whalepapers
Investors/ Abrams Capital Management, L.P./ Q2 2024

Abrams Capital Management, L.P.

David Abrams · As of Q2 2024 · filed Aug 9, 2024

LOAR LOAR HOLDINGS INC
40.1%
New 38,434,378 $2.05B
LAD LITHIA MOTORS INC
11.8%
Held 2,391,188 $603.7M
ABG ASBURY AUTOMOTIVE GROUP
9.4%
Held 2,108,540 $480.5M
GOOGL ALPHABET INC-CL A
7.4%
Held 2,067,195 $376.5M
META META PLATFORMS INC-CLASS A
6.1%
Held 620,547 $312.9M
ET ENERGY TRANSFER LP
5.7%
Held 17,834,322 $289.3M
CPNG COUPANG INC
5.3%
Held 13,017,964 $272.7M
UHAL/B U-HAUL HOLDING CO-NON VOTING
4.2%
Held 3,545,220 $212.8M
WTW WILLIS TOWERS WATSON PLC
3.7%
Held 720,779 $188.9M
SGI SOMNIGROUP INTERNATIONAL INC
3.3%
Held 3,600,000 $170.4M
CWH CAMPING WORLD HOLDINGS INC-A
1.8%
Held 5,108,808 $91.2M
UTE0 CANTALOUPE INC
0.9%
Held 7,180,000 $47.4M
NUVB NUVATION BIO INC
0.2%
Held 3,811,513 $11.1M
UHAL U-HAUL HOLDING CO
0.1%
Reduced −72.9% 75,005 $4.6M

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.