David Abrams Holdings Activity

Abrams Capital Management Portfolio 13F

Abrams Capital Management has disclosed a total of 3 changes to the portfolio in the latest (2023 Q4) SEC report(s): decreased the number of shares of 3 position(s).

What stocks is David Abrams buying now?

In the recent quarter David Abrams has not purchased any securities.

What does David Abrams invest in?

David Abrams's top 5 holdings (by % of portfolio) 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%).

In the latest report(s) the following change has been made to the top investments: (META) META PLATFORMS INC-CLASS A (reduced shares -23.36%).

2017 Q4 (11 results)
PCG
buy
+3,250,000
+4.91%
$44.83
61.95% $17.06
4.91%
TWX
buy
+2,980,642
+9.18%
$91.47
-
9.18%
SPH
+120.91%
+825,126
+0.67%
$24.22
18.75% $19.68
1.23%
KERX
+69.94%
+4,000,000
+0.63%
$4.65
-
1.52%
ABG
+8.51%
+85,091
+0.18%
$64.00
246.51% $221.77
2.34%
ORLY
+3.42%
+29,194
+0.24%
$240.54
333.99% $1,043.91
7.15%
QCP
+1.55%
+77,545
+0.04%
$13.81
-
2.36%
TEVA
-8.70%
-1,880,763
-1.20%
$18.95
27.07% $13.82
12.60%
6CL
-14.10%
-802,471
-0.31%
$11.41
-
0.00%
WFC
-14.32%
-478,681
-0.98%
$60.67
1.24% $59.92
0.00%
BNED
-25.44%
-2,231,784
-0.62%
$8.24
97.69% $0.19
1.81%
2017 Q3 (11 results)
ORLY
buy
+854,000
+7.18%
$215.37
384.71% $1,043.91
7.18%
ABG
buy
+1,000,000
+2.38%
$61.10
262.96% $221.77
2.38%
TEVA
buy
+21,623,886
+14.85%
$17.60
21.48% $13.82
14.85%
GPI
buy
+250,471
+0.71%
$72.46
314.87% $300.61
0.71%
SPH
+75.44%
+293,445
+0.30%
$26.09
24.57% $19.68
0.69%
6CL
-39.59%
-3,728,847
-1.83%
$12.56
-
2.79%
VEON
-100.00%
-562,219
-2.15%
$97.75
76.16% $23.30
0.00%
BKS
-100.00%
-3,508,735
-1.04%
$7.60
-
0.00%
WBT
-100.00%
-5,967,907
-4.39%
$18.85
27.37% $24.01
0.00%
CARS
-100.00%
-2,500,000
-2.60%
$26.63
36.01% $17.04
0.00%
TWX
-100.00%
-3,050,000
-11.95%
$100.41
-
0.00%
2017 Q2 (10 results)
SPH
buy
+388,969
+0.37%
$23.79
17.28% $19.68
0.37%
CARS
buy
+2,500,000
+2.65%
$26.63
36.01% $17.04
0.00%
AABA
buy
+3,914,805
+8.48%
$54.48
-
8.48%
UHAL
+46.32%
+124,918
+1.82%
$366.06
82.19% $65.21
5.74%
ENT1USD
+18.97%
+1,115,959
+0.16%
$3.56
-
0.99%
6CL
-13.65%
-1,488,688
-0.83%
$14.09
-
5.28%
WBT
-20.86%
-1,573,159
-1.18%
$18.85
27.37% $24.01
0.00%
VEON
-25.12%
-188,619
-0.73%
$97.75
76.16% $23.30
0.00%
BKS
-66.32%
-6,910,040
-2.09%
$7.60
-
0.00%
MSFT
-100.00%
-4,980,000
-13.04%
$65.86
517.43% $406.64
0.00%
2017 Q1 (12 results)
6CL
buy
+10,908,145
+5.40%
$12.91
-
5.40%
VEON
buy
+750,838
+2.94%
$102.00
77.16% $23.30
2.94%
WBT
buy
+7,541,066
+5.67%
$19.63
22.31% $24.01
5.67%
UHAL
+162.19%
+166,832
+2.44%
$381.19
82.89% $65.21
3.94%
ENT1USD
+17.68%
+884,041
+0.11%
$3.19
-
0.72%
35OA
+17.35%
+3,288,600
+0.28%
$2.26
-
1.93%
QCP
+12.13%
+540,815
+0.39%
$18.86
-
3.61%
NSAM
-100.00%
-10,908,145
-6.24%
$14.92
-
0.00%
SYT
-100.00%
-315,024
-0.95%
$79.05
97.55% $1.94
0.00%
MFS
-100.00%
-11,255,323
-8.34%
$19.33
-
0.00%
VIP
-100.00%
-18,770,950
-2.77%
$3.85
-
0.00%
MGI
-100.00%
-5,130,000
-2.32%
$11.81
6.94% $10.99
0.00%
44 of 340

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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.