13F-HR 1 d13fhr.txt FORM 13F-HR UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13f Cover Page Report for the Calendar Year or Quarter End: December 31, 2004 Pamet Capital Management, LLC -------------------------------------------------------------------------------- Name of Institutional Investment Manager 222 Berkeley Street, 22nd Floor Boston MA 02116 -------------------------------------------------------------------------------- Business Address (Street) (City) (State) (Zip) 13F File Number: 028-10112 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information herein is true, correct and complete, and that it is understood that all required items, statements, schedules, and tables, are considered integral parts of this form. Name, Title and Telephone Number of Person Submitting Report: Jason Price Chief Financial Officer 617-646-6100 -------------------------------------------------------------------------------- (Name) (Title) (Phone) Signature, Place and Date of Signing: Jason Price 222 Berkeley Street, 22nd Floor, Boston, MA 02116 2/11/2005 Report Type: [X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Number of Other Included Managers: 1 List of Other Included Managers: Abrams Capital, LLC Form 13F Information Table Entry Total: 27 Form 13F Information Table Value Total: 691,138,000 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F INFORMATION TABLE Pamet Capital Management, LLC FORM 13F INFORMATION TABLE AS OF DATE: 12/31/04

------------------------------------------------------------------------------------------------------------------------------------ ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 ITEM 8 ------------------------------------------------------------------------------------------------------------------------------------ INVSTMT VOTING AUTHORITY VALUE SHARES/ PUT/ ~~INVSTMT~~DSCRETN OTHER ~~VOTING~~--------------------- ~~AUTHORITY~~ NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT CALL ~~DSCRETN~~SOLE MANAGERS* SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- ---- ------- ------------ -------- -------- ---------------------- Allegheny Energy Inc COM 017361106 ~~4019~~7,125 ~~260800~~361,500 ~~260800~~SOLE ~~260800~~361,500 Allegheny Energy Inc COM 017361106 ~~70381~~98,907 ~~4567200~~5,018,100 ~~4567200~~SOLE 1 ~~4567200~~5,018,100 ~~Arch Wireless Inc. CL A 039392709 2688 94354 94354 94354 Arch Wireless Inc. CL A 039392709 42124 1478563 1478563 1 1478563~~ Berkshire Hathaway Inc Del CL A 084670108 ~~5337~~5,274 60 60SOLE 1 60 Berkshire Hathaway Inc Del CL B 084670207 ~~869~~863 294 ~~294~~SOLE 294 Berkshire Hathaway Inc Del CL B 084670207 ~~9226~~9,166 ~~3122~~3,122 ~~3122~~SOLE 1 ~~3122~~3,122 Block H&R Inc COM 093671105 ~~3786~~3,891 ~~79400~~79,400 ~~79400~~SOLE ~~79400~~79,400 Block H&R Inc COM 093671105 ~~44891~~52,259 ~~941500~~1,066,500 ~~941500~~SOLE 1 ~~941500~~1,066,500 Citigroup Inc W EXP 172967127 ~~214~~350 ~~246340~~246,340 ~~246340~~SOLE ~~246340~~246,340 Citigroup Inc W EXP 172967127 ~~3194~~5,213 ~~3670936~~3,670,936 ~~3670936~~SOLE 1 ~~3670936~~3,670,936 ~~Commerce Bancorp Inc NJ COM 200519106 1447 26300 26300 26300 Commerce Bancorp Inc NJ COM 200519106 20887 379700 379700 379700~~ Echostar Communications New CL A 278762109 ~~5423~~83,019 ~~176350~~2,496,800 ~~176350~~SOLE ~~176350 Echostar Communications New CL A 278762109 67755 2203400 2203400~~ 1 ~~2203400~~2,496,800 Erie Indty Co CL A 29530P102 ~~2465~~3,075 ~~52700~~58,500 ~~52700~~SOLE ~~52700~~58,500 Erie Indty Co CL A 29530P102 ~~37358~~42,928 ~~798592~~816,592 ~~798592~~SOLE 1 ~~798592~~816,592 Global Signal Inc COM 37944Q103 ~~7134~~10,450 ~~345762~~379,462 ~~345762~~SOLE ~~345762~~379,462 Global Signal Inc COM 37944Q103 ~~114552~~153,397 ~~5551886~~5,569,986 ~~5551886~~SOLE 1 ~~5551886~~5,569,986 Intergraph Corp COM 458683109 ~~2355~~2,141 ~~91077~~79,486 ~~91077~~SOLE ~~91077~~79,486 Intergraph Corp COM 458683109 ~~38313~~34,824 ~~1481542~~1,293,133 ~~1481542~~SOLE 1 ~~1481542~~1,293,133 Juno Ltg Inc COM NEW 482047206 ~~1082~~1,445 ~~30319~~34,400 ~~30319~~SOLE ~~30319~~34,400 Juno Ltg Inc COM NEW 482047206 ~~16287~~20,593 ~~456227~~490,311 ~~456227~~SOLE 1 ~~456227~~490,311 Morgan Stanley COM NEW 617446448 ~~1501~~1,580 ~~28450~~28,450 ~~28450~~SOLE ~~28450~~28,450 Morgan Stanley COM NEW 617446448 ~~21575~~22,699 ~~408850~~408,850 ~~408850~~SOLE 1 408850 Newcastle Invt Corp COM 65105M108 680 22700 22700 22700 Newcastle Invt Corp COM 65105M108 11300 377300 377300 1 377300 SLM Corp COM 78442P106 2168 53600 53600 53600 SLM Corp COM 78442P106 31187 771000 771000 1 771000 Safety Ins Group Inc COM 78648T100 398 18600 18600 18600 Safety Ins Group Inc COM 78648T100 6343 296104 296104 1 296104 * Where shares are reported for "Other Managers" designated in Item 7408, ~~all of the information provided is with respect to such manager.~~850

Newcastle Invt Corp COM 65105M108 721 22,700 SOLE 22,700 Newcastle Invt Corp COM 65105M108 11,991 377,300 SOLE 1 377,300 SLM Corp COM 78442P106 3,022 56,600 SOLE 56,600 SLM Corp COM 78442P106 41,164 771,000 SOLE 1 771,000 Safety Ins Group Inc COM 78648T100 2,032 64,854 SOLE 1 64,854 USA Mobility Inc COM 90341G103 4,722 133,743 SOLE 133,743 USA Mobility Inc COM 90341G103 68,287 1,933,932 SOLE 1 1,933,932

* Where shares are reported for "Other Managers" designated in Item 7, all of the information provided is with respect to such manager.

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