Abrams Capital Management as of June 30, 2023
Portfolio Holdings for Abrams Capital Management
Abrams Capital Management holds 17 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lithia Motors (LAD) | 20.6 | $715M | 2.4M | 304.11 | |
| Asbury Automotive (ABG) | 14.6 | $507M | 2.1M | 240.42 | |
| Meta Platforms Cl A (META) | 9.4 | $327M | 1.1M | 286.98 | |
| TransDigm Group Incorporated (TDG) | 8.0 | $280M | 313k | 894.17 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.0 | $278M | 2.3M | 119.70 | |
| Coupang Cl A (CPNG) | 6.5 | $227M | 13M | 17.40 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 6.5 | $227M | 18M | 12.70 | |
| Willis Towers Watson SHS (WTW) | 5.5 | $190M | 807k | 235.50 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 5.3 | $186M | 3.7M | 50.67 | |
| Camping World Hldgs Cl A (CWH) | 4.4 | $154M | 5.1M | 30.10 | |
| Tempur-Pedic International (TPX) | 4.1 | $144M | 3.6M | 40.07 | |
| Horizon Therapeutics Pub L SHS | 2.6 | $92M | 891k | 102.85 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 1.7 | $60M | 8.0M | 7.53 | |
| Cantaloupe (CTLP) | 1.6 | $57M | 7.2M | 7.96 | |
| Amer (UHAL) | 0.6 | $23M | 407k | 55.32 | |
| Nuvation Bio Com Cl A (NUVB) | 0.2 | $6.9M | 3.8M | 1.80 | |
| Uscb Financial Holdings Class A Com (USCB) | 0.2 | $6.6M | 649k | 10.20 |
