Abrams Capital Management, L.P.
David Abrams · As of Q4 2017 · filed Feb 13, 2018
| WU WESTERN UNION CO | 13.8% | Held | 21,608,707 | $410.8M |
| TEVA TEVA PHARMACEUTICAL-SP ADR | 12.6% | Reduced −8.7% | 19,743,123 | $374.1M |
| BEN FRANKLIN TEMPLETON INC | 11.6% | Held | 7,945,023 | $344.3M |
| AABAUSD ALTABA INC | 9.2% | Held | 3,914,805 | $273.4M |
| TWXUSD TIME WARNER INC | 9.2% | New | 2,980,642 | $272.6M |
| ORLY O'REILLY AUTOMOTIVE INC | 7.2% | Added +3.4% | 883,194 | $212.4M |
| WTW WILLIS TOWERS WATSON PLC | 6.0% | Held | 1,183,287 | $178.3M |
| WFC WELLS FARGO & CO | 5.8% | Reduced −14.3% | 2,863,662 | $173.7M |
| UHAL U-HAUL HOLDING CO | 5.0% | Held | 394,610 | $149.1M |
| PCG P G & E CORP | 4.9% | New | 3,250,000 | $145.7M |
| QUALITY CARE PPTYS INC | 2.4% | Added +1.6% | 5,077,545 | $70.1M |
| ABG ASBURY AUTOMOTIVE GROUP | 2.3% | Added +8.5% | 1,085,091 | $69.4M |
| COLONY NORTHSTAR INC | 1.9% | Reduced −14.1% | 4,888,139 | $55.8M |
| OCH ZIFF CAP MGMT GROUP | 1.9% | Held | 22,238,592 | $55.6M |
| BNEDUSD BARNES & NOBLE EDUCATION INC | 1.8% | Reduced −25.4% | 6,539,708 | $53.9M |
| KERYX BIOPHARMACEUTICALS INC | 1.5% | Added +69.9% | 9,719,176 | $45.2M |
| SPH SUBURBAN PROPANE PARTNERS LP | 1.2% | Added +120.9% | 1,507,540 | $36.5M |
| GPI GROUP 1 AUTOMOTIVE INC | 0.6% | Held | 250,471 | $17.8M |
| GLOBAL EAGLE ENTMT INC | 0.5% | Held | 7,000,000 | $16.0M |
| CLEAR CHANNEL OUTDOOR HLDGS | 0.5% | Held | 3,354,390 | $15.4M |
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.