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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 Q1 2022

Holdings as of Mar 31, 2022, filed May 13, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
18
0 vs. Q4 2021
Portfolio value
$4.28B
−$274.0M (−6.0%) vs. Q4 2021
Filed
May 13, 2022
SEC
Holdings of Abrams Capital in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
LADLithia Motors IncCOM2,351,068$705.6M16.5%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock146,440$407.3M9.5%00.0%UnchangedHistory
CHNGChange Healthcare Inc.COM16,978,220$370.1M8.6%00.0%UnchangedHistory
TDGTransDigm Group INCCOM539,305$351.4M8.2%00.0%UnchangedHistory
ABGAsbury Automotive Group IncCOM2,118,216$339.3M7.9%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock1,205,043$268.0M6.3%00.0%UnchangedHistory
WTWWillis Towers Watson PLCSHS1,068,745$252.5M5.9%00.0%UnchangedHistory
UHALU-Haul Holding CoCOM422,917$252.5M5.9%−25,061−5.6%ReducedHistory
ETEnergy Transfer LPCOM UT LTD PTN22,124,322$247.6M5.8%00.0%UnchangedHistory
CPNGCoupang, Inc.CL A13,603,071$240.5M5.6%+3,908,261+40.3%AddedHistory
KMIKinder Morgan, Inc.Stock12,476,200$235.9M5.5%00.0%UnchangedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS24,046,356$225.8M5.3%00.0%UnchangedHistory
CWHCamping World Holdings, Inc.CL A5,108,808$142.8M3.3%00.0%UnchangedHistory
SGISomnigroup International Inc.COM3,600,000$100.5M2.3%00.0%UnchangedHistory
OIO-I Glass, Inc.COM6,934,144$91.4M2.1%00.0%UnchangedHistory
CTLPCantaloupe, Inc.COM3,090,000$20.9M0.5%+1,000,000+47.8%AddedHistory
NUVBNuvation Bio Inc.COM CL A3,811,513$20.0M0.5%00.0%UnchangedHistory
USCBUscb Financial Holdings, Inc.CLASS A COM859,354$12.3M0.3%00.0%UnchangedHistory