Abrams Capital Management 13F holdings, Q1 2009
Holdings as of March 31, 2009 · filings on SEC EDGAR · latest filing →
Abrams Capital Management disclosed 13 US equity positions worth $501.7m in its Q1 2009 13F filing. The largest position was CROWN CASTLE INTL CORP at 32.7% of the reported book, followed by MHK and DISH. Against the Q4 2008 filing, it opened 2 new positions, added to 2 and reduced 2 among the top 13 holdings.
What did Abrams Capital Management own in Q1 2009? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2008 |
|---|---|---|---|---|---|---|---|
| 1 | CROWN CASTLE INTL CORP | 32.7% | $164.2m | 8,047,153 | 0% | held | |
| 2 | MHK MOHAWK INDS INC | Consumer Cyclical | 11.1% | $55.8m | 1,867,405 | 567% | added |
| 3 | DISH DISH NETWORK CORP | 9.6% | $48.4m | 4,355,300 | 0% | held | |
| 4 | ARBITRON INC | 9.6% | $48.1m | 3,207,709 | 0% | held | |
| 5 | MCGRAW HILL COS INC | 9.2% | $46.2m | 2,022,146 | 0% | held | |
| 6 | SLM SLM CORP | Financial Services | 7.8% | $39.0m | 7,888,407 | 0% | held |
| 7 | LIBERTY MEDIA CORP NEW INT | 7.6% | $37.9m | 13,074,750 | 2% | added | |
| 8 | TAL INTL GROUP INC | 3.4% | $16.9m | 2,309,214 | -5% | reduced | |
| 9 | GPI GROUP 1 AUTOMOTIVE INC | Consumer Cyclical | 3.1% | $15.3m | 1,098,600 | 0% | held |
| 10 | WINTHROP RLTY TR SH BEN INT NEW | 2.1% | $10.4m | 1,499,998 | – | new | |
| 11 | MWA MUELLER WTR PRODS INC | Industrials | 2.0% | $10.2m | 3,103,883 | – | new |
| 12 | ABG ASBURY AUTOMOTIVE GROUP INC | Consumer Cyclical | 1.3% | $6.5m | 1,500,000 | 0% | held |
| 13 | ISTAR FINL INC | 0.5% | $2.6m | 918,562 | -39% | reduced |
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.