13F filing recap · Q3 2009

What did Abrams Capital Management buy in Q3 2009?

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

Stock value

$912.53M

Positions

Estimated turnover

8.4%

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

CCOClear Channel Outdoor Holdings, Inc.$23.22Mreported value+3.32M shares PMTPennymac Mortgage Investment Trust$22.77Mreported value+1.14M shares

Increased positions

TALTal International Group, Inc.$33.66Mreported value+58.0K shares+2.5%

Exited positions

ABGAsbury Automotive Group, Inc.$11.89Mprior reported value-1.16M shares-100.0%MWAMueller Water Products, Inc.$8.53Mprior reported value-2.28M shares-100.0%