Abrams Capital Management, L.p. — Q4 2014 13F Holdings

Name: Abrams Capital Management, L.p. — 13F Holdings, Q4 2014
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001358706

Total reported value

$4.6B

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	WU	Western Union Co	Stock-Financials	20.05%	—	—
2	✓		Stock-Other	15.63%	—	+12.60%
3	AIG	American International Group	Stock-Financials	13.93%	—	—
4	MSFT	Microsoft CORP	Stock-Tech	11.98%	—	—
5	WFC	Wells Fargo & Co	Stock-Financials	7.87%	—	—
6	✓	Cst Brands INC	Stock-Other	6.02%	—	-28.70%
7	BNED	Barnes & Noble Education, Inc.	Stock-Other	4.95%	—	—
8	✓	Global Eagle Acquisition Cor	Stock-Other	3.53%	—	—
9	OPBUSD	Opus Bank	Stock-Other	3.34%	—	—
10	✓		Stock-Other	3.33%	—	+186.22%
11	✓	Directv	Stock-Other	3.14%	—	—
12	RYAM	Rayonier Advanced Materials	Stock-Other	2.81%	—	-2.77%
13	CCO	Clear Channel Outdoor Holdings, Inc.	Stock-Other	1.84%	—	—
14	MGIEUR	Moneygram International INC	Stock-Other	1.09%	—	—
15	JCPCHF	Old Copper Co INC	Stock-Other	0.50%	—	—

Position changes disclosed by Abrams Capital Management, L.p. for the quarter ending Q4 2014, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	✓		+2.2%	+12.60%	Add
2	✓		+2%	+186.22%	Add
3	CCO	Clear Channel Outdoor Holdings, Inc.	+0.5%	—	Unchanged
4	✓	Global Eagle Acquisition Cor	+0.2%	—	Unchanged
5	BNED	Barnes & Noble Education, Inc.	+0.2%	—	Unchanged
6	JCPCHF	Old Copper Co INC	-0.4%	—	Unchanged
7	WU	Western Union Co	-0.5%	—	Unchanged
8	WFC	Wells Fargo & Co	-0.6%	—	Unchanged
9	OPBUSD	Opus Bank	-0.7%	—	Unchanged
10	AIG	American International Group	-1.4%	—	Unchanged
11	MSFT	Microsoft CORP	-1.7%	—	Unchanged
12	✓	Cst Brands INC	-1.9%	-28.70%	Trim
13	RYAM	Rayonier Advanced Materials	-2.1%	-2.77%	Trim
14	✓	Directv	—	NEW	New buy
15	MGIEUR	Moneygram International INC	—	NEW	New buy