Abrams Capital Management, L.P.
David Abrams · As of Q2 2021 · filed Aug 13, 2021
| LAD LITHIA MOTORS INC | 18.0% | Held | 2,351,068 | $807.9M |
| META META PLATFORMS INC-CLASS A | 9.3% | Held | 1,205,043 | $419.0M |
| ABG ASBURY AUTOMOTIVE GROUP | 8.1% | Held | 2,118,216 | $363.0M |
| GOOGL ALPHABET INC-CL A | 7.9% | Held | 146,440 | $357.6M |
| TDG TRANSDIGM GROUP INC | 7.8% | Held | 539,305 | $349.1M |
| UHAL U-HAUL HOLDING CO | 7.4% | Held | 561,258 | $330.8M |
| CHNGUSD CHANGE HEALTHCARE INC | 7.1% | Added +12.5% | 13,943,869 | $321.3M |
| WTW WILLIS TOWERS WATSON PLC | 5.6% | Held | 1,094,001 | $251.6M |
| TEVA TEVA PHARMACEUTICAL-SP ADR | 5.3% | Held | 24,046,356 | $238.1M |
| ET ENERGY TRANSFER LP | 5.2% | Held | 22,124,322 | $235.2M |
| KMI KINDER MORGAN INC | 5.1% | Held | 12,476,200 | $227.4M |
| PCG P G & E CORP | 4.8% | Reduced −6.9% | 21,177,838 | $215.4M |
| CWH CAMPING WORLD HOLDINGS INC-A | 4.7% | Held | 5,108,808 | $209.4M |
| OI O-I GLASS INC | 2.5% | Held | 6,934,144 | $113.2M |
| NUVB NUVATION BIO INC | 0.8% | Held | 3,811,513 | $35.5M |
| UTE0 CANTALOUPE INC | 0.6% | New | 2,090,000 | $24.8M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| USATEUR CANTALOUPE INC | 2,090,000 | $22.3M |
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.