13F filing recap · Q2 2010

What did Abrams Capital Management buy in Q2 2010?

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

Stock value

$615.16M

Positions

Estimated turnover

14.9%

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

SAFTSafety Insurance Group Inc$2.86Mreported value+77.3K shares

Reduced positions

QRTEALiberty Ventures Series A$84.78Mreported value-1.00M shares-11.0%CITCit Group Inc$22.34Mreported value-1.20M shares-64.6%MHKMohawk Industries, Inc.$18.84Mreported value-841.4K shares-67.1%

Exited positions

TALTal International Group, Inc.$14.88Mprior reported value-744.8K shares-100.0%