Abrams Capital Management, L.P.
David Abrams · As of Q1 2020 · filed May 14, 2020
| PCG P G & E CORP | 8.8% | Held | 25,000,000 | $224.8M |
| ACTEUR ALLERGAN PLC | 8.6% | Held | 1,238,000 | $219.3M |
| TEVA TEVA PHARMACEUTICAL-SP ADR | 8.5% | Held | 24,046,356 | $215.9M |
| META META PLATFORMS INC-CLASS A | 7.9% | Added +18.2% | 1,205,043 | $201.0M |
| WTW WILLIS TOWERS WATSON PLC | 7.3% | Held | 1,094,001 | $185.8M |
| LAD LITHIA MOTORS INC | 7.2% | Held | 2,226,068 | $182.1M |
| TDG TRANSDIGM GROUP INC | 6.8% | New | 539,305 | $172.7M |
| GOOGL ALPHABET INC-CL A | 6.7% | Added +21.0% | 146,440 | $170.2M |
| UHAL U-HAUL HOLDING CO | 6.4% | Held | 561,258 | $163.1M |
| BEN FRANKLIN TEMPLETON INC | 6.4% | Held | 9,717,841 | $162.2M |
| KMI KINDER MORGAN INC | 5.4% | Added +15.0% | 9,806,258 | $136.5M |
| ABG ASBURY AUTOMOTIVE GROUP | 4.6% | Added +11.3% | 2,118,216 | $117.0M |
| BMY-R BRISTOL-MYERS SQUIBB-CVR | 3.5% | Held | 23,202,869 | $88.2M |
| ET ENERGY TRANSFER LP | 2.4% | New | 13,527,492 | $62.2M |
| OI O-I GLASS INC | 1.9% | Added +42.3% | 6,934,144 | $49.3M |
| AKBA AKEBIA THERAPEUTICS INC | 1.7% | Held | 5,656,462 | $42.9M |
| TMDX TRANSMEDICS GROUP INC | 1.7% | Held | 3,499,859 | $42.3M |
| SPH SUBURBAN PROPANE PARTNERS LP | 1.5% | Reduced −10.7% | 2,667,512 | $37.7M |
| CWH CAMPING WORLD HOLDINGS INC-A | 1.4% | Held | 6,108,808 | $34.8M |
| 35OB SCULPTOR CAPITAL MANAGEMENT | 1.1% | Held | 2,058,860 | $27.9M |
| PACDEUR PACIFIC DRILLING SA | 0.1% | Held | 7,414,537 | $3.2M |
| CCO CLEAR CHANNEL OUTDOOR HOLDIN | 0.1% | Held | 3,354,390 | $2.1M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| ORLY O'REILLY AUTOMOTIVE INC | 519,476 | $227.7M |
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.