Abrams Capital Management as of Sept. 30, 2019
Portfolio Holdings for Abrams Capital Management
Abrams Capital Management holds 20 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celgene Corporation | 18.8 | $671M | 6.8M | 99.30 | |
| Lithia Motors (LAD) | 8.5 | $305M | 2.3M | 132.38 | |
| Franklin Resources (BEN) | 7.9 | $282M | 9.8M | 28.86 | |
| PG&E Corporation (PCG) | 7.0 | $250M | 25M | 10.00 | |
| Altaba | 6.9 | $246M | 13M | 19.48 | |
| Amer (UHAL) | 6.1 | $219M | 561k | 390.04 | |
| Willis Towers Watson (WTW) | 6.0 | $214M | 1.1M | 192.97 | |
| O'reilly Automotive (ORLY) | 6.0 | $213M | 534k | 398.51 | |
| Asbury Automotive (ABG) | 5.5 | $195M | 1.9M | 102.33 | |
| Facebook Inc cl a (META) | 5.1 | $183M | 1.0M | 178.08 | |
| Kinder Morgan (KMI) | 4.9 | $176M | 8.5M | 20.61 | |
| Teva Pharmaceutical Industries (TEVA) | 4.6 | $165M | 24M | 6.88 | |
| Alphabet Inc Class A cs (GOOGL) | 4.2 | $152M | 124k | 1221.14 | |
| Transmedics Group (TMDX) | 2.2 | $80M | 3.5M | 22.98 | |
| Suburban Propane Partners (SPH) | 2.0 | $71M | 3.0M | 23.63 | |
| Camping World Hldgs (CWH) | 1.4 | $49M | 5.5M | 8.90 | |
| Sculptor Capital Management | 1.2 | $43M | 2.2M | 19.48 | |
| Pacific Drilling (PACDQ) | 0.8 | $29M | 7.4M | 3.91 | |
| Akebia Therapeutics (AKBA) | 0.6 | $22M | 5.7M | 3.92 | |
| Clear Channel Outdoor Holdings (CCO) | 0.2 | $8.5M | 3.4M | 2.52 |
