Abrams Capital Management, L.P.
David Abrams · As of Q4 2022 · filed Feb 10, 2023
| LAD LITHIA MOTORS INC | 17.2% | Held | 2,351,068 | $481.4M |
| ABG ASBURY AUTOMOTIVE GROUP | 13.5% | Held | 2,118,216 | $379.7M |
| META META PLATFORMS INC-CLASS A | 9.3% | Added +80.6% | 2,176,734 | $261.9M |
| TDG TRANSDIGM GROUP INC | 8.2% | Reduced −32.1% | 366,187 | $230.6M |
| ET ENERGY TRANSFER LP | 7.5% | Reduced −19.0% | 17,834,322 | $211.7M |
| GOOGL ALPHABET INC-CL A | 7.4% | Reduced −19.6% | 2,339,440 | $206.4M |
| UHAL/B U-HAUL HOLDING CO-NON VOTING | 7.2% | New | 3,663,243 | $201.4M |
| CPNG COUPANG INC | 7.1% | Added +0.3% | 13,439,964 | $197.7M |
| WTW WILLIS TOWERS WATSON PLC | 7.0% | Reduced −24.5% | 806,836 | $197.3M |
| TEVA TEVA PHARMACEUTICAL-SP ADR | 5.2% | Reduced −33.3% | 15,932,865 | $145.3M |
| SGI SOMNIGROUP INTERNATIONAL INC | 4.4% | Held | 3,600,000 | $123.6M |
| CWH CAMPING WORLD HOLDINGS INC-A | 4.1% | Held | 5,108,808 | $114.0M |
| UHAL U-HAUL HOLDING CO | 0.9% | Reduced −3.8% | 407,027 | $24.5M |
| UTE0 CANTALOUPE INC | 0.5% | Held | 3,090,000 | $13.4M |
| USCB USCB FINANCIAL HOLDINGS INC | 0.3% | Reduced −23.2% | 649,085 | $7.9M |
| NUVB NUVATION BIO INC | 0.3% | Held | 3,811,513 | $7.3M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CHNGUSD CHANGE HEALTHCARE INC | 15,908,220 | $437.3M |
| OI O-I GLASS INC | 6,934,144 | $89.8M |
| KMI KINDER MORGAN INC | 3,377,688 | $56.2M |
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.