David Abrams's Portfolio

Abrams Capital Management 13F holdings

What is David Abrams's portfolio?

Abrams Capital Management has disclosed a total of 15 security holdings in their (2023 Q4) SEC 13F filing(s) with portfolio value of $3,217,793,572.

What stocks does David Abrams own?

In David Abrams's portfolio as of 31 Dec 2023, the top 5 holdings are (LAD) LITHIA MOTORS INC (24.47%), (ABG) ASBURY AUTOMOTIVE GROUP (14.74%), (GOOGL) ALPHABET INC-CL A (10.08%), (UHAL.B) U-HAUL HOLDING CO-NON VOTING (8.02%) and (META) META PLATFORMS INC-CLASS A (7.83%).

To see the historical data of Abrams Capital Management's portfolio holdings please click on the "2023 Q4" dropdown menu and select the date.

To see Abrams Capital Management's original 13F reports (2023 Q4), please click on the "important" button.

Portfolio value: $3,217M+

Period: 2023 Q4

Number of stock: 15

Update: 09 Feb 2024

Important

History

% difference
Current Price

Value

% (shares)
Activity

% change to
Portfolio

GOOGL

ALPHABET INC-CL A

10.08%

2,322,340

$139.69

11.68% $156.01

$324,407,675

UHAL

AMERCO

0.91%

407,027

$71.80

12.26% $63.00

$29,224,539

ABG

ASBURY AUTOMOTIVE GROUP

14.74%

2,108,540

$224.97

5.99% $211.49

$474,358,244

CWH

CAMPING WORLD HOLDINGS INC-A

4.17%

5,108,808

$26.26

15.96% $22.07

$134,157,298

CTLP

CANTALOUPE INC

1.65%

7,180,000

$7.41

16.73% $6.17

$53,203,800

CPNG

COUPANG INC

6.55%

13,017,964

$16.19

37.74% $22.30

$210,760,837

ENERGY TRANSFER LP

7.65%

17,834,322

$13.80

12.54% $15.53

$246,113,644

LAD

LITHIA MOTORS INC

24.47%

2,391,188

$329.28

20.93% $260.35

$787,370,385