Abrams Capital Management as of Sept. 30, 2018
Portfolio Holdings for Abrams Capital Management
Abrams Capital Management holds 22 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Teva Pharmaceutical Industries (TEVA) | 11.1 | $421M | 20M | 21.54 | |
| Shire | 10.8 | $407M | 2.2M | 181.27 | |
| Western Union Company (WU) | 10.7 | $403M | 21M | 19.06 | |
| O'reilly Automotive (ORLY) | 8.1 | $307M | 883k | 347.32 | |
| Express Scripts Holding | 8.0 | $303M | 3.2M | 95.01 | |
| Franklin Resources (BEN) | 8.0 | $302M | 9.9M | 30.41 | |
| Altaba | 6.8 | $257M | 3.8M | 68.12 | |
| Amer (UHAL) | 5.4 | $205M | 576k | 356.65 | |
| Aetna | 4.4 | $167M | 824k | 202.85 | |
| Willis Towers Watson (WTW) | 4.4 | $167M | 1.2M | 140.94 | |
| Lithia Motors (LAD) | 4.3 | $163M | 2.0M | 81.66 | |
| Kinder Morgan (KMI) | 4.1 | $155M | 8.8M | 17.73 | |
| Alphabet Inc Class A cs (GOOGL) | 4.0 | $150M | 124k | 1207.08 | |
| Asbury Automotive (ABG) | 2.9 | $109M | 1.6M | 68.75 | |
| Suburban Propane Partners (SPH) | 1.9 | $70M | 3.0M | 23.53 | |
| Camping World Hldgs (CWH) | 1.3 | $50M | 2.3M | 21.32 | |
| Barnes & Noble Ed (BNED) | 0.9 | $34M | 5.9M | 5.76 | |
| Och-Ziff Capital Management | 0.9 | $33M | 22M | 1.48 | |
| Keryx Biopharmaceuticals | 0.8 | $31M | 9.1M | 3.40 | |
| Clear Channel Outdoor Holdings | 0.5 | $20M | 3.4M | 5.95 | |
| Global Eagle Acquisition Cor | 0.5 | $18M | 6.5M | 2.82 | |
| Akebia Therapeutics (AKBA) | 0.3 | $9.9M | 1.1M | 8.83 |
