Abrams Capital Management, L.P.
David Abrams · As of Q4 2021 · filed Feb 11, 2022
| LAD LITHIA MOTORS INC | 15.3% | Held | 2,351,068 | $698.1M |
| GOOGL ALPHABET INC-CL A | 9.3% | Held | 146,440 | $424.2M |
| META META PLATFORMS INC-CLASS A | 8.9% | Held | 1,205,043 | $405.3M |
| ABG ASBURY AUTOMOTIVE GROUP | 8.0% | Held | 2,118,216 | $365.9M |
| CHNGUSD CHANGE HEALTHCARE INC | 8.0% | Held | 16,978,220 | $363.0M |
| TDG TRANSDIGM GROUP INC | 7.5% | Held | 539,305 | $343.1M |
| UHAL U-HAUL HOLDING CO | 7.1% | Reduced −20.2% | 447,978 | $325.3M |
| CPNG COUPANG INC | 6.2% | Added +119.6% | 9,694,810 | $284.8M |
| WTW WILLIS TOWERS WATSON PLC | 5.6% | Reduced −2.3% | 1,068,745 | $253.8M |
| CWH CAMPING WORLD HOLDINGS INC-A | 4.5% | Held | 5,108,808 | $206.4M |
| KMI KINDER MORGAN INC | 4.3% | Held | 12,476,200 | $197.9M |
| TEVA TEVA PHARMACEUTICAL-SP ADR | 4.2% | Held | 24,046,356 | $192.6M |
| ET ENERGY TRANSFER LP | 4.0% | Held | 22,124,322 | $182.1M |
| SGI SOMNIGROUP INTERNATIONAL INC | 3.7% | Held | 3,600,000 | $169.3M |
| OI O-I GLASS INC | 1.8% | Held | 6,934,144 | $83.4M |
| NUVB NUVATION BIO INC | 0.7% | Held | 3,811,513 | $32.4M |
| UTE0 CANTALOUPE INC | 0.4% | Held | 2,090,000 | $18.6M |
| USCB USCB FINANCIAL HOLDINGS INC | 0.3% | New | 859,354 | $12.0M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| U S CENTY BK DORAL FLA | 859,354 | $10.5M |
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.