whalepapers
Investors/ Abrams Capital Management, L.P./ Q3 2024

Abrams Capital Management, L.P.

David Abrams · As of Q3 2024 · filed Nov 8, 2024

LOAR LOAR HOLDINGS INC
46.0%
Held 38,434,378 $2.87B
LAD LITHIA MOTORS INC
12.2%
Held 2,391,188 $759.5M
ABG ASBURY AUTOMOTIVE GROUP
8.1%
Held 2,108,540 $503.1M
META META PLATFORMS INC-CLASS A
5.7%
Held 620,547 $355.2M
GOOGL ALPHABET INC-CL A
5.5%
Held 2,067,195 $342.8M
CPNG COUPANG INC
5.1%
Held 13,017,964 $319.6M
ET ENERGY TRANSFER LP
4.6%
Held 17,834,322 $286.2M
UHAL/B U-HAUL HOLDING CO-NON VOTING
3.9%
Reduced −4.0% 3,403,736 $245.1M
WTW WILLIS TOWERS WATSON PLC
3.4%
Held 720,779 $212.3M
SGI SOMNIGROUP INTERNATIONAL INC
3.2%
Held 3,600,000 $196.6M
CWH CAMPING WORLD HOLDINGS INC-A
1.2%
Reduced −39.1% 3,108,808 $75.3M
UTE0 CANTALOUPE INC
0.9%
Held 7,180,000 $53.1M
NUVB NUVATION BIO INC
0.1%
Held 3,811,513 $8.7M
UHAL U-HAUL HOLDING CO
0.0%
Reduced −51.5% 36,401 $2.8M

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.