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Abrams Capital

Superinvestor

Abrams Capital Management, L.P.

SEC CIK
0001358706
Manager
David Abrams
Style
Value
Latest filing
Aug 13, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 9, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
14
+1 vs. Q1 2024
Portfolio value
$5.11B
+$1.91B (+59.7%) vs. Q1 2024
Filed
Aug 9, 2024
SEC
Holdings of Abrams Capital in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
LOARLoar Holdings Inc.COM SHS38,434,378$2.05B40.1%+38,434,378NewHistory
LADLithia Motors IncCOM2,391,188$603.7M11.8%00.0%UnchangedHistory
ABGAsbury Automotive Group IncCOM2,108,540$480.5M9.4%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock2,067,195$376.5M7.4%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock620,547$312.9M6.1%00.0%UnchangedHistory
ETEnergy Transfer LPCOM UT LTD PTN17,834,322$289.3M5.7%00.0%UnchangedHistory
CPNGCoupang, Inc.CL A13,017,964$272.7M5.3%00.0%UnchangedHistory
UHAL.BU-Haul Holding CoCOM SER N3,545,220$212.8M4.2%00.0%UnchangedHistory
WTWWillis Towers Watson PLCSHS720,779$188.9M3.7%00.0%UnchangedHistory
SGISomnigroup International Inc.COM3,600,000$170.4M3.3%00.0%UnchangedHistory
CWHCamping World Holdings, Inc.CL A5,108,808$91.2M1.8%00.0%UnchangedHistory
CTLPCantaloupe, Inc.COM7,180,000$47.4M0.9%00.0%UnchangedHistory
NUVBNuvation Bio Inc.COM CL A3,811,513$11.1M0.2%00.0%UnchangedHistory
UHALU-Haul Holding CoCOM75,005$4.63M0.1%−202,006−72.9%ReducedHistory