Abrams Capital Management, L.P.
David Abrams · As of Q2 2019 · filed Aug 9, 2019
| CELG CELGENE CORP | 17.0% | Held | 6,752,869 | $624.2M |
| PCG P G & E CORP | 15.6% | Held | 25,000,000 | $573.0M |
| BEN FRANKLIN TEMPLETON INC | 9.2% | Held | 9,772,486 | $340.1M |
| LAD LITHIA MOTORS INC | 7.4% | Held | 2,300,000 | $273.2M |
| WTW WILLIS TOWERS WATSON PLC | 5.8% | Held | 1,109,811 | $212.6M |
| UHAL U-HAUL HOLDING CO | 5.8% | Held | 561,258 | $212.5M |
| META META PLATFORMS INC-CLASS A | 5.4% | Held | 1,024,723 | $197.8M |
| ORLY O'REILLY AUTOMOTIVE INC | 5.4% | Reduced −28.6% | 533,886 | $197.2M |
| KMI KINDER MORGAN INC | 4.8% | Held | 8,529,816 | $178.1M |
| TEVA TEVA PHARMACEUTICAL-SP ADR | 4.5% | Held | 18,046,356 | $166.6M |
| ABG ASBURY AUTOMOTIVE GROUP | 4.4% | Held | 1,902,528 | $160.5M |
| GOOGL ALPHABET INC-CL A | 3.7% | Held | 124,117 | $134.4M |
| PACDEUR PACIFIC DRILLING SA | 2.5% | Held | 7,414,537 | $93.4M |
| TMDX TRANSMEDICS GROUP INC | 2.4% | New | 3,499,859 | $87.8M |
| SPH SUBURBAN PROPANE PARTNERS LP | 2.0% | Held | 2,988,346 | $72.6M |
| CWH CAMPING WORLD HOLDINGS INC-A | 1.7% | Added +29.5% | 5,108,808 | $63.5M |
| OCH ZIFF CPTL MANGEMNT GRP I | 1.4% | Held | 2,223,860 | $51.1M |
| AKBA AKEBIA THERAPEUTICS INC | 0.7% | Held | 5,656,462 | $27.4M |
| CCO CLEAR CHANNEL OUTDOOR HOLDIN | 0.4% | New | 3,354,390 | $15.8M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CLEAR CHANNEL OUTDOOR HLDGS | 3,354,390 | $17.9M |
| BNEDUSD BARNES & NOBLE EDUCATION INC | 4,260,401 | $17.9M |
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.