Abrams Capital Management 13F holdings, Q4 2007
Holdings as of December 31, 2007 · filings on SEC EDGAR · latest filing →
Abrams Capital Management disclosed 15 US equity positions worth $1.8bn in its Q4 2007 13F filing. The largest position was CROWN CASTLE INTL CORP at 12.9% of the reported book, followed by MO and NVR. Against the Q3 2007 filing, it opened 3 new positions, added to 7 and reduced 2 among the top 15 holdings.
What did Abrams Capital Management own in Q4 2007? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2007 |
|---|---|---|---|---|---|---|---|
| 1 | CROWN CASTLE INTL CORP | 12.9% | $230.8m | 5,547,153 | 0% | held | |
| 2 | MO ALTRIA GROUP INC | Consumer Defensive | 12.3% | $220.1m | 2,911,700 | 23% | added |
| 3 | NVR NVR INC | Consumer Cyclical | 11.4% | $203.6m | 388,550 | 0% | held |
| 4 | ECHOSTAR COMMUNICATIONS NEW | 9.6% | $171.1m | 4,535,300 | -11% | reduced | |
| 5 | CLEAR CHANNEL COMMUNICATIONS | 9.2% | $163.5m | 4,737,316 | -8% | reduced | |
| 6 | ARBITRON INC | 8.9% | $159.4m | 3,835,000 | 93% | added | |
| 7 | MHK MOHAWK INDS INC | Consumer Cyclical | 8.5% | $151.9m | 2,041,100 | 25% | added |
| 8 | LIBERTY MEDIA HLDG CORP INT | 8.3% | $147.3m | 7,720,500 | 10% | added | |
| 9 | SLM SLM CORP | Financial Services | 8.2% | $146.6m | 7,276,900 | 53% | added |
| 10 | USA MOBILITY INC | 2.9% | $51.1m | 3,571,997 | 0% | held | |
| 11 | MUELLER WTR PRODS INC | 2.8% | $49.9m | 5,000,000 | – | new | |
| 12 | TAL INTL GROUP INC | 2.7% | $48.8m | 2,141,216 | 12% | added | |
| 13 | WINTHROP RLTY TR SH BEN INT | 1.1% | $20.4m | 3,855,000 | 28% | added | |
| 14 | GPI GROUP 1 AUTOMOTIVE INC | Consumer Cyclical | 0.7% | $11.9m | 500,000 | – | new |
| 15 | POOL POOL CORPORATION | Industrials | 0.3% | $5.9m | 300,000 | – | new |
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.