Abrams Capital
SuperinvestorAbrams Capital Management, L.P.
- SEC CIK
- 0001358706
- Manager
- David Abrams
- Style
- Value
- Latest filing
- Aug 13, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 9, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 15
- 0 vs. Q3 2023
- Portfolio value
- $3.22B
- +$191.3M (+6.3%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LADLithia Motors Inc | COM | 2,391,188 | $787.4M | 24.5% | 00.0% | Unchanged | History |
| ABGAsbury Automotive Group Inc | COM | 2,108,540 | $474.4M | 14.7% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 2,322,340 | $324.4M | 10.1% | 00.0% | Unchanged | History |
| UHAL.BU-Haul Holding Co | COM SER N | 3,663,243 | $258.0M | 8.0% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 711,550 | $251.9M | 7.8% | −216,924−23.4% | Reduced | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 17,834,322 | $246.1M | 7.6% | 00.0% | Unchanged | History |
| CPNGCoupang, Inc. | CL A | 13,017,964 | $210.8M | 6.5% | 00.0% | Unchanged | History |
| WTWWillis Towers Watson PLC | SHS | 806,836 | $194.6M | 6.0% | 00.0% | Unchanged | History |
| SGISomnigroup International Inc. | COM | 3,600,000 | $183.5M | 5.7% | 00.0% | Unchanged | History |
| CWHCamping World Holdings, Inc. | CL A | 5,108,808 | $134.2M | 4.2% | 00.0% | Unchanged | History |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 5,996,836 | $62.6M | 1.9% | −1,969,597−24.7% | Reduced | History |
| CTLPCantaloupe, Inc. | COM | 7,180,000 | $53.2M | 1.7% | 00.0% | Unchanged | History |
| UHALU-Haul Holding Co | COM | 407,027 | $29.2M | 0.9% | 00.0% | Unchanged | History |
| NUVBNuvation Bio Inc. | COM CL A | 3,811,513 | $5.76M | 0.2% | 00.0% | Unchanged | History |
| USCBUscb Financial Holdings, Inc. | CLASS A COM | 149,786 | $1.83M | 0.1% | −499,299−76.9% | Reduced | History |