13F filing recap · Q4 2012

What did Abrams Capital Management buy in Q4 2012?

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

Stock value

$1.10B

Positions

Estimated turnover

53.3%

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.

New positions

NXYNexen Inc$192.53Mreported value+7.15M shares CWHEquity Commonwealth$33.45Mreported value+2.11M shares SLGNSilgan Holdings Inc$31.45Mreported value+757.1K shares

Increased positions

SLMSlm Corp$257.44Mreported value+2.57M shares+20.6%TEVATeva Pharmaceutical Industries Limited$95.64Mreported value+206.3K shares+8.8%WAIRWesco Aircraft Holdings Inc$66.39Mreported value+489.7K shares+10.8%EGLEngility Holdings Inc$51.20Mreported value+507.0K shares

Reduced positions

LAMRLamar Advertising Co/new$213.05Mreported value-1.94M shares-26.1%RBS-TRoyal Bank of Scotland Group Plc$5.03Mreported value-71.3K shares-25.3%RBSPRTRoyal Bank of Scotland Group Plc$2.59Mreported value-210.1K shares-64.6%RYRoyal Bank of Scotland Group Plc$1.50Mreported value

Exited positions

ARBArbitron Inc$86.88Mprior reported value-2.29M shares-100.0%RBS-MRoyal Bank of Scotland Group Plc$13.97Mprior reported value-684.9K shares-100.0%RBS.PRNRoyal Bank of Scotland Group Plc$11.07Mprior reported value-539.6K shares-100.0%