Abrams Capital Management 13F holdings, Q3 2007
Holdings as of September 30, 2007 · filings on SEC EDGAR · latest filing →
Abrams Capital Management disclosed 12 US equity positions worth $1.7bn in its Q3 2007 13F filing. The largest position was ECHOSTAR COMMUNICATIONS NEW at 13.9% of the reported book, followed by SLM and CROWN CASTLE INTL CORP. Against the Q2 2007 filing, it opened 0 new positions, added to 4 and reduced 0 among the top 12 holdings.
What did Abrams Capital Management own in Q3 2007? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2007 |
|---|---|---|---|---|---|---|---|
| 1 | ECHOSTAR COMMUNICATIONS NEW | 13.9% | $239.7m | 5,120,600 | 0% | held | |
| 2 | SLM SLM CORP | Financial Services | 13.7% | $236.0m | 4,751,900 | 0% | held |
| 3 | CROWN CASTLE INTL CORP | 13.0% | $225.4m | 5,547,153 | 0% | held | |
| 4 | CLEAR CHANNEL COMMUNICATIONS | 11.2% | $193.3m | 5,164,200 | 0% | held | |
| 5 | NVR NVR INC | Consumer Cyclical | 10.6% | $182.7m | 388,550 | 24% | added |
| 6 | MO ALTRIA GROUP INC | Consumer Defensive | 9.5% | $164.3m | 2,362,700 | 24% | added |
| 7 | LIBERTY MEDIA HLDG CORP INT | 7.8% | $134.6m | 7,007,500 | 19% | added | |
| 8 | MHK MOHAWK INDS INC | Consumer Cyclical | 7.7% | $133.3m | 1,639,100 | 6% | added |
| 9 | ARBITRON INC | 5.2% | $90.0m | 1,985,953 | 0% | held | |
| 10 | USA MOBILITY INC | 3.5% | $60.3m | 3,571,997 | 0% | held | |
| 11 | TAL INTL GROUP INC | 2.8% | $47.7m | 1,904,300 | 0% | held | |
| 12 | WINTHROP RLTY TR SH BEN INT | 1.2% | $20.2m | 3,000,000 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.