Abrams Capital Management, L.P.
David Abrams · As of Q2 2022 · filed Aug 12, 2022
| LAD LITHIA MOTORS INC | 17.4% | Held | 2,351,068 | $646.1M |
| CHNGUSD CHANGE HEALTHCARE INC | 10.5% | Held | 16,978,220 | $391.5M |
| ABG ASBURY AUTOMOTIVE GROUP | 9.6% | Held | 2,118,216 | $358.7M |
| GOOGL ALPHABET INC-CL A | 8.6% | Held | 146,440 | $319.1M |
| TDG TRANSDIGM GROUP INC | 7.8% | Held | 539,305 | $289.4M |
| ET ENERGY TRANSFER LP | 5.9% | Held | 22,124,322 | $220.8M |
| WTW WILLIS TOWERS WATSON PLC | 5.7% | Held | 1,068,745 | $211.0M |
| KMI KINDER MORGAN INC | 5.6% | Held | 12,476,200 | $209.1M |
| UHAL U-HAUL HOLDING CO | 5.4% | Held | 422,917 | $202.3M |
| META META PLATFORMS INC-CLASS A | 5.2% | Held | 1,205,043 | $194.3M |
| TEVA TEVA PHARMACEUTICAL-SP ADR | 4.9% | Held | 24,046,356 | $180.8M |
| CPNG COUPANG INC | 4.7% | Held | 13,603,071 | $173.4M |
| CWH CAMPING WORLD HOLDINGS INC-A | 3.0% | Held | 5,108,808 | $110.3M |
| OI O-I GLASS INC | 2.6% | Held | 6,934,144 | $97.1M |
| SGI SOMNIGROUP INTERNATIONAL INC | 2.1% | Held | 3,600,000 | $76.9M |
| UTE0 CANTALOUPE INC | 0.5% | Held | 3,090,000 | $17.3M |
| NUVB NUVATION BIO INC | 0.3% | Held | 3,811,513 | $12.3M |
| USCB USCB FINANCIAL HOLDINGS INC | 0.3% | Held | 859,354 | $9.9M |
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.