David Abrams's Portfolio

Abrams Capital Management 13F holdings

What is David Abrams's portfolio?

Abrams Capital Management has disclosed a total of 18 security holdings in their (2022 Q1) SEC 13F filing(s) with portfolio value of $4,284,385,000.

What stocks does David Abrams own?

In David Abrams's portfolio as of 31 Mar 2022, the top 5 holdings are (LAD) LITHIA MOTORS INC (16.47%), (GOOGL) ALPHABET INC-CL A (9.51%), (CHNG) CHANGE HEALTHCARE INC (8.64%), (TDG) TRANSDIGM GROUP INC (8.20%) and (ABG) ASBURY AUTOMOTIVE GROUP (7.92%).

To see the historical data of Abrams Capital Management's portfolio holdings please click on the "2022 Q1" dropdown menu and select the date.

To see Abrams Capital Management's original 13F reports (2022 Q1), please click on the "important" button.

Portfolio value: $4,284M+

Period: 2022 Q1

Number of stock: 18

Update: 13 May 2022

Important

History

% difference
Current Price

Value

% (shares)
Activity

% change to
Portfolio

GOOGL

ALPHABET INC-CL A

9.51%

2,928,800

$139.07

10.80% $154.09

$407,301,000

UHAL

AMERCO

5.89%

422,917

$596.94

89.41% $63.20

$252,456,000

-5.59% (-25,061)

-0.35%

ABG

ASBURY AUTOMOTIVE GROUP

7.92%

2,118,216

$160.20

34.28% $215.12

$339,338,000

CWH

CAMPING WORLD HOLDINGS INC-A

3.33%

5,108,808

$27.95

20.11% $22.33

$142,791,000

CTLP

CANTALOUPE INC

0.49%

3,090,000

$6.77

9.01% $6.16

$20,919,000

+47.85% (+1,000,000)

+0.16%

CHNG

CHANGE HEALTHCARE INC

8.64%

16,978,220

$21.80

26.10% $27.49

$370,125,000

CPNG

COUPANG INC

5.61%

13,603,071

$17.68

24.49% $22.01

$240,502,000

+40.31% (+3,908,261)

+1.61%

ENERGY TRANSFER LP

5.78%

22,124,322

$11.19

40.93% $15.77

$247,571,000

KMI

KINDER MORGAN INC

5.51%

12,476,200

$18.91

0.37% $18.84

$235,925,000

LAD

LITHIA MOTORS INC

16.47%

2,351,068

$300.12

13.03% $261.00

$705,603,000