David Abrams’ New Stock Picks
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....
| No. | Hedge Fund | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|
| 1.) | Abrams Capital Management David Abrams |
9,306,141 | $255,919 | +6% |
19.65% |
| 2.) | Spo Advisory Corp John H. Scully |
18,638,714 | $512,565 |  |
6.38% |
| 3.) | Akre Capital Management Charles Akre |
1,281,887 | $35,252 | -11% |
5.48% |
| 4.) | Criterion Capital Christopher Lord |
795,500 | $21,876 |  |
4.32% |
| 5.) | Watershed Asset Management Meridee A. Moore |
260,457 | $7,163 | -40% |
2.57% |
| Insider | Price | Amount | Relationship | Remaning Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $16.7724 | 30822 | Large Shareholder | 9306141 | 2011-10-04 | Filing | |
| $16.861 | 482800 | Large Shareholder | 9275319 | 2011-10-03 | Filing | |
| $17.0716 | 274437 | Large Shareholder | 8792519 | 2011-09-30 | Filing | |
| $19.0201 | 412700 | Large Shareholder | 8518082 | 2011-09-09 | Filing | |
| $19.044 | 2600 | Large Shareholder | 8105382 | 2011-09-06 | Filing |
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $31.8005 | 178300 | Large Shareholder | 8718453 | 2012-05-02 | Filing | |
| $31.8009 | 84170 | Large Shareholder | 8896753 | 2012-05-02 | Filing | |
| $32.1944 | 4300 | Large Shareholder | 8980923 | 2012-05-01 | Filing | |
| $32.1907 | 28518 | Large Shareholder | 8985223 | 2012-05-01 | Filing | |
| $32.1597 | 35400 | Large Shareholder | 9013741 | 2012-05-01 | Filing |
