Abrams Capital Management, L.P.
David Abrams · As of Q2 2023 · filed Aug 14, 2023
| LAD LITHIA MOTORS INC | 20.6% | Held | 2,351,068 | $715.0M |
| ABG ASBURY AUTOMOTIVE GROUP | 14.6% | Held | 2,108,540 | $506.9M |
| META META PLATFORMS INC-CLASS A | 9.4% | Reduced −47.1% | 1,138,126 | $326.6M |
| TDG TRANSDIGM GROUP INC | 8.0% | Reduced −14.6% | 312,747 | $279.6M |
| GOOGL ALPHABET INC-CL A | 8.0% | Reduced −0.7% | 2,322,340 | $278.0M |
| CPNG COUPANG INC | 6.5% | Reduced −3.1% | 13,017,964 | $226.5M |
| ET ENERGY TRANSFER LP | 6.5% | Held | 17,834,322 | $226.5M |
| WTW WILLIS TOWERS WATSON PLC | 5.5% | Held | 806,836 | $190.0M |
| UHAL/B U-HAUL HOLDING CO-NON VOTING | 5.3% | Held | 3,663,243 | $185.6M |
| CWH CAMPING WORLD HOLDINGS INC-A | 4.4% | Held | 5,108,808 | $153.8M |
| SGI SOMNIGROUP INTERNATIONAL INC | 4.1% | Held | 3,600,000 | $144.3M |
| HZNPN HORIZON THERAPEUTICS PLC | 2.6% | New | 890,993 | $91.6M |
| TEVA TEVA PHARMACEUTICAL-SP ADR | 1.7% | Held | 7,966,433 | $60.0M |
| UTE0 CANTALOUPE INC | 1.6% | Held | 7,180,000 | $57.2M |
| UHAL U-HAUL HOLDING CO | 0.6% | Held | 407,027 | $22.5M |
| NUVB NUVATION BIO INC | 0.2% | Held | 3,811,513 | $6.9M |
| USCB USCB FINANCIAL HOLDINGS INC | 0.2% | Held | 649,085 | $6.6M |
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.