Abrams Capital Management as of Sept. 30, 2023
Portfolio Holdings for Abrams Capital Management
Abrams Capital Management holds 15 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Lithia Motors (LAD) | 23.3 | $706M | 2.4M | 295.33 | |
Asbury Automotive (ABG) | 16.0 | $485M | 2.1M | 230.07 | |
Alphabet Cap Stk Cl A (GOOGL) | 10.0 | $304M | 2.3M | 130.86 | |
Meta Platforms Cl A (META) | 9.2 | $279M | 929k | 300.21 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 8.3 | $250M | 18M | 14.03 | |
Coupang Cl A (CPNG) | 7.3 | $221M | 13M | 17.00 | |
U Haul Holding Company Com Ser N (UHAL.B) | 6.3 | $192M | 3.7M | 52.39 | |
Willis Towers Watson SHS (WTW) | 5.6 | $169M | 807k | 208.96 | |
Tempur-Pedic International (TPX) | 5.2 | $156M | 3.6M | 43.34 | |
Camping World Hldgs Cl A (CWH) | 3.4 | $104M | 5.1M | 20.41 | |
Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 2.7 | $81M | 8.0M | 10.20 | |
Cantaloupe (CTLP) | 1.5 | $45M | 7.2M | 6.25 | |
Amer (UHAL) | 0.7 | $22M | 407k | 54.57 | |
Uscb Financial Holdings Class A Com (USCB) | 0.2 | $6.8M | 649k | 10.51 | |
Nuvation Bio Com Cl A (NUVB) | 0.2 | $5.1M | 3.8M | 1.34 |