ABRAMS CAPITAL MANAGEMENT, L.P.
SuperinvestorAbrams Capital
- SEC CIK
- 0001358706
- Manager
- David Abrams
- Style
- Value
Q4 2024 vs. Q3 2024
Positions are compared by share count, long positions only.
All holdings in Q4 2024All holdings in Q3 2024
| Measure | Q3 2024 | Q4 2024 | Change |
|---|---|---|---|
| Positions | 14 | 13 | −1 |
| Total value | $6.23B | $6.22B | −$10.58M (−0.2%) |
New positions (0)
Held at the end of Q4 2024 but not at the end of Q3 2024.
| Security | Class | Shares, Q4 2024 | Value, Q4 2024 | % of portfolio, Q4 2024 |
|---|---|---|---|---|
| None. | ||||
Added (1)
More shares at the end of Q4 2024 than at the end of Q3 2024.
| Security | Class | Shares, Q3 2024 | Shares, Q4 2024 | Change in shares | Value, Q4 2024 | % of portfolio, Q4 2024 |
|---|---|---|---|---|---|---|
| GOOGLALPHABET INC CAP STK CL A | Stock | 2,067,195 | 2,124,130 | +56,935+2.8% | $402.1M | 6.47% |
Reduced (3)
Fewer shares at the end of Q4 2024 than at the end of Q3 2024.
| Security | Class | Shares, Q3 2024 | Shares, Q4 2024 | Change in shares | Value, Q4 2024 | % of portfolio, Q4 2024 |
|---|---|---|---|---|---|---|
| LOARLOAR HOLDINGS INC | COM SHS | 38,434,378 | 37,427,917 | −1,006,461−2.6% | $2.77B | 44.50% |
| METAMETA PLATFORMS INC CL A | Stock | 620,547 | 557,752 | −62,795−10.1% | $326.57M | 5.25% |
| UHAL.BU HAUL HOLDING COMPANY | COM SER N | 3,403,736 | 3,251,469 | −152,267−4.5% | $208.26M | 3.35% |
Sold out (1)
Held at the end of Q3 2024, gone by the end of Q4 2024.
| Security | Class | Shares, Q3 2024 | Value, Q3 2024 | % of portfolio, Q3 2024 |
|---|---|---|---|---|
| CWHCAMPING WORLD HLDGS INC | CL A | 3,108,808 | $75.3M | 1.21% |