13F filing recap · Q2 2012

What did Abrams Capital Management buy in Q2 2012?

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

Stock value

$1.05B

Positions

Estimated turnover

22.7%

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

GOOGLAlphabet Inc.$105.89Mreported value+74.2K shares+68.5%WAIRWesco Aircraft Holdings Inc$57.61Mreported value+4.49M shares+12903.4%SNYSanofi$40.55Mreported value+6.96M shares+31.9%

Reduced positions

LAMRLamar Advertising Co/new$249.35Mreported value-587.7K shares-6.3%HRBH&R Block, Inc.$107.46Mreported value-5.96M shares-47.0%ARBArbitron Inc$95.06Mreported value-227.6K shares-7.7%RBS-TRoyal Bank of Scotland Group Plc$15.94Mreported value-45.7K shares

Exited positions

OHIOmega Healthcare Investors, Inc.$14.79Mprior reported value-695.7K shares-100.0%SXCSuncoke Energy, Inc.$236.0Kprior reported value-16.6K shares-100.0%