13F filing recap · Q1 2013

What did Abrams Capital Management buy in Q1 2013?

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

Stock value

$1.03B

Positions

Estimated turnover

78.8%

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

WUThe Western Union Company$225.40Mreported value+14.99M shares AIZAssurant, Inc.$67.52Mreported value+1.50M shares

Increased positions

EGLEngility Holdings Inc$63.94Mreported value+8.1K shares+0.3%MANTMantech International Corp$44.86Mreported value+902.3K shares+117.6%

Reduced positions

LAMRLamar Advertising Co/new$61.77Mreported value-4.23M shares-76.9%

Exited positions

NXYNexen Inc$192.53Mprior reported value-7.15M shares-100.0%GOOGLAlphabet Inc.$53.62Mprior reported value-75.8K shares-100.0%CWHEquity Commonwealth$33.45Mprior reported value-2.11M shares-100.0%SLGNSilgan Holdings Inc$31.45Mprior reported value-757.1K shares