Abrams Capital Management, L.P.
David Abrams · As of Q3 2022 · filed Nov 10, 2022
| LAD LITHIA MOTORS INC | 14.5% | Held | 2,351,068 | $504.4M |
| CHNGUSD CHANGE HEALTHCARE INC | 12.6% | Reduced −6.3% | 15,908,220 | $437.3M |
| ABG ASBURY AUTOMOTIVE GROUP | 9.2% | Held | 2,118,216 | $320.1M |
| TDG TRANSDIGM GROUP INC | 8.2% | Held | 539,305 | $283.0M |
| GOOGL ALPHABET INC-CL A | 8.0% | Added +1887.6% | 2,910,600 | $278.4M |
| ET ENERGY TRANSFER LP | 7.0% | Reduced −0.5% | 22,019,322 | $242.9M |
| CPNG COUPANG INC | 6.4% | Reduced −1.5% | 13,395,026 | $223.3M |
| UHAL U-HAUL HOLDING CO | 6.2% | Held | 422,917 | $215.4M |
| WTW WILLIS TOWERS WATSON PLC | 6.2% | Held | 1,068,745 | $214.8M |
| TEVA TEVA PHARMACEUTICAL-SP ADR | 5.6% | Reduced −0.6% | 23,899,296 | $192.9M |
| META META PLATFORMS INC-CLASS A | 4.7% | Held | 1,205,043 | $163.5M |
| CWH CAMPING WORLD HOLDINGS INC-A | 3.7% | Held | 5,108,808 | $129.4M |
| OI O-I GLASS INC | 2.6% | Held | 6,934,144 | $89.8M |
| SGI SOMNIGROUP INTERNATIONAL INC | 2.5% | Held | 3,600,000 | $86.9M |
| KMI KINDER MORGAN INC | 1.6% | Reduced −72.9% | 3,377,688 | $56.2M |
| USCB USCB FINANCIAL HOLDINGS INC | 0.3% | Reduced −1.6% | 845,394 | $11.1M |
| UTE0 CANTALOUPE INC | 0.3% | Held | 3,090,000 | $10.8M |
| NUVB NUVATION BIO INC | 0.2% | Held | 3,811,513 | $8.5M |
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.