David Abrams - Abrams Capital Management 13F Activity & Position Changes (Q2 2014)

According to the SEC 13F filed on Aug 13, 2026, the Abrams Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2014. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2014, the filing reported:

New Buys - Navient Corporation, Rayonier Inc. REIT

Increases - Western Union Company (The)

Reductions - None reported

Complete Exits - SLM Corporation

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2014	NAVI Navient Corporation	Navient Corporation	Buy - Position Entry	+5,170,518	-	$91.57K	5,170,518
Q2 2014	RYN Rayonier Inc. REIT	Rayonier Inc. REIT	Buy - Position Entry	+920,710	-	$32.73K	920,710
Q2 2014	SLM SLM Corporation	SLM Corporation	Sell - Position Exit	-8,200,487	-100.0%	$0.00	-
Q2 2014	WU Western Union Company (The)	Western Union Company (The)	Buy	+4,065,000	+23.4%	$371.55K	21,427,477