Abrams Capital Management 13F holdings, Q1 2010
Holdings as of March 31, 2010 · filings on SEC EDGAR · latest filing →
Abrams Capital Management disclosed 10 US equity positions worth $818.4m in its Q1 2010 13F filing. The largest position was CROWN CASTLE INTL CORP at 28.2% of the reported book, followed by LIBERTY MEDIA CORP NEW INT and SLM. Against the Q4 2009 filing, it opened 0 new positions, added to 0 and reduced 5 among the top 10 holdings.
What did Abrams Capital Management own in Q1 2010? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2009 |
|---|---|---|---|---|---|---|---|
| 1 | CROWN CASTLE INTL CORP | 28.2% | $231.2m | 6,047,153 | 0% | held | |
| 2 | LIBERTY MEDIA CORP NEW INT | 17.0% | $138.8m | 9,074,750 | -25% | reduced | |
| 3 | SLM SLM CORP | Financial Services | 12.1% | $98.8m | 7,888,407 | 0% | held |
| 4 | ARBITRON INC | 10.4% | $85.5m | 3,207,709 | 0% | held | |
| 5 | CIT GROUP INC | 8.9% | $72.6m | 1,863,057 | -14% | reduced | |
| 6 | MHK MOHAWK INDS INC | Consumer Cyclical | 8.3% | $68.1m | 1,253,078 | -20% | reduced |
| 7 | MCGRAW HILL COS INC | 6.6% | $54.3m | 1,522,146 | -25% | reduced | |
| 8 | CCO CLEAR CHANNEL OUTDOOR HLDGS | 4.3% | $35.2m | 3,317,090 | 0% | held | |
| 9 | PMT PENNYMAC MTG INVT TR | Real Estate | 2.3% | $19.0m | 1,143,600 | 0% | held |
| 10 | TAL INTL GROUP INC | 1.8% | $14.9m | 744,774 | -69% | 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.