Abrams Capital Management 13F holdings, Q2 2009
Holdings as of June 30, 2009 · filings on SEC EDGAR · latest filing →
Abrams Capital Management disclosed 11 US equity positions worth $637.2m in its Q2 2009 13F filing. The largest position was CROWN CASTLE INTL CORP at 30.3% of the reported book, followed by SLM and DISH. Against the Q1 2009 filing, it opened 0 new positions, added to 0 and reduced 3 among the top 11 holdings.
What did Abrams Capital Management own in Q2 2009? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2009 |
|---|---|---|---|---|---|---|---|
| 1 | CROWN CASTLE INTL CORP | 30.3% | $193.3m | 8,047,153 | 0% | held | |
| 2 | SLM SLM CORP | Financial Services | 12.7% | $81.0m | 7,888,407 | 0% | held |
| 3 | DISH DISH NETWORK CORP | 11.1% | $70.6m | 4,355,300 | 0% | held | |
| 4 | LIBERTY MEDIA CORP NEW INT | 10.3% | $65.5m | 13,074,750 | 0% | held | |
| 5 | MCGRAW HILL COS INC | 9.6% | $60.9m | 2,022,146 | 0% | held | |
| 6 | MHK MOHAWK INDS INC | Consumer Cyclical | 8.8% | $55.9m | 1,567,405 | -16% | reduced |
| 7 | ARBITRON INC | 8.0% | $51.0m | 3,207,709 | 0% | held | |
| 8 | TAL INTL GROUP INC | 4.0% | $25.2m | 2,309,214 | 0% | held | |
| 9 | WINTHROP RLTY TR SH BEN INT NEW | 2.1% | $13.4m | 1,499,998 | 0% | held | |
| 10 | ABG ASBURY AUTOMOTIVE GROUP INC | Consumer Cyclical | 1.9% | $11.9m | 1,160,800 | -23% | reduced |
| 11 | MWA MUELLER WTR PRODS INC | Industrials | 1.3% | $8.5m | 2,281,283 | -27% | 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.