Abrams Capital Management 13F holdings, Q1 2008
Holdings as of March 31, 2008 · filings on SEC EDGAR · latest filing →
Abrams Capital Management disclosed 16 US equity positions worth $1.5bn in its Q1 2008 13F filing. The largest position was CROWN CASTLE INTL CORP at 12.8% of the reported book, followed by CLEAR CHANNEL COMMUNICATIONS and ARBITRON INC. Against the Q4 2007 filing, it opened 2 new positions, added to 8 and reduced 2 among the top 16 holdings.
What did Abrams Capital Management own in Q1 2008? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2007 |
|---|---|---|---|---|---|---|---|
| 1 | CROWN CASTLE INTL CORP | 12.8% | $191.3m | 5,547,153 | 0% | held | |
| 2 | CLEAR CHANNEL COMMUNICATIONS | 11.2% | $167.6m | 5,737,316 | 21% | added | |
| 3 | ARBITRON INC | 11.1% | $165.5m | 3,835,000 | 0% | held | |
| 4 | MHK MOHAWK INDS INC | Consumer Cyclical | 9.8% | $147.2m | 2,055,100 | 1% | added |
| 5 | NVR NVR INC | Consumer Cyclical | 8.9% | $133.9m | 224,100 | -42% | reduced |
| 6 | DISH DISH NETWORK CORP | 8.8% | $131.0m | 4,561,300 | – | new | |
| 7 | LIBERTY MEDIA CORP NEW INT | 8.3% | $124.6m | 7,720,500 | 0% | held | |
| 8 | SLM SLM CORP | Financial Services | 7.8% | $117.2m | 7,631,900 | 5% | added |
| 9 | MCGRAW HILL COS INC | 4.4% | $65.9m | 1,784,000 | – | new | |
| 10 | MO ALTRIA GROUP INC | Consumer Defensive | 4.3% | $64.6m | 2,911,700 | 0% | held |
| 11 | TAL INTL GROUP INC | 3.9% | $59.0m | 2,504,300 | 17% | added | |
| 12 | MUELLER WTR PRODS INC | 2.9% | $43.2m | 5,482,265 | 10% | added | |
| 13 | GPI GROUP 1 AUTOMOTIVE INC | Consumer Cyclical | 1.7% | $25.9m | 1,101,400 | 120% | added |
| 14 | USA MOBILITY INC | 1.7% | $25.1m | 3,511,557 | -2% | reduced | |
| 15 | POOL POOL CORPORATION | Industrials | 1.2% | $18.3m | 966,423 | 222% | added |
| 16 | WINTHROP RLTY TR SH BEN INT | 1.1% | $16.5m | 3,994,400 | 4% | added |
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.