13F filing recap · Q4 2007

What did Abrams Capital Management buy in Q4 2007?

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

Stock value

$2.26B

Positions

Estimated turnover

20.0%

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

MWAMueller Water Products, Inc.$49.85Mreported value+5.00M shares SAFTSafety Insurance Group Inc$20.30Mreported value+554.4K shares GHSGatehouse Media Inc$16.11Mreported value+1.84M shares GPIGroup 1 Automotive, Inc$11.88Mreported value+500.0K shares POOLPool Corporation$5.95Mreported value+300.0K shares

Increased positions

MOAltria Group, Inc.$220.07Mreported value+549.0K shares+23.2%ARBArbitron Inc$159.42Mreported value+1.85M shares+93.1%MHKMohawk Industries, Inc.$151.86Mreported value+402.0K shares+24.5%QRTEALiberty Ventures Series A$147.31Mreported value+713.0K shares

Reduced positions

AYEAllegheny Energy Inc$230.25Mreported value-518.9K shares-12.5%ECHOEchostar Corporation$171.07Mreported value-585.3K shares-11.4%CCOClear Channel Communications, Inc.$163.53Mreported value-426.9K shares-8.3%