ABRAMS CAPITAL MANAGEMENT, L.P. Q3 2018 Filing
Filed November 9, 2018
Portfolio Value
$3.8T
Holdings
22
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TEVATEVA PHARMACEUTICAL INDS LTD | 19,522,372 | $420.5B | 11.12% | |
| 2 | —SHIRE PLC | 2,247,133 | $407.3B | 10.77% | |
| 3 | W3UWESTERN UN CO | 21,165,498 | $403.4B | 10.66% | |
| 4 | ORLYO REILLY AUTOMOTIVE INC NEW | 883,194 | $306.8B | 8.11% | |
| 5 | —EXPRESS SCRIPTS HLDG CO | 3,192,304 | $303.3B | 8.02% | |
| 6 | BENFRANKLIN RES INC | 9,945,023 | $302.4B | 7.99% | |
| 7 | AABAUSDALTABA INC | 3,769,842 | $256.8B | 6.79% | |
| 8 | UHALAMERCO | 576,045 | $205.4B | 5.43% | |
| 9 | —AETNA INC NEW | 823,555 | $167.1B | 4.42% | |
| 10 | WTWWILLIS TOWERS WATSON PUB LTD | 1,183,287 | $166.8B | 4.41% | |
| 11 | LADLITHIA MTRS INC | 2,000,000 | $163.3B | 4.32% | |
| 12 | KMIKINDER MORGAN INC DEL | 8,761,405 | $155.3B | 4.11% | |
| 13 | GOOGLALPHABET INC | 124,117 | $149.8B | 3.96% | |
| 14 | AWGASBURY AUTOMOTIVE GROUP INC | 1,585,091 | $109.0B | 2.88% | |
| 15 | SPHSUBURBAN PROPANE PARTNERS L | 2,988,346 | $70.3B | 1.86% | |
| 16 | CWHCAMPING WORLD HLDGS INC | 2,328,100 | $49.6B | 1.31% | |
| 17 | BNEDBARNES & NOBLE ED INC | 5,872,465 | $33.8B | 0.89% | |
| 18 | —OCH ZIFF CAP MGMT GROUP | 22,238,592 | $32.9B | 0.87% | |
| 19 | —KERYX BIOPHARMACEUTICALS INC | 9,108,867 | $31.0B | 0.82% | |
| 20 | —CLEAR CHANNEL OUTDOOR HLDGS | 3,354,390 | $20.0B | 0.53% | |
| 21 | —GLOBAL EAGLE ENTMT INC | 6,522,429 | $18.4B | 0.49% | |
| 22 | AKBAAKEBIA THERAPEUTICS INC | 1,119,286 | $9.9B | 0.26% |