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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 Q4 2021

Holdings as of Dec 31, 2021, filed Feb 11, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
18
0 vs. Q3 2021
Portfolio value
$4.56B
−$26.8M (−0.6%) vs. Q3 2021
Filed
Feb 11, 2022
SEC
Holdings of Abrams Capital in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
LADLithia Motors IncCOM2,351,068$698.1M15.3%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock146,440$424.2M9.3%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock1,205,043$405.3M8.9%00.0%UnchangedHistory
ABGAsbury Automotive Group IncCOM2,118,216$365.9M8.0%00.0%UnchangedHistory
CHNGChange Healthcare Inc.COM16,978,220$363.0M8.0%00.0%UnchangedHistory
TDGTransDigm Group INCCOM539,305$343.1M7.5%00.0%UnchangedHistory
UHALU-Haul Holding CoCOM447,978$325.3M7.1%−113,280−20.2%ReducedHistory
CPNGCoupang, Inc.CL A9,694,810$284.8M6.2%+5,280,534+119.6%AddedHistory
WTWWillis Towers Watson PLCSHS1,068,745$253.8M5.6%−25,256−2.3%ReducedHistory
CWHCamping World Holdings, Inc.CL A5,108,808$206.4M4.5%00.0%UnchangedHistory
KMIKinder Morgan, Inc.Stock12,476,200$197.9M4.3%00.0%UnchangedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS24,046,356$192.6M4.2%00.0%UnchangedHistory
ETEnergy Transfer LPCOM UT LTD PTN22,124,322$182.1M4.0%00.0%UnchangedHistory
SGISomnigroup International Inc.COM3,600,000$169.3M3.7%00.0%UnchangedHistory
OIO-I Glass, Inc.COM6,934,144$83.4M1.8%00.0%UnchangedHistory
NUVBNuvation Bio Inc.COM CL A3,811,513$32.4M0.7%00.0%UnchangedHistory
CTLPCantaloupe, Inc.COM2,090,000$18.6M0.4%00.0%UnchangedHistory
USCBUscb Financial Holdings, Inc.CLASS A COM859,354$12.0M0.3%00.0%UnchangedHistory