Abrams Capital
SuperinvestorAbrams Capital Management, L.P.
- SEC CIK
- 0001358706
- Manager
- David Abrams
- Style
- Value
- Latest filing
- Aug 13, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 14, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 13
- −2 vs. Q4 2023
- Portfolio value
- $3.20B
- −$15.6M (−0.5%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LADLithia Motors Inc | COM | 2,391,188 | $719.4M | 22.5% | 00.0% | Unchanged | History |
| ABGAsbury Automotive Group Inc | COM | 2,108,540 | $497.2M | 15.5% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 2,067,195 | $312.0M | 9.7% | −255,145−11.0% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 620,547 | $301.3M | 9.4% | −91,003−12.8% | Reduced | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 17,834,322 | $280.5M | 8.8% | 00.0% | Unchanged | History |
| UHAL.BU-Haul Holding Co | COM SER N | 3,545,220 | $236.4M | 7.4% | −118,023−3.2% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 13,017,964 | $231.6M | 7.2% | 00.0% | Unchanged | History |
| SGISomnigroup International Inc. | COM | 3,600,000 | $204.6M | 6.4% | 00.0% | Unchanged | History |
| WTWWillis Towers Watson PLC | SHS | 720,779 | $198.2M | 6.2% | −86,057−10.7% | Reduced | History |
| CWHCamping World Holdings, Inc. | CL A | 5,108,808 | $142.3M | 4.4% | 00.0% | Unchanged | History |
| CTLPCantaloupe, Inc. | COM | 7,180,000 | $46.2M | 1.4% | 00.0% | Unchanged | History |
| UHALU-Haul Holding Co | COM | 277,011 | $18.7M | 0.6% | −130,016−31.9% | Reduced | History |
| NUVBNuvation Bio Inc. | COM CL A | 3,811,513 | $13.9M | 0.4% | 00.0% | Unchanged | History |
Sold out since Q4 2023 (2)
Positions held at the end of Q4 2023 that are gone from this filing.