13F filing recap · Q3 2010

What did Abrams Capital Management buy in Q3 2010?

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

Stock value

$577.63M

Positions

Estimated turnover

35.3%

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.

Increased positions

SLMSlm Corp$114.30Mreported value+2.01M shares+25.5%ARBArbitron Inc$99.62Mreported value+353.9K shares+11.0%

Reduced positions

CCICrown Castle Inc.$119.12Mreported value-3.35M shares-55.4%

Exited positions

CITCit Group Inc$22.34Mprior reported value-659.7K shares-100.0%NCTNewcastle Investment Corp$7.03Mprior reported value-2.62M shares-100.0%