ABRAMS CAPITAL MANAGEMENT, L.P.

Superinvestor

Abrams Capital

SEC CIK
0001358706
Manager
David Abrams
Style
Value

Q4 2023 vs. Q3 2023

Positions are compared by share count, long positions only.

All holdings in Q4 2023All holdings in Q3 2023

ABRAMS CAPITAL MANAGEMENT, L.P.: Q3 2023 compared with Q4 2023
MeasureQ3 2023Q4 2023Change
Positions15150
Total value$3.03B$3.22B+$191.25M (+6.3%)

New positions (0)

Held at the end of Q4 2023 but not at the end of Q3 2023.

ABRAMS CAPITAL MANAGEMENT, L.P.: new positions in Q4 2023
SecurityClassShares, Q4 2023Value, Q4 2023% of portfolio, Q4 2023
None.

Added (0)

More shares at the end of Q4 2023 than at the end of Q3 2023.

ABRAMS CAPITAL MANAGEMENT, L.P.: positions added to in Q4 2023
SecurityClassShares, Q3 2023Shares, Q4 2023Change in sharesValue, Q4 2023% of portfolio, Q4 2023
None.

Reduced (3)

Fewer shares at the end of Q4 2023 than at the end of Q3 2023.

ABRAMS CAPITAL MANAGEMENT, L.P.: positions reduced in Q4 2023
SecurityClassShares, Q3 2023Shares, Q4 2023Change in sharesValue, Q4 2023% of portfolio, Q4 2023
METAMETA PLATFORMS INC CL AStock928,474711,550−216,924−23.4%$251.86M7.83%
TEVATEVA PHARMACEUTICAL INDS LTDSPONSORED ADS7,966,4335,996,836−1,969,597−24.7%$62.61M1.95%
USCBUSCB FINANCIAL HOLDINGS INCCLASS A COM649,085149,786−499,299−76.9%$1.83M0.06%

Sold out (0)

Held at the end of Q3 2023, gone by the end of Q4 2023.

ABRAMS CAPITAL MANAGEMENT, L.P.: positions sold out in Q4 2023
SecurityClassShares, Q3 2023Value, Q3 2023% of portfolio, Q3 2023
None.