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Abrams Capital

Superinvestor

Abrams Capital Management, L.P.

SEC CIK
0001358706
Manager
David Abrams
Style
Value
Latest filing
Aug 13, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 12, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
18
+2 vs. Q2 2021
Portfolio value
$4.59B
+$85.9M (+1.9%) vs. Q2 2021
Filed
Nov 12, 2021
SEC
Holdings of Abrams Capital in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
LADLithia Motors IncCOM2,351,068$745.4M16.3%00.0%UnchangedHistory
ABGAsbury Automotive Group IncCOM2,118,216$416.7M9.1%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock1,205,043$409.0M8.9%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock146,440$391.5M8.5%00.0%UnchangedHistory
UHALU-Haul Holding CoCOM561,258$362.6M7.9%00.0%UnchangedHistory
CHNGChange Healthcare Inc.COM16,978,220$355.5M7.8%+3,034,351+21.8%AddedHistory
TDGTransDigm Group INCCOM539,305$336.8M7.3%00.0%UnchangedHistory
WTWWillis Towers Watson PLCSHS1,094,001$254.3M5.5%00.0%UnchangedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS24,046,356$234.2M5.1%00.0%UnchangedHistory
ETEnergy Transfer LPCOM UT LTD PTN22,124,322$212.0M4.6%00.0%UnchangedHistory
KMIKinder Morgan, Inc.Stock12,476,200$208.7M4.6%00.0%UnchangedHistory
CWHCamping World Holdings, Inc.CL A5,108,808$198.6M4.3%00.0%UnchangedHistory
SGISomnigroup International Inc.COM3,600,000$167.1M3.6%+3,600,000NewHistory
CPNGCoupang, Inc.CL A4,414,276$122.9M2.7%+4,414,276NewHistory
OIO-I Glass, Inc.COM6,934,144$99.0M2.2%00.0%UnchangedHistory
NUVBNuvation Bio Inc.COM CL A3,811,513$37.9M0.8%00.0%UnchangedHistory
CTLPCantaloupe, Inc.COM2,090,000$22.5M0.5%00.0%UnchangedHistory
USCBUscb Financial Holdings, Inc.CLASS A COM859,354$10.5M0.2%+859,354NewHistory

Sold out since Q2 2021 (1)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Abrams Capital sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
PCGPG&E CorpStock21,177,838$215.4M4.8%History