Abrams Capital Management as of March 31, 2019
Portfolio Holdings for Abrams Capital Management
Abrams Capital Management holds 19 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celgene Corporation | 17.9 | $637M | 6.8M | 94.34 | |
| PG&E Corporation (PCG) | 12.5 | $445M | 25M | 17.80 | |
| Franklin Resources (BEN) | 9.1 | $324M | 9.8M | 33.14 | |
| O'reilly Automotive (ORLY) | 8.2 | $291M | 748k | 388.30 | |
| Teva Pharmaceutical Industries (TEVA) | 8.0 | $283M | 18M | 15.68 | |
| Lithia Motors (LAD) | 6.0 | $213M | 2.3M | 92.75 | |
| Amer (UHAL) | 5.9 | $209M | 561k | 371.51 | |
| Willis Towers Watson (WTW) | 5.5 | $195M | 1.1M | 175.65 | |
| Facebook Inc cl a (META) | 4.8 | $171M | 1.0M | 166.69 | |
| Kinder Morgan (KMI) | 4.8 | $171M | 8.5M | 20.01 | |
| Alphabet Inc Class A cs (GOOGL) | 4.1 | $146M | 124k | 1176.89 | |
| Asbury Automotive (ABG) | 3.7 | $132M | 1.9M | 69.36 | |
| Pacific Drilling (PACDQ) | 2.9 | $105M | 7.4M | 14.10 | |
| Suburban Propane Partners (SPH) | 1.9 | $67M | 3.0M | 22.41 | |
| Camping World Hldgs (CWH) | 1.5 | $55M | 3.9M | 13.91 | |
| Akebia Therapeutics (AKBA) | 1.3 | $46M | 5.7M | 8.19 | |
| Och-ziff Capital Managemen-a cl a | 1.0 | $37M | 2.2M | 16.41 | |
| Clear Channel Outdoor Holdings | 0.5 | $18M | 3.4M | 5.35 | |
| Barnes & Noble Ed (BNED) | 0.5 | $18M | 4.3M | 4.20 |
