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%).

2019 Q3 (5 results)
TEVA
+33.25%
+6,000,000
+1.16%
$6.88
106.83% $14.23
4.63%
SCU
buy
+2,223,860
+1.21%
$19.48
34.70% $12.72
1.21%
CWH
+6.85%
+349,818
+0.09%
$8.90
139.66% $21.33
1.36%
AABA
buy
+12,650,000
+6.90%
$19.48
-
0.00%
35OB
-100.00%
-2,223,860
-1.43%
$22.96
-
0.00%
2019 Q2 (6 results)
TMDX
buy
+3,499,859
+2.39%
$25.09
282.79% $96.05
2.39%
ORLY
-28.64%
-214,238
-2.15%
$369.32
180.65% $1,036.50
5.36%
CWH
+29.49%
+1,163,446
+0.39%
$12.42
71.74% $21.33
1.72%
CCO
buy
+3,354,390
+0.43%
$4.72
69.70% $1.43
0.43%
BNED
-100.00%
-4,260,401
-0.49%
$4.20
95.24% $0.20
0.00%
9977553D
-100.00%
-3,354,390
-0.49%
$5.35
-
0.00%
2019 Q1 (14 results)
WU
-100.00%
-10,434,763
-5.00%
$17.06
20.87% $13.50
0.00%
UHAL
-2.57%
-14,787
-0.15%
$371.51
82.24% $65.99
5.86%
TEVA
-2.57%
-476,016
-0.21%
$15.68
9.25% $14.23
7.95%
PCG
buy
+25,000,000
+12.50%
$17.80
3.09% $17.25
12.50%
ORLY
-13.01%
-111,857
-1.22%
$388.30
166.93% $1,036.50
8.16%
META
+2.51%
+25,074
+0.12%
$166.69
159.95% $433.31
4.80%
KMI
-2.64%
-231,589
-0.13%
$20.01
7.10% $18.59
4.79%
ENT1USD
-100.00%
-6,069,147
-0.38%
$2.23
-
0.00%
CWH
+2.24%
+86,554
+0.03%
$13.91
53.34% $21.33
1.54%
CELG
buy
+6,752,869
+17.89%
$94.34
-
17.89%
BNED
-27.45%
-1,612,064
-0.19%
$4.20
95.24% $0.20
0.00%
BEN
-2.64%
-265,220
-0.25%
$33.14
29.72% $23.29
9.10%
35OB
buy
+2,223,860
+1.02%
$16.41
-
1.02%
35OA
-100.00%
-22,238,592
-0.57%
$0.92
-
0.00%
2018 Q4 (17 results)
WU
-50.70%
-10,730,735
-7.56%
$17.06
20.87% $13.50
0.00%
WLTW
-6.21%
-73,476
-0.46%
$151.86
52.48% $231.56
6.96%
TEVA
-5.12%
-1,000,000
-0.64%
$15.42
7.72% $14.23
11.80%
SHPG
-100.00%
-2,247,133
-16.83%
$181.27
-
0.00%
PACDQ
buy
+7,414,537
+4.09%
$13.35
-
4.09%
ORLY
-2.63%
-23,213
-0.33%
$344.33
201.02% $1,036.50
12.24%
META
buy
+999,649
+5.42%
$131.09
230.54% $433.31
5.42%
LAD
+15.00%
+300,000
+0.95%
$76.33
245.08% $263.40
7.25%
KERX
-100.00%
-9,108,867
-1.28%
$3.40
-
0.00%
ESRX
-100.00%
-3,192,304
-12.53%
$95.01
-
0.00%
ENT1USD
-6.95%
-453,282
-0.04%
$2.23
-
0.00%
CWH
+65.75%
+1,530,708
+0.73%
$11.47
85.96% $21.33
1.83%
BEN
+0.93%
+92,683
+0.11%
$29.66
21.48% $23.29
12.30%
AKBA
+405.36%
+4,537,176
+1.04%
$5.53
76.13% $1.32
1.29%
AET
-100.00%
-823,555
-6.90%
$202.85
-
0.00%
ABG
+20.03%
+317,437
+0.87%
$66.66
229.19% $219.44
5.24%
AABA
-100.00%
-3,769,842
-10.61%
$68.12
-
0.00%
42 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.