Abrams Capital Management, L.P.
David Abrams · As of Q3 2021 · filed Nov 12, 2021
| LAD LITHIA MOTORS INC | 16.3% | Held | 2,351,068 | $745.4M |
| ABG ASBURY AUTOMOTIVE GROUP | 9.1% | Held | 2,118,216 | $416.7M |
| META META PLATFORMS INC-CLASS A | 8.9% | Held | 1,205,043 | $409.0M |
| GOOGL ALPHABET INC-CL A | 8.5% | Held | 146,440 | $391.5M |
| UHAL U-HAUL HOLDING CO | 7.9% | Held | 561,258 | $362.6M |
| CHNGUSD CHANGE HEALTHCARE INC | 7.8% | Added +21.8% | 16,978,220 | $355.5M |
| TDG TRANSDIGM GROUP INC | 7.3% | Held | 539,305 | $336.8M |
| WTW WILLIS TOWERS WATSON PLC | 5.5% | Held | 1,094,001 | $254.3M |
| TEVA TEVA PHARMACEUTICAL-SP ADR | 5.1% | Held | 24,046,356 | $234.2M |
| ET ENERGY TRANSFER LP | 4.6% | Held | 22,124,322 | $212.0M |
| KMI KINDER MORGAN INC | 4.6% | Held | 12,476,200 | $208.7M |
| CWH CAMPING WORLD HOLDINGS INC-A | 4.3% | Held | 5,108,808 | $198.6M |
| SGI SOMNIGROUP INTERNATIONAL INC | 3.6% | New | 3,600,000 | $167.1M |
| CPNG COUPANG INC | 2.7% | New | 4,414,276 | $122.9M |
| OI O-I GLASS INC | 2.2% | Held | 6,934,144 | $99.0M |
| NUVB NUVATION BIO INC | 0.8% | Held | 3,811,513 | $37.9M |
| UTE0 CANTALOUPE INC | 0.5% | Held | 2,090,000 | $22.5M |
| U S CENTY BK DORAL FLA | 0.2% | New | 859,354 | $10.5M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| PCG P G & E CORP | 21,177,838 | $215.4M |
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.