Abrams Capital Management as of March 31, 2020
Portfolio Holdings for Abrams Capital Management
Abrams Capital Management holds 22 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| PG&E Corporation (PCG) | 8.8 | $225M | 25M | 8.99 | |
| Allergan | 8.6 | $219M | 1.2M | 177.10 | |
| Teva Pharmaceutical Industries (TEVA) | 8.5 | $216M | 24M | 8.98 | |
| Facebook Inc cl a (META) | 7.9 | $201M | 1.2M | 166.80 | |
| Willis Towers Watson (WTW) | 7.3 | $186M | 1.1M | 169.85 | |
| Lithia Motors (LAD) | 7.2 | $182M | 2.2M | 81.79 | |
| TransDigm Group Incorporated (TDG) | 6.8 | $173M | 539k | 320.19 | |
| Alphabet Inc Class A cs (GOOGL) | 6.7 | $170M | 146k | 1161.95 | |
| Amer (UHAL) | 6.4 | $163M | 561k | 290.55 | |
| Franklin Resources (BEN) | 6.4 | $162M | 9.7M | 16.69 | |
| Kinder Morgan (KMI) | 5.4 | $137M | 9.8M | 13.92 | |
| Asbury Automotive (ABG) | 4.6 | $117M | 2.1M | 55.23 | |
| Rts/bristol-myers Squibb Compa | 3.5 | $88M | 23M | 3.80 | |
| Energy Transfer Equity (ET) | 2.4 | $62M | 14M | 4.60 | |
| O-i Glass (OI) | 1.9 | $49M | 6.9M | 7.11 | |
| Akebia Therapeutics (AKBA) | 1.7 | $43M | 5.7M | 7.58 | |
| Transmedics Group (TMDX) | 1.7 | $42M | 3.5M | 12.08 | |
| Suburban Propane Partners (SPH) | 1.5 | $38M | 2.7M | 14.14 | |
| Camping World Hldgs (CWH) | 1.4 | $35M | 6.1M | 5.69 | |
| Sculptor Capital Management | 1.1 | $28M | 2.1M | 13.54 | |
| Pacific Drilling (PACDQ) | 0.1 | $3.2M | 7.4M | 0.43 | |
| Clear Channel Outdoor Holdings (CCO) | 0.1 | $2.1M | 3.4M | 0.64 |
