Abrams Capital Management, L.p. (David Abrams)
Basic Stats
Market Value
3.20B
Top 10 (%)
97.54%
Portfolio Size
13 (-2)
Avg. Holding Period
19 years
Turnover
0.15%
Industry Breakdown
Retail-auto Dealers & Gasoline Stations
42.43%
Services-computer Programming, Data Processing, Etc.
19.15%
Natural Gas Transmission
8.76%
Services-auto Rental & Leasing (no Drivers)
7.97%
Retail-catalog & Mail-order Houses
7.23%
Household Furniture
6.39%
6.19%
Calculating & Accounting Machines (no Electronic Computers)
1.44%
Pharmaceutical Preparations
0.43%
Company | Ticker | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 Lithia Mtrs Inc | LAD | 719.41M | 22.47% | 2.39M | — | — | $295.77 | 8.70% |
 Asbury Automotive Group Inc | ABG | 497.15M | 15.53% | 2.11M | — | — | $234.35 | 10.39% |
 Alphabet Inc | GOOGL | 312.00M | 9.74% | 2.07M | -10.99% | -255.15K | $155.49 | 0.02% |
 Meta Platforms Inc | META | 301.33M | 9.41% | 620.55K | -12.79% | -91.00K | $491.35 | 0.02% |
 Energy Transfer L P | ET | 280.53M | 8.76% | 17.83M | — | — | $15.69 | 0.53% |
 U Haul Holding Company | UHAL | 236.40M | 7.38% | 3.55M | -3.22% | -118.02K | $68.06 | 1.81% |
 Coupang Inc | CPNG | 231.59M | 7.23% | 13.02M | — | — | $18.20 | 0.73% |
 Tempur Sealy Intl Inc | TPX | 204.55M | 6.39% | 3.60M | — | — | $55.51 | 2.07% |
 Willis Towers Watson Plc Ltd | 198.21M | 6.19% | 720.78K | -10.67% | -86.06K | $275.00 | — | |
 Camping World Hldgs Inc | CWH | 142.28M | 4.44% | 5.11M | — | — | $27.95 | 11.34% |
 Cantaloupe Inc | CTLP | 46.17M | 1.44% | 7.18M | — | — | $6.32 | 9.87% |
U Haul Holding Company | UHAL | 18.71M | 0.58% | 277.01K | -31.94% | -130.02K | $68.06 | 0.14% |
 Nuvation Bio Inc | NUVB | 13.87M | 0.43% | 3.81M | — | — | $3.69 | 1.74% |
 Teva Pharmaceutical Inds Ltd | TEVA | — | — | — | Sold Out | -6.00M | $14.93 | — |
 Uscb Financial Holdings Inc | USCB | — | — | — | Sold Out | -149.79K | $14.00 | — |
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