Abrams Capital Management, L.P.
David Abrams · As of Q1 2023 · filed May 12, 2023
| LAD LITHIA MOTORS INC | 17.0% | Held | 2,351,068 | $538.2M |
| META META PLATFORMS INC-CLASS A | 14.4% | Reduced −1.1% | 2,151,858 | $456.1M |
| ABG ASBURY AUTOMOTIVE GROUP | 14.0% | Reduced −0.5% | 2,108,540 | $442.8M |
| TDG TRANSDIGM GROUP INC | 8.5% | Held | 366,187 | $269.9M |
| GOOGL ALPHABET INC-CL A | 7.7% | Held | 2,339,440 | $242.7M |
| ET ENERGY TRANSFER LP | 7.0% | Held | 17,834,322 | $222.4M |
| CPNG COUPANG INC | 6.8% | Held | 13,439,964 | $215.0M |
| UHAL/B U-HAUL HOLDING CO-NON VOTING | 6.0% | Held | 3,663,243 | $189.9M |
| WTW WILLIS TOWERS WATSON PLC | 5.9% | Held | 806,836 | $187.5M |
| SGI SOMNIGROUP INTERNATIONAL INC | 4.5% | Held | 3,600,000 | $142.2M |
| CWH CAMPING WORLD HOLDINGS INC-A | 3.4% | Held | 5,108,808 | $106.6M |
| TEVA TEVA PHARMACEUTICAL-SP ADR | 2.2% | Reduced −50.0% | 7,966,433 | $70.5M |
| UTE0 CANTALOUPE INC | 1.3% | Added +132.4% | 7,180,000 | $40.9M |
| UHAL U-HAUL HOLDING CO | 0.8% | Held | 407,027 | $24.3M |
| USCB USCB FINANCIAL HOLDINGS INC | 0.2% | Held | 649,085 | $6.4M |
| NUVB NUVATION BIO INC | 0.2% | Held | 3,811,513 | $6.3M |
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.