Abrams Capital
SuperinvestorAbrams Capital Management, L.P.
- SEC CIK
- 0001358706
- Manager
- David Abrams
- Style
- Value
- Latest filing
- Aug 13, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 10, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 16
- −2 vs. Q3 2022
- Portfolio value
- $2.80B
- −$664.3M (−19.2%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LADLithia Motors Inc | COM | 2,351,068 | $481.4M | 17.2% | 00.0% | Unchanged | History |
| ABGAsbury Automotive Group Inc | COM | 2,118,216 | $379.7M | 13.5% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 2,176,734 | $261.9M | 9.3% | +971,691+80.6% | Added | History |
| TDGTransDigm Group INC | COM | 366,187 | $230.6M | 8.2% | −173,118−32.1% | Reduced | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 17,834,322 | $211.7M | 7.5% | −4,185,000−19.0% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 2,339,440 | $206.4M | 7.4% | −571,160−19.6% | Reduced | History |
| UHAL.BU-Haul Holding Co | COM SER N | 3,663,243 | $201.4M | 7.2% | +3,663,243 | New | History |
| CPNGCoupang, Inc. | CL A | 13,439,964 | $197.7M | 7.1% | +44,938+0.3% | Added | History |
| WTWWillis Towers Watson PLC | SHS | 806,836 | $197.3M | 7.0% | −261,909−24.5% | Reduced | History |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 15,932,865 | $145.3M | 5.2% | −7,966,431−33.3% | Reduced | History |
| SGISomnigroup International Inc. | COM | 3,600,000 | $123.6M | 4.4% | 00.0% | Unchanged | History |
| CWHCamping World Holdings, Inc. | CL A | 5,108,808 | $114.0M | 4.1% | 00.0% | Unchanged | History |
| UHALU-Haul Holding Co | COM | 407,027 | $24.5M | 0.9% | −15,890−3.8% | Reduced | History |
| CTLPCantaloupe, Inc. | COM | 3,090,000 | $13.4M | 0.5% | 00.0% | Unchanged | History |
| USCBUscb Financial Holdings, Inc. | CLASS A COM | 649,085 | $7.92M | 0.3% | −196,309−23.2% | Reduced | History |
| NUVBNuvation Bio Inc. | COM CL A | 3,811,513 | $7.32M | 0.3% | 00.0% | Unchanged | History |
Sold out since Q3 2022 (3)
Positions held at the end of Q3 2022 that are gone from this filing.