13F filing recap · Q3 2006

What did Abrams Capital Management buy in Q3 2006?

Reported stock-position changes between this filing and the previous one.

Stock value

$1.64B

Positions

Estimated turnover

21.1%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

MHKMohawk Industries, Inc.$36.12Mreported value+485.2K shares SONCSonic Corp.$12.13Mreported value+536.5K shares

Increased positions

AYEAllegheny Energy Inc$132.56Mreported value+666.0K shares+25.3%SLMSlm Corp$107.97Mreported value+526.1K shares+33.9%HSPHospira Inc$91.19Mreported value+664.0K shares+38.6%USMOUSA Mobility Inc$81.58Mreported value+1.05M shares

Reduced positions

NVRNvr, Inc.$144.87Mreported value-154.7K shares-36.4%MOAltria Group, Inc.$132.06Mreported value-133.0K shares-7.2%GDWGolden West Financial Corp$3.79Mreported value-708.2K shares-93.5%

Exited positions

SSprint Nextel Corporation$19.99Mprior reported value-1.00M shares-100.0%PORPortland General Electric Company$6.58Mprior reported value-263.6K shares-100.0%