Abrams Capital Management, L.P.
David Abrams · As of Q4 2013 · filed Feb 13, 2014
| WU WESTERN UNION CO | 23.6% | Held | 17,362,477 | $299.5M |
| SLM SLM CORP | 21.0% | Held | 10,165,910 | $267.2M |
| AIG AMERICAN INTERNATIONAL GROUP | 19.1% | Held | 4,745,040 | $242.2M |
| WAIREUR WESCO AIRCRAFT HOLDINGS INC | 10.0% | Reduced −33.6% | 5,765,539 | $126.4M |
| WFC WELLS FARGO & CO | 9.9% | New | 2,770,000 | $125.8M |
| CST BRANDS INC | 8.7% | Held | 3,000,000 | $110.2M |
| GLOBAL EAGLE ENTMT INC | 3.5% | New | 3,000,000 | $44.6M |
| CLEAR CHANNEL OUTDOOR HLDGS | 2.7% | Held | 3,354,390 | $34.0M |
| JCPEUR J.C. PENNEY CO INC | 0.7% | New | 1,000,000 | $9.2M |
| SANOFI | 0.3% | Reduced −62.6% | 11,658,873 | $4.0M |
| ENGILITY HLDGS INC | 0.3% | Reduced −95.9% | 102,430 | $3.4M |
| 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 |
|---|---|---|
| MANTUSD MANTECH INTERNATIONAL CORP-A | 860,920 | $24.8M |
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.