Abrams Capital Management, L.P.
David Abrams · As of Q3 2019 · filed Nov 14, 2019
| CELG CELGENE CORP | 18.8% | Held | 6,752,869 | $670.6M |
| LAD LITHIA MOTORS INC | 8.5% | Held | 2,300,000 | $304.5M |
| BEN FRANKLIN TEMPLETON INC | 7.9% | Held | 9,772,486 | $282.0M |
| PCG P G & E CORP | 7.0% | Held | 25,000,000 | $250.0M |
| AABAUSD ALTABA INC | 6.9% | New | 12,650,000 | $246.4M |
| UHAL U-HAUL HOLDING CO | 6.1% | Held | 561,258 | $218.9M |
| WTW WILLIS TOWERS WATSON PLC | 6.0% | Held | 1,109,811 | $214.2M |
| ORLY O'REILLY AUTOMOTIVE INC | 6.0% | Held | 533,886 | $212.8M |
| ABG ASBURY AUTOMOTIVE GROUP | 5.5% | Held | 1,902,528 | $194.7M |
| META META PLATFORMS INC-CLASS A | 5.1% | Held | 1,024,723 | $182.5M |
| KMI KINDER MORGAN INC | 4.9% | Held | 8,529,816 | $175.8M |
| TEVA TEVA PHARMACEUTICAL-SP ADR | 4.6% | Added +33.2% | 24,046,356 | $165.4M |
| GOOGL ALPHABET INC-CL A | 4.2% | Held | 124,117 | $151.6M |
| TMDX TRANSMEDICS GROUP INC | 2.3% | Held | 3,499,859 | $80.4M |
| SPH SUBURBAN PROPANE PARTNERS LP | 2.0% | Held | 2,988,346 | $70.6M |
| CWH CAMPING WORLD HOLDINGS INC-A | 1.4% | Added +6.8% | 5,458,626 | $48.6M |
| 35OB SCULPTOR CAPITAL MANAGEMENT | 1.2% | New | 2,223,860 | $43.3M |
| PACDEUR PACIFIC DRILLING SA | 0.8% | Held | 7,414,537 | $29.0M |
| AKBA AKEBIA THERAPEUTICS INC | 0.6% | Held | 5,656,462 | $22.2M |
| CCO CLEAR CHANNEL OUTDOOR HOLDIN | 0.2% | Held | 3,354,390 | $8.5M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| OCH ZIFF CPTL MANGEMNT GRP I | 2,223,860 | $51.1M |
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.