Abrams Capital Management 13F holdings, Q4 2008
Holdings as of December 31, 2008 · filings on SEC EDGAR · latest filing →
Abrams Capital Management disclosed 13 US equity positions worth $507.8m in its Q4 2008 13F filing. The largest position was CROWN CASTLE INTL CORP at 27.9% of the reported book, followed by SLM and DISH. Against the Q3 2008 filing, it opened 0 new positions, added to 2 and reduced 4 among the top 13 holdings.
What did Abrams Capital Management own in Q4 2008? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2008 |
|---|---|---|---|---|---|---|---|
| 1 | CROWN CASTLE INTL CORP | 27.9% | $141.5m | 8,047,153 | 45% | added | |
| 2 | SLM SLM CORP | Financial Services | 13.8% | $70.2m | 7,888,407 | -5% | reduced |
| 3 | DISH DISH NETWORK CORP | 9.5% | $48.3m | 4,355,300 | 0% | held | |
| 4 | MCGRAW HILL COS INC | 9.2% | $46.9m | 2,022,146 | 0% | held | |
| 5 | ARBITRON INC | 8.4% | $42.6m | 3,207,709 | 0% | held | |
| 6 | LIBERTY MEDIA CORP NEW INT | 7.9% | $40.1m | 12,840,750 | 66% | added | |
| 7 | TAL INTL GROUP INC | 6.7% | $34.2m | 2,424,778 | 0% | held | |
| 8 | MUELLER WTR PRODS INC | 6.6% | $33.8m | 4,000,000 | -30% | reduced | |
| 9 | WINTHROP RLTY TR SH BEN INT | 3.2% | $16.3m | 1,499,998 | -80% | reduced | |
| 10 | MHK MOHAWK INDS INC | Consumer Cyclical | 2.4% | $12.0m | 279,978 | -86% | reduced |
| 11 | GPI GROUP 1 AUTOMOTIVE INC | Consumer Cyclical | 2.3% | $11.8m | 1,098,600 | 0% | held |
| 12 | ABG ASBURY AUTOMOTIVE GROUP INC | Consumer Cyclical | 1.3% | $6.9m | 1,500,000 | 0% | held |
| 13 | ISTAR FINL INC | 0.7% | $3.3m | 1,500,000 | 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.