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Livermore
Livermore
ZHEN

Abrams Capital

Superinvestor

Abrams 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.

Institution overview
Positions
17
+1 vs. Q1 2023
Portfolio value
$3.48B
+$315.8M (+10.0%) vs. Q1 2023
Filed
Aug 14, 2023
SEC
Holdings of Abrams Capital in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
USCBUscb Financial Holdings, Inc.CLASS A COM649,085$6.62M0.2%00.0%UnchangedHistory
NUVBNuvation Bio Inc.COM CL A3,811,513$6.86M0.2%00.0%UnchangedHistory
UHALU-Haul Holding CoCOM407,027$22.5M0.6%00.0%UnchangedHistory
CTLPCantaloupe, Inc.COM7,180,000$57.2M1.6%00.0%UnchangedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS7,966,433$60.0M1.7%00.0%UnchangedHistory
HZNPHorizon Therapeutics Public Ltd CoSHS890,993$91.6M2.6%+890,993NewHistory
SGISomnigroup International Inc.COM3,600,000$144.3M4.1%00.0%UnchangedHistory
CWHCamping World Holdings, Inc.CL A5,108,808$153.8M4.4%00.0%UnchangedHistory
UHAL.BU-Haul Holding CoCOM SER N3,663,243$185.6M5.3%00.0%UnchangedHistory
WTWWillis Towers Watson PLCSHS806,836$190.0M5.5%00.0%UnchangedHistory
ETEnergy Transfer LPCOM UT LTD PTN17,834,322$226.5M6.5%00.0%UnchangedHistory
CPNGCoupang, Inc.CL A13,017,964$226.5M6.5%−422,000−3.1%ReducedHistory
GOOGLAlphabet Inc.Stock2,322,340$278.0M8.0%−17,100−0.7%ReducedHistory
TDGTransDigm Group INCCOM312,747$279.6M8.0%−53,440−14.6%ReducedHistory
METAMeta Platforms, Inc.Stock1,138,126$326.6M9.4%−1,013,732−47.1%ReducedHistory
ABGAsbury Automotive Group IncCOM2,108,540$506.9M14.6%00.0%UnchangedHistory
LADLithia Motors IncCOM2,351,068$715.0M20.6%00.0%UnchangedHistory