13F filing recap · Q1 2009

What did Abrams Capital Management buy in Q1 2009?

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

Stock value

$630.43M

Positions

Estimated turnover

19.9%

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

FURWinthrop Realty Trust$10.37Mreported value+1.50M shares MWAMueller Water Products, Inc.$10.24Mreported value+3.10M shares

Increased positions

MHKMohawk Industries, Inc.$55.78Mreported value+1.59M shares+567.0%QRTEALiberty Ventures Series A$37.92Mreported value+234.0K shares+1.8%GETIGentek Inc$32.11Mreported value+447.6K shares+32.2%

Reduced positions

TALTal International Group, Inc.$16.90Mreported value-115.6K shares-4.8%STARIstar Inc$2.58Mreported value-581.4K shares-38.8%

Exited positions

MWAMueller Water Products, Inc.$33.76Mprior reported value-4.00M shares-100.0%FURWinthrop Realty Trust$16.26Mprior reported value-1.50M shares-100.0%GHSGatehouse Media Inc$108.0Kprior reported value-2.69M shares-100.0%