Abrams Capital Management, L.P.
David Abrams · As of Q1 2024 · filed May 14, 2024
| LAD LITHIA MOTORS INC | 22.5% | Held | 2,391,188 | $719.4M |
| ABG ASBURY AUTOMOTIVE GROUP | 15.5% | Held | 2,108,540 | $497.2M |
| GOOGL ALPHABET INC-CL A | 9.7% | Reduced −11.0% | 2,067,195 | $312.0M |
| META META PLATFORMS INC-CLASS A | 9.4% | Reduced −12.8% | 620,547 | $301.3M |
| ET ENERGY TRANSFER LP | 8.8% | Held | 17,834,322 | $280.5M |
| UHAL/B U-HAUL HOLDING CO-NON VOTING | 7.4% | Reduced −3.2% | 3,545,220 | $236.4M |
| CPNG COUPANG INC | 7.2% | Held | 13,017,964 | $231.6M |
| SGI SOMNIGROUP INTERNATIONAL INC | 6.4% | Held | 3,600,000 | $204.6M |
| WTW WILLIS TOWERS WATSON PLC | 6.2% | Reduced −10.7% | 720,779 | $198.2M |
| CWH CAMPING WORLD HOLDINGS INC-A | 4.4% | Held | 5,108,808 | $142.3M |
| UTE0 CANTALOUPE INC | 1.4% | Held | 7,180,000 | $46.2M |
| UHAL U-HAUL HOLDING CO | 0.6% | Reduced −31.9% | 277,011 | $18.7M |
| NUVB NUVATION BIO INC | 0.4% | Held | 3,811,513 | $13.9M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| TEVA TEVA PHARMACEUTICAL-SP ADR | 5,996,836 | $62.6M |
| USCB USCB FINANCIAL HOLDINGS INC | 149,786 | $1.8M |
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.