of Q3 2017 · filed Nov 14, 2017
| WU WESTERN UNION CO | 16.2% | Held | 21,608,707 | $414.9M |
| TEVA TEVA PHARMACEUTICAL-SP ADR | 14.9% | New | 21,623,886 | $380.6M |
| BEN FRANKLIN TEMPLETON INC | 13.8% | Held | 7,945,023 | $353.6M |
| AABAUSD ALTABA INC | 10.1% | Held | 3,914,805 | $259.3M |
| WFC WELLS FARGO & CO | 7.2% | Held | 3,342,343 | $184.3M |
| ORLY O'REILLY AUTOMOTIVE INC | 7.2% | New | 854,000 | $183.9M |
| WTW WILLIS TOWERS WATSON PLC | 7.1% | Held | 1,183,287 | $182.5M |
| UHAL U-HAUL HOLDING CO | 5.8% | Held | 394,610 | $147.9M |
| QUALITY CARE PPTYS INC | 3.0% | Held | 5,000,000 | $77.5M |
| OCH ZIFF CAP MGMT GROUP | 2.8% | Held | 22,238,592 | $71.6M |
| COLONY NORTHSTAR INC | 2.8% | Reduced −39.6% | 5,690,610 | $71.5M |
| ABG ASBURY AUTOMOTIVE GROUP | 2.4% | New | 1,000,000 | $61.1M |
| BNEDUSD BARNES & NOBLE EDUCATION INC | 2.2% | Held | 8,771,492 | $57.1M |
| KERYX BIOPHARMACEUTICALS INC | 1.6% | Held | 5,719,176 | $40.6M |
| GLOBAL EAGLE ENTMT INC | 0.9% | Held | 7,000,000 | $23.9M |
| GPI GROUP 1 AUTOMOTIVE INC | 0.7% | New | 250,471 | $18.1M |
| SPH SUBURBAN PROPANE PARTNERS LP | 0.7% | Added +75.4% | 682,414 | $17.8M |
| CLEAR CHANNEL OUTDOOR HLDGS | 0.6% | Held | 3,354,390 | $15.6M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| TWXUSD TIME WARNER INC | 3,050,000 | $306.3M |
| MFS1EUR WELBILT INC | 5,967,907 | $112.5M |
| CARS CARS.COM INC | 2,500,000 | $66.6M |
| VEON LTD | 14,055,481 | $55.0M |
| BARNES & NOBLE INC | 3,508,735 | $26.7M |
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.