Abrams Capital Management 13F holdings, Q4 2010
Holdings as of December 31, 2010 · filings on SEC EDGAR · latest filing →
Abrams Capital Management disclosed 9 US equity positions worth $686.3m in its Q4 2010 13F filing. The largest position was ARBITRON INC at 21.5% of the reported book, followed by LIBERTY MEDIA CORP NEW INT and SLM. Against the Q3 2010 filing, it opened 2 new positions, added to 0 and reduced 0 among the top 9 holdings.
What did Abrams Capital Management own in Q4 2010? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2010 |
|---|---|---|---|---|---|---|---|
| 1 | ARBITRON INC | 21.5% | $147.9m | 3,561,610 | 0% | held | |
| 2 | LIBERTY MEDIA CORP NEW INT | 18.6% | $127.3m | 8,074,750 | 0% | held | |
| 3 | SLM SLM CORP | Financial Services | 18.2% | $124.6m | 9,896,207 | 0% | held |
| 4 | CROWN CASTLE INTL CORP | 17.2% | $118.3m | 2,697,983 | 0% | held | |
| 5 | MCGRAW HILL COS INC | 8.1% | $55.4m | 1,522,146 | 0% | held | |
| 6 | CCO CLEAR CHANNEL OUTDOOR HLDGS | 6.8% | $46.6m | 3,317,090 | 0% | held | |
| 7 | CAREFUSION CORP | 6.4% | $43.7m | 1,700,000 | – | new | |
| 8 | PMT PENNYMAC MTG INVT TR | Real Estate | 3.0% | $20.8m | 1,143,600 | 0% | held |
| 9 | CFFN CAPITOL FED FINL | Financial Services | 0.3% | $1.8m | 150,000 | – | new |
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.