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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 2023

Holdings as of Mar 31, 2023, filed May 12, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
16
0 vs. Q4 2022
Portfolio value
$3.16B
+$357.5M (+12.8%) vs. Q4 2022
Filed
May 12, 2023
SEC
Holdings of Abrams Capital in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
NUVBNuvation Bio Inc.COM CL A3,811,513$6.33M0.2%00.0%UnchangedHistory
USCBUscb Financial Holdings, Inc.CLASS A COM649,085$6.42M0.2%00.0%UnchangedHistory
UHALU-Haul Holding CoCOM407,027$24.3M0.8%00.0%UnchangedHistory
CTLPCantaloupe, Inc.COM7,180,000$40.9M1.3%+4,090,000+132.4%AddedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS7,966,433$70.5M2.2%−7,966,432−50.0%ReducedHistory
CWHCamping World Holdings, Inc.CL A5,108,808$106.6M3.4%00.0%UnchangedHistory
SGISomnigroup International Inc.COM3,600,000$142.2M4.5%00.0%UnchangedHistory
WTWWillis Towers Watson PLCSHS806,836$187.5M5.9%00.0%UnchangedHistory
UHAL.BU-Haul Holding CoCOM SER N3,663,243$189.9M6.0%00.0%UnchangedHistory
CPNGCoupang, Inc.CL A13,439,964$215.0M6.8%00.0%UnchangedHistory
ETEnergy Transfer LPCOM UT LTD PTN17,834,322$222.4M7.0%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock2,339,440$242.7M7.7%00.0%UnchangedHistory
TDGTransDigm Group INCCOM366,187$269.9M8.5%00.0%UnchangedHistory
ABGAsbury Automotive Group IncCOM2,108,540$442.8M14.0%−9,676−0.5%ReducedHistory
METAMeta Platforms, Inc.Stock2,151,858$456.1M14.4%−24,876−1.1%ReducedHistory
LADLithia Motors IncCOM2,351,068$538.2M17.0%00.0%UnchangedHistory