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%).

2013 Q4 (7 results)
JCP
buy
+1,000,000
+0.72%
$9.15
-
0.72%
WFC
buy
+2,770,000
+9.90%
$45.40
27.67% $57.96
9.90%
ENT1USD
buy
+3,000,000
+3.51%
$14.87
-
3.51%
WAIR
-33.61%
-2,918,673
-5.04%
$21.92
-
9.95%
GCVRZ
-62.61%
-19,520,764
-0.52%
$0.34
-
0.00%
EGL
-95.95%
-2,425,048
-6.38%
$33.40
-
0.00%
MANT
-100.00%
-860,920
-1.95%
$28.76
233.73% $95.98
0.00%
2013 Q3 (10 results)
CST
+50.00%
+1,000,000
+2.33%
$29.80
-
7.00%
GCVRZ
-0.29%
-89,450
-0.01%
$2.02
-
4.93%
WAIR
-3.78%
-341,123
-0.56%
$20.93
-
14.22%
EGL
-5.21%
-138,961
-0.35%
$31.73
-
6.28%
SLM
-33.33%
-5,082,954
-9.90%
$24.90
12.49% $21.79
19.81%
MANT
-51.29%
-906,410
-2.04%
$28.76
233.73% $95.98
0.00%
TEVA
-100.00%
-2,561,269
-7.86%
$39.20
64.01% $14.11
0.00%
AIZ
-100.00%
-1,500,000
-5.98%
$50.91
269.75% $188.24
0.00%
BMC
-100.00%
-1,230,000
-4.34%
$45.13
-
0.00%
1683997D
-100.00%
-15,000,000
-15.64%
$13.33
-
0.00%
17 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.