Abrams Capital Management, L.P.
David Abrams · As of Q4 2016 · filed Feb 10, 2017
| WU WESTERN UNION CO | 17.2% | Held | 21,608,707 | $469.3M |
| BEN FRANKLIN TEMPLETON INC | 11.5% | Held | 7,945,023 | $314.5M |
| MSFT MICROSOFT CORP | 11.4% | Held | 4,980,000 | $309.5M |
| TWXUSD TIME WARNER INC | 10.8% | New | 3,050,000 | $294.4M |
| MANITOWOC FOODSERVICE INC | 8.0% | Held | 11,255,323 | $217.6M |
| WFC WELLS FARGO & CO | 6.8% | Added +20.7% | 3,342,343 | $184.2M |
| NORTHSTAR ASSET MGMT GROUP I | 6.0% | Held | 10,908,145 | $162.8M |
| WTW WILLIS TOWERS WATSON PLC | 5.3% | New | 1,183,287 | $144.7M |
| BARNES & NOBLE INC | 4.3% | Held | 10,418,775 | $116.2M |
| BNEDUSD BARNES & NOBLE EDUCATION INC | 3.7% | Held | 8,771,492 | $100.6M |
| VIMPELCOM LTD | 2.7% | Held | 18,770,950 | $72.3M |
| QUALITY CARE PPTYS INC | 2.5% | New | 4,459,185 | $69.1M |
| OCH ZIFF CAP MGMT GROUP | 2.3% | Added +11.2% | 18,949,992 | $62.7M |
| 9M1N MONEYGRAM INTERNATIONAL INC | 2.2% | Held | 5,130,000 | $60.6M |
| UHAL U-HAUL HOLDING CO | 1.4% | New | 102,860 | $38.0M |
| KERYX BIOPHARMACEUTICALS INC | 1.2% | Held | 5,719,176 | $33.5M |
| GLOBAL EAGLE ENTMT INC | 1.2% | Held | 5,000,000 | $32.3M |
| SYTUSD SYNGENTA AG-ADR | 0.9% | New | 315,024 | $24.9M |
| CLEAR CHANNEL OUTDOOR HLDGS | 0.6% | Held | 3,354,390 | $16.9M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| NORTHSTAR RLTY FIN CORP | 3,279,651 | $43.2M |
| OPBUSD OPUS BANK | 1,052,433 | $37.2M |
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.