13F filing recap · Q3 2013

What did Abrams Capital Management buy in Q3 2013?

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

Stock value

$1.28B

Positions

Estimated turnover

41.7%

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

CSTCst Brands Inc$89.40Mreported value+1.00M shares+50.0%

Reduced positions

SLMSlm Corp$253.13Mreported value-5.08M shares-33.3%WAIRWesco Aircraft Holdings Inc$181.76Mreported value-341.1K shares-3.8%EGLEngility Holdings Inc$80.20Mreported value-139.0K shares-5.2%SNYSanofi$62.98Mreported value-89.5K shares

Exited positions

DELLDell Technologies Inc.$199.88Mprior reported value-15.00M shares-100.0%TEVATeva Pharmaceutical Industries Limited$100.40Mprior reported value-2.56M shares-100.0%AIZAssurant, Inc.$76.36Mprior reported value-1.50M shares-100.0%BMCBmc Software Inc$55.51Mprior reported value-1.23M shares