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 Q2) SEC 13F filing(s) with portfolio value of $3,720,448,000.

What stocks does David Abrams own?

In David Abrams's portfolio as of 30 Jun 2022, the top 5 holdings are (LAD) LITHIA MOTORS INC (17.37%), (CHNG) CHANGE HEALTHCARE INC (10.52%), (ABG) ASBURY AUTOMOTIVE GROUP (9.64%), (GOOGL) ALPHABET INC-CL A (8.58%) and (TDG) TRANSDIGM GROUP INC (7.78%).

To see the historical data of Abrams Capital Management's portfolio holdings please click on the "2022 Q2" dropdown menu and select the date.

To see Abrams Capital Management's original 13F reports (2022 Q2), please click on the "important" button.

Portfolio value: $3,720M+

Period: 2022 Q2

Number of stock: 18

Update: 12 Aug 2022

Important

History

% difference
Current Price

Value

% (shares)
Activity

% change to
Portfolio

ABG

ASBURY AUTOMOTIVE GROUP

9.64%

1,398,022

$169.34

41.57% $239.73

$236,741,339

CHNG

CHANGE HEALTHCARE INC

10.52%

10,950,951

$23.06

19.21% $27.49

$252,529,110

CPNG

COUPANG INC

4.66%

13,603,071

$12.75

76.63% $22.52

$173,439,000

CTLP

CANTALOUPE INC

0.47%

3,090,000

$5.60

19.29% $6.68

$17,304,000

CWH

CAMPING WORLD HOLDINGS INC-A

2.96%

5,108,808

$21.59

0.28% $21.65

$110,299,000

ENERGY TRANSFER LP

5.93%

22,124,322

$9.98

59.22% $15.89

$220,801,000

GOOGL

ALPHABET INC-CL A

8.58%

2,928,800

$108.96

58.32% $172.51

$319,131,000

KMI

KINDER MORGAN INC

5.62%

7,860,006

$16.76

16.59% $19.54

$131,733,630

LAD

LITHIA MOTORS INC

17.37%

2,351,068

$274.81

1.58% $270.48

$646,097,000