Abrams Capital Management, L.P.
David Abrams · As of Q4 2014 · filed Feb 13, 2015
| WU WESTERN UNION CO | 20.0% | Held | 21,608,707 | $387.0M |
| COVIDIEN PLC | 15.6% | Added +12.6% | 2,950,000 | $301.7M |
| AIG AMERICAN INTERNATIONAL GROUP | 13.9% | Held | 4,801,276 | $268.9M |
| MSFT MICROSOFT CORP | 12.0% | Held | 4,980,000 | $231.3M |
| WFC WELLS FARGO & CO | 7.9% | Held | 2,770,000 | $151.9M |
| CST BRANDS INC | 6.0% | Reduced −28.7% | 2,666,680 | $116.3M |
| BARNES & NOBLE INC | 4.9% | Held | 4,114,389 | $95.5M |
| GLOBAL EAGLE ENTMT INC | 3.5% | Held | 5,000,000 | $68.0M |
| OPBUSD OPUS BANK | 3.3% | Held | 2,270,265 | $64.4M |
| INXNEUR INTERXION HOLDING NV | 3.3% | Added +186.2% | 2,347,788 | $64.2M |
| DIRECTV | 3.1% | New | 700,000 | $60.7M |
| RYAM RAYONIER ADVANCED MATERIALS | 2.8% | Reduced −2.8% | 2,430,800 | $54.2M |
| CLEAR CHANNEL OUTDOOR HLDGS | 1.8% | Held | 3,354,390 | $35.5M |
| 9M1N MONEYGRAM INTERNATIONAL INC | 1.1% | New | 2,313,090 | $21.0M |
| JCPEUR J.C. PENNEY CO INC | 0.5% | Held | 1,500,000 | $9.7M |
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.