Abrams Capital Management, L.P.
David Abrams · As of Q1 2019 · filed May 10, 2019
| CELG CELGENE CORP | 17.9% | New | 6,752,869 | $637.1M |
| PCG P G & E CORP | 12.5% | New | 25,000,000 | $445.0M |
| BEN FRANKLIN TEMPLETON INC | 9.1% | Reduced −2.6% | 9,772,486 | $323.9M |
| ORLY O'REILLY AUTOMOTIVE INC | 8.2% | Reduced −13.0% | 748,124 | $290.5M |
| TEVA TEVA PHARMACEUTICAL-SP ADR | 7.9% | Reduced −2.6% | 18,046,356 | $283.0M |
| LAD LITHIA MOTORS INC | 6.0% | Held | 2,300,000 | $213.3M |
| UHAL U-HAUL HOLDING CO | 5.9% | Reduced −2.6% | 561,258 | $208.5M |
| WTW WILLIS TOWERS WATSON PLC | 5.5% | Held | 1,109,811 | $194.9M |
| META META PLATFORMS INC-CLASS A | 4.8% | Added +2.5% | 1,024,723 | $170.8M |
| KMI KINDER MORGAN INC | 4.8% | Reduced −2.6% | 8,529,816 | $170.7M |
| GOOGL ALPHABET INC-CL A | 4.1% | Held | 124,117 | $146.1M |
| ABG ASBURY AUTOMOTIVE GROUP | 3.7% | Held | 1,902,528 | $132.0M |
| PACDEUR PACIFIC DRILLING SA | 2.9% | Held | 7,414,537 | $104.5M |
| SPH SUBURBAN PROPANE PARTNERS LP | 1.9% | Held | 2,988,346 | $67.0M |
| CWH CAMPING WORLD HOLDINGS INC-A | 1.5% | Added +2.2% | 3,945,362 | $54.9M |
| AKBA AKEBIA THERAPEUTICS INC | 1.3% | Held | 5,656,462 | $46.3M |
| OCH ZIFF CAP MGMT GROUP | 1.0% | New | 2,223,860 | $36.5M |
| CLEAR CHANNEL OUTDOOR HLDGS | 0.5% | Held | 3,354,390 | $17.9M |
| BNEDUSD BARNES & NOBLE EDUCATION INC | 0.5% | Reduced −27.5% | 4,260,401 | $17.9M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| WU WESTERN UNION CO | 10,434,763 | $178.0M |
| OCH ZIFF CAP MGMT GROUP | 22,238,592 | $20.5M |
| GLOBAL EAGLE ENTMT INC | 6,069,147 | $13.5M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.