13F filing recap · Q1 2007

What did Abrams Capital Management buy in Q1 2007?

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

Stock value

$2.00B

Positions

Estimated turnover

41.8%

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

CCICrown Castle Inc.$198.47Mreported value+6.18M shares

Increased positions

NVRNvr, Inc.$208.00Mreported value+42.0K shares+15.5%AYEAllegheny Energy Inc$194.11Mreported value+100 shares+0.0%SLMSlm Corp$184.82Mreported value+2.24M shares+98.0%MHKMohawk Industries, Inc.$126.69Mreported value+246.9K shares

Reduced positions

SGITempur Sealy International Inc$72.97Mreported value-604.9K shares-17.7%PORPortland General Electric Company$274.0Kreported value-41.7K shares-81.6%

Exited positions

GSLGlobal Signal Inc$399.06Mprior reported value-7.58M shares-100.0%ISBCInvestors Bancorp Inc$6.42Mprior reported value-408.3K shares-100.0%