David Abrams's Portfolio

Abrams Capital Management 13F holdings

What is David Abrams's portfolio?

Abrams Capital Management has disclosed a total of 14 security holdings in their (2024 Q3) SEC 13F filing(s) with portfolio value of $6,227,231,945.

What stocks does David Abrams own?

In David Abrams's portfolio as of 30 Sep 2024, the top 5 holdings are (LOAR) LOAR HOLDINGS INC (46.04%), (LAD) LITHIA MOTORS INC (12.20%), (ABG) ASBURY AUTOMOTIVE GROUP (8.08%), (META) META PLATFORMS INC-CLASS A (5.70%) and (GOOGL) ALPHABET INC-CL A (5.51%).

To see the historical data of Abrams Capital Management's portfolio holdings please click on the "2024 Q3" dropdown menu and select the date.

To see Abrams Capital Management's original 13F reports (2024 Q3), please click on the "important" button.

Portfolio value: $6,227M+

Period: 2024 Q3

Number of stock: 14

Update: 08 Nov 2024

Important

History

% difference
Current Price

Value

% (shares)
Activity

% change to
Portfolio

GOOGL

ALPHABET INC-CL A

5.51%

2,067,195

$165.85

15.41% $191.41

$342,844,291

UHAL

AMERCO

0.05%

36,401

$77.48

8.52% $70.88

$2,820,349

-51.47% (-38,604)

-0.05%

ABG

ASBURY AUTOMOTIVE GROUP

8.08%

1,106,983

$238.59

3.01% $245.77

$264,115,193

CWH

CAMPING WORLD HOLDINGS INC-A

1.21%

3,108,808

$24.22

12.01% $21.31

$75,295,330

-39.15% (-2,000,000)

-0.78%

CTLP

CANTALOUPE INC

0.85%

7,180,000

$7.40

29.46% $9.58

$53,132,000

CPNG

COUPANG INC

5.13%

6,639,161

$24.55

6.56% $22.94

$162,991,418

ENERGY TRANSFER LP

4.60%

17,834,322

$16.05

17.51% $18.86

$286,240,868

LAD

LITHIA MOTORS INC

12.20%

2,391,188

$317.64

13.33% $359.98

$759,536,956

LOAR

LOAR HOLDINGS INC

46.04%

38,242,206

$74.59

2.36% $72.83

$2,852,486,153