David Abrams graduated from University of Pennsylvania with a B.A. degree in History. Prior to forming Abrams Capital Management in 1999, Abrams worked at Seth Klarman's Baupost Group for 10 years. In the nearly 12 years since Abrams started his fund he has achieved an annualized return of around 20 percent (net of fees).
| Fund Name: | Abrams Capital Management |
| Manager | David Abrams |
| Portfolio Value | $1,142,530,000 |
| Change This QTR | +1.11% |
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1.) | HRB | 11,630,498 | $154,802 | +14% |
13.54% | |
| 2.) | LAMR | 8,792,519 | $149,737 | +216% |
13.1% | |
| 3.) | SLM | 11,461,892 | $142,701 | +16% |
12.48% | |
| 4.) | Liberty Media Corp New |
8,074,750 | $119,183 |  |
10.43% | |
| 5.) | CCI | 2,697,983 | $109,727 | |
9.6% | |
| 6.) | ARB | 2,943,558 | $97,373 | -1% |
8.52% | |
| 7.) | TEVA | 2,171,000 | $80,805 |  |
7.07% | |
| 8.) | CEPH | 930,000 | $75,051 | |
6.56% | |
| 9.) | GOOG | 100,000 | $51,504 | |
4.5% | |
| 10.) | CFN | 1,885,184 | $45,150 | +11% |
3.95% | |
| 11.) | CCO | 3,354,390 | $31,397 | +1% |
2.74% | |
| 12.) | PMT | 1,143,600 | $18,183 | |
1.59% | |
| 13.) | GNW | 3,000,000 | $17,220 | |
1.5% | |
| 14.) | Sanofi Aventis |
13,359,333 | $14,161 | |
1.23% | |
| 15.) | OHI | 500,000 | $7,965 | |
0.69% | |
| 16.) | RBS | 599,950 | $7,229 | +2% |
0.63% | |
| 17.) | RBS | 620,300 | $6,631 | +3% |
0.58% | |
| 18.) | RBS | 574,945 | $6,100 | +64% |
0.53% | |
| 19.) | RBS | 324,325 | $3,603 | +3% |
0.31% | |
| 20.) | SAFT | 79,757 | $3,017 | |
0.26% |
