Abrams Capital
SuperinvestorAbrams Capital Management, L.P.
- SEC CIK
- 0001358706
- Manager
- David Abrams
- Style
- Value
- Latest filing
- Aug 13, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 17
- +1 vs. Q1 2023
- Portfolio value
- $3.48B
- +$315.8M (+10.0%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LADLithia Motors Inc | COM | 2,351,068 | $715.0M | 20.6% | 00.0% | Unchanged | History |
| ABGAsbury Automotive Group Inc | COM | 2,108,540 | $506.9M | 14.6% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 1,138,126 | $326.6M | 9.4% | −1,013,732−47.1% | Reduced | History |
| TDGTransDigm Group INC | COM | 312,747 | $279.6M | 8.0% | −53,440−14.6% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 2,322,340 | $278.0M | 8.0% | −17,100−0.7% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 13,017,964 | $226.5M | 6.5% | −422,000−3.1% | Reduced | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 17,834,322 | $226.5M | 6.5% | 00.0% | Unchanged | History |
| WTWWillis Towers Watson PLC | SHS | 806,836 | $190.0M | 5.5% | 00.0% | Unchanged | History |
| UHAL.BU-Haul Holding Co | COM SER N | 3,663,243 | $185.6M | 5.3% | 00.0% | Unchanged | History |
| CWHCamping World Holdings, Inc. | CL A | 5,108,808 | $153.8M | 4.4% | 00.0% | Unchanged | History |
| SGISomnigroup International Inc. | COM | 3,600,000 | $144.3M | 4.1% | 00.0% | Unchanged | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 890,993 | $91.6M | 2.6% | +890,993 | New | History |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 7,966,433 | $60.0M | 1.7% | 00.0% | Unchanged | History |
| CTLPCantaloupe, Inc. | COM | 7,180,000 | $57.2M | 1.6% | 00.0% | Unchanged | History |
| UHALU-Haul Holding Co | COM | 407,027 | $22.5M | 0.6% | 00.0% | Unchanged | History |
| NUVBNuvation Bio Inc. | COM CL A | 3,811,513 | $6.86M | 0.2% | 00.0% | Unchanged | History |
| USCBUscb Financial Holdings, Inc. | CLASS A COM | 649,085 | $6.62M | 0.2% | 00.0% | Unchanged | History |