David Abrams's Portfolio

Abrams Capital Management 13F holdings

What is David Abrams's portfolio?

Abrams Capital Management has disclosed a total of 18 security holdings in their (2022 Q3) SEC 13F filing(s) with portfolio value of $3,468,520,000.

What stocks does David Abrams own?

In David Abrams's portfolio as of 30 Sep 2022, the top 5 holdings are (LAD) LITHIA MOTORS INC (14.54%), (CHNG) CHANGE HEALTHCARE INC (12.61%), (ABG) ASBURY AUTOMOTIVE GROUP (9.23%), (TDG) TRANSDIGM GROUP INC (8.16%) and (GOOGL) ALPHABET INC-CL A (8.03%).

To see the historical data of Abrams Capital Management's portfolio holdings please click on the "2022 Q3" dropdown menu and select the date.

To see Abrams Capital Management's original 13F reports (2022 Q3), please click on the "important" button.

Portfolio value: $3,468M+
Period: 2022 Q3
Number of stock: 18
Update: 10 Nov 2022
GOOGL
8.03%
2,910,600
$95.65
5.00% $100.43
$278,399,000
-0.62% (-18,200)
-0.05%
UHAL
6.21%
422,917
$509.22
86.51% $68.69
$215,358,000
ABG
9.23%
2,118,216
$151.10
53.30% $231.64
$320,062,000
CWH
3.73%
5,108,808
$25.32
1.30% $25.65
$129,355,000
CTLP
0.31%
3,090,000
$3.48
48.57% $5.17
$10,753,000
CHNG
12.61%
15,908,220
$27.49
0.00% $27.49
$437,317,000
-6.30% (-1,070,000)
-0.85%
CPNG
6.44%
13,395,026
$16.67
2.22% $17.04
$223,295,000
-1.53% (-208,045)
-0.10%
ET
7.00%
22,019,322
$11.03
18.50% $13.07
$242,873,000
-0.47% (-105,000)
-0.03%
KMI
1.62%
3,377,688
$16.64
10.40% $18.37
$56,205,000
-72.93% (-9,098,512)
-4.36%
LAD
14.54%
2,351,068
$214.55
29.62% $278.10
$504,422,000
META
4.71%
1,205,043
$135.68
12.85% $153.12
$163,500,000
NUVB
0.25%
3,811,513
$2.24
10.71% $2.48
$8,538,000
OI
2.59%
6,934,144
$12.95
67.03% $21.63
$89,797,000
TPX
2.51%
3,600,000
$24.14
77.51% $42.85
$86,904,000
TEVA
5.56%
23,899,296
$8.07
31.35% $10.60
$192,867,000
-0.61% (-147,060)
-0.03%
TDG
8.16%
539,305
$524.82
38.74% $728.15
$283,038,000
USCB
0.32%
845,394
$13.11
3.89% $12.60
$11,083,000
-1.62% (-13,960)
-0.01%
WLTW
6.19%
1,068,745
$200.94
15.24% $231.56
$214,754,000
18 of 18

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.