13F filing recap · Q1 2017

What did Abrams Capital Management buy in Q1 2017?

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

Stock value

$2.61B

Positions

Estimated turnover

37.0%

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

WBTWelbilt Inc$148.03Mreported value+7.54M shares CLNSColony Northstar Inc$140.82Mreported value+10.91M shares VEONVeon Ltd.$76.58Mreported value+18.77M shares

Increased positions

UHALU-Haul Holding Company$102.80Mreported value+166.8K shares+162.2%QCPQuality Care Properties Inc$94.30Mreported value+540.8K shares+12.1%OZMOch-Ziff Capital Management Group LLC (sculptor Capital Management)$50.26Mreported value+3.29M shares+17.4%ENTGlobal Eagle Entertainment Inc.$18.77Mreported value

Exited positions

MFSManitowoc Foodservice Inc$217.56Mprior reported value-11.26M shares-100.0%NSAMNorthstar Asset Management Group Inc.$162.75Mprior reported value-10.91M shares-100.0%VIPVimpelcom Ltd$72.27Mprior reported value-18.77M shares-100.0%MGIMoneygram International Inc$60.59Mprior reported value