Abrams Capital Management as of March 31, 2023
Portfolio Holdings for Abrams Capital Management
Abrams Capital Management holds 16 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Lithia Motors (LAD) | 17.0 | $538M | 2.4M | 228.93 | |
Meta Platforms Cl A (META) | 14.4 | $456M | 2.2M | 211.94 | |
Asbury Automotive (ABG) | 14.0 | $443M | 2.1M | 210.00 | |
TransDigm Group Incorporated (TDG) | 8.5 | $270M | 366k | 737.05 | |
Alphabet Cap Stk Cl A (GOOGL) | 7.7 | $243M | 2.3M | 103.73 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 7.0 | $222M | 18M | 12.47 | |
Coupang Cl A (CPNG) | 6.8 | $215M | 13M | 16.00 | |
U Haul Holding Company Com Ser N (UHAL.B) | 6.0 | $190M | 3.7M | 51.85 | |
Willis Towers Watson SHS (WTW) | 5.9 | $188M | 807k | 232.38 | |
Tempur-Pedic International (TPX) | 4.5 | $142M | 3.6M | 39.49 | |
Camping World Hldgs Cl A (CWH) | 3.4 | $107M | 5.1M | 20.87 | |
Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 2.2 | $71M | 8.0M | 8.85 | |
Cantaloupe (CTLP) | 1.3 | $41M | 7.2M | 5.70 | |
Amer (UHAL) | 0.8 | $24M | 407k | 59.65 | |
Uscb Financial Holdings Class A Com (USCB) | 0.2 | $6.4M | 649k | 9.89 | |
Nuvation Bio Com Cl A (NUVB) | 0.2 | $6.3M | 3.8M | 1.66 |