Abrams Capital Management, L.P.
David Abrams · As of Q4 2023 · filed Feb 9, 2024
| LAD LITHIA MOTORS INC | 24.5% | Held | 2,391,188 | $787.4M |
| ABG ASBURY AUTOMOTIVE GROUP | 14.7% | Held | 2,108,540 | $474.4M |
| GOOGL ALPHABET INC-CL A | 10.1% | Held | 2,322,340 | $324.4M |
| UHAL/B U-HAUL HOLDING CO-NON VOTING | 8.0% | Held | 3,663,243 | $258.0M |
| META META PLATFORMS INC-CLASS A | 7.8% | Reduced −23.4% | 711,550 | $251.9M |
| ET ENERGY TRANSFER LP | 7.6% | Held | 17,834,322 | $246.1M |
| CPNG COUPANG INC | 6.5% | Held | 13,017,964 | $210.8M |
| WTW WILLIS TOWERS WATSON PLC | 6.0% | Held | 806,836 | $194.6M |
| SGI SOMNIGROUP INTERNATIONAL INC | 5.7% | Held | 3,600,000 | $183.5M |
| CWH CAMPING WORLD HOLDINGS INC-A | 4.2% | Held | 5,108,808 | $134.2M |
| TEVA TEVA PHARMACEUTICAL-SP ADR | 1.9% | Reduced −24.7% | 5,996,836 | $62.6M |
| UTE0 CANTALOUPE INC | 1.7% | Held | 7,180,000 | $53.2M |
| UHAL U-HAUL HOLDING CO | 0.9% | Held | 407,027 | $29.2M |
| NUVB NUVATION BIO INC | 0.2% | Held | 3,811,513 | $5.8M |
| USCB USCB FINANCIAL HOLDINGS INC | 0.1% | Reduced −76.9% | 149,786 | $1.8M |
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.