Abrams Capital Management, L.P.
David Abrams · As of Q4 2018 · filed Feb 14, 2019
| BEN FRANKLIN TEMPLETON INC | 12.3% | Added +0.9% | 10,037,706 | $297.7M |
| ORLY O'REILLY AUTOMOTIVE INC | 12.2% | Reduced −2.6% | 859,981 | $296.1M |
| TEVA TEVA PHARMACEUTICAL-SP ADR | 11.8% | Reduced −5.1% | 18,522,372 | $285.6M |
| UHAL U-HAUL HOLDING CO | 7.8% | Held | 576,045 | $189.0M |
| WU WESTERN UNION CO | 7.4% | Reduced −50.7% | 10,434,763 | $178.0M |
| LAD LITHIA MOTORS INC | 7.3% | Added +15.0% | 2,300,000 | $175.6M |
| WTW WILLIS TOWERS WATSON PLC | 7.0% | Reduced −6.2% | 1,109,811 | $168.5M |
| KMI KINDER MORGAN INC | 5.6% | Held | 8,761,405 | $134.8M |
| META META PLATFORMS INC-CLASS A | 5.4% | New | 999,649 | $131.0M |
| GOOGL ALPHABET INC-CL A | 5.4% | Held | 124,117 | $129.7M |
| ABG ASBURY AUTOMOTIVE GROUP | 5.2% | Added +20.0% | 1,902,528 | $126.8M |
| PACDEUR PACIFIC DRILLING SA | 4.1% | New | 7,414,537 | $99.0M |
| SPH SUBURBAN PROPANE PARTNERS LP | 2.4% | Held | 2,988,346 | $57.6M |
| CWH CAMPING WORLD HOLDINGS INC-A | 1.8% | Added +65.7% | 3,858,808 | $44.3M |
| AKBA AKEBIA THERAPEUTICS INC | 1.3% | Added +405.4% | 5,656,462 | $31.3M |
| BNEDUSD BARNES & NOBLE EDUCATION INC | 1.0% | Held | 5,872,465 | $23.5M |
| OCH ZIFF CAP MGMT GROUP | 0.8% | Held | 22,238,592 | $20.5M |
| CLEAR CHANNEL OUTDOOR HLDGS | 0.7% | Held | 3,354,390 | $17.4M |
| GLOBAL EAGLE ENTMT INC | 0.6% | Reduced −6.9% | 6,069,147 | $13.5M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| SHIRE PLC | 2,247,133 | $407.3M |
| EXPRESS SCRIPTS HLDG CO | 3,192,304 | $303.3M |
| AABAUSD ALTABA INC | 3,769,842 | $256.8M |
| AETNA INC NEW | 823,555 | $167.1M |
| KERYX BIOPHARMACEUTICALS INC | 9,108,867 | $31.0M |
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.