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%).

2018 Q3 (17 results)
WU
-0.87%
-186,300
-0.09%
$19.06
28.96% $13.54
10.66%
TEVA
-1.12%
-188,742
-0.13%
$21.54
33.89% $14.24
11.12%
SPH
+5.52%
+156,237
+0.10%
$23.53
14.32% $20.16
1.86%
SHPG
buy
+2,247,133
+10.77%
$181.27
-
0.00%
QCP
-100.00%
-6,849,939
-3.99%
$21.51
-
0.00%
PCG
-100.00%
-3,911,357
-4.40%
$42.56
59.54% $17.22
0.00%
LAD
+92.25%
+959,673
+2.07%
$81.66
222.61% $263.44
4.32%
KERX
-8.45%
-841,188
-0.08%
$3.40
-
0.00%
GPI
-100.00%
-457,301
-0.76%
$63.00
374.09% $298.68
0.00%
ESRX
+20.32%
+539,203
+1.35%
$95.01
-
0.00%
ENT1USD
-6.82%
-477,571
-0.04%
$2.82
-
0.49%
CWH
buy
+2,130,211
+1.31%
$21.32
0.09% $21.30
1.31%
BEN
+25.17%
+1,800,000
+1.61%
$30.41
22.53% $23.56
7.99%
AKBA
buy
+1,057,725
+0.26%
$8.83
84.94% $1.33
0.26%
AET
-47.71%
-751,445
-4.03%
$202.85
-
0.00%
ABG
+46.08%
+500,000
+0.91%
$68.75
219.11% $219.39
2.88%
AABA
-1.37%
-52,463
-0.09%
$68.12
-
0.00%
2018 Q2 (14 results)
WU
-1.19%
-246,632
-0.15%
$20.33
33.40% $13.54
12.07%
UHAL
+17.07%
+84,001
+0.83%
$356.15
81.45% $66.08
5.71%
TWX
-100.00%
-3,346,103
-8.80%
$94.58
-
0.00%
SPH
+42.44%
+843,763
+0.55%
$23.49
14.18% $20.16
1.85%
QCP
+0.37%
+24,939
+0.02%
$21.51
-
0.00%
LAD
buy
+1,040,327
+2.74%
$94.57
178.57% $263.44
2.74%
KMI
+3.41%
+288,783
+0.14%
$17.67
5.04% $18.56
4.31%
KERX
+2.38%
+116,593
+0.02%
$3.76
-
1.04%
GPI
-8.63%
-43,170
-0.08%
$63.00
374.09% $298.68
0.00%
GOOGL
buy
+2,482,340
+3.90%
$56.46
196.02% $167.13
3.90%
ESRX
buy
+2,653,101
+5.70%
$77.21
-
5.70%
BNED
-3.95%
-129,154
-0.04%
$5.64
96.45% $0.20
0.92%
AET
+14.13%
+195,000
+1.00%
$183.50
-
8.04%
AABA
-2.36%
-50,875
-0.19%
$73.21
-
7.78%
2018 Q1 (11 results)
WFC
-100.00%
-2,863,662
-5.45%
$60.67
0.94% $60.10
0.00%
UHAL
+24.69%
+97,434
+1.05%
$345.10
80.85% $66.08
5.32%
TWX
+12.26%
+365,461
+1.08%
$94.58
-
0.00%
SPH
+31.89%
+480,806
+0.33%
$22.01
8.40% $20.16
1.37%
QCP
+37.86%
+1,922,455
+1.17%
$19.43
-
4.26%
PCG
+20.35%
+393,507
+0.91%
$43.93
60.80% $17.22
5.39%
KMI
buy
+5,168,299
+4.00%
$15.06
23.24% $18.56
4.00%
GPI
+99.81%
+250,000
+0.51%
$65.34
357.11% $298.68
1.03%
BNED
-6.51%
-272,533
-0.09%
$6.89
97.10% $0.20
1.32%
AET
buy
+1,380,000
+7.31%
$169.00
-
7.31%
6CL
-100.00%
-4,888,139
-1.75%
$11.41
-
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.