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 Q3) SEC 13F filing(s) with portfolio value of $3,468,520,000.

What stocks does David Abrams own?

In David Abrams's portfolio as of 30 Sep 2022, the top 5 holdings are (LAD) LITHIA MOTORS INC (14.54%), (CHNG) CHANGE HEALTHCARE INC (12.61%), (ABG) ASBURY AUTOMOTIVE GROUP (9.23%), (TDG) TRANSDIGM GROUP INC (8.16%) and (GOOGL) ALPHABET INC-CL A (8.03%).

To see the historical data of Abrams Capital Management's portfolio holdings please click on the "2022 Q3" dropdown menu and select the date.

To see Abrams Capital Management's original 13F reports (2022 Q3), please click on the "important" button.

Portfolio value: $3,468M+

Period: 2022 Q3

Number of stock: 18

Update: 10 Nov 2022

Important

History

% difference
Current Price

Value

% (shares)
Activity

% change to
Portfolio

GOOGL

ALPHABET INC-CL A

8.03%

2,910,600

$95.65

72.25% $164.76

$278,399,000

-0.62% (-18,200)

-0.05%

UHAL

AMERCO

6.21%

422,917

$509.22

86.07% $70.91

$215,358,000

ABG

ASBURY AUTOMOTIVE GROUP

9.23%

1,567,479

$151.10

72.93% $261.30

$236,845,880

CWH

CAMPING WORLD HOLDINGS INC-A

3.73%

5,108,808

$25.32

4.38% $24.21

$129,355,000

CTLP

CANTALOUPE INC

0.31%

3,090,000

$3.48

166.39% $9.27

$10,753,000

CHNG

CHANGE HEALTHCARE INC

12.61%

11,533,459

$27.49

0.00% $27.49

$317,054,825

-6.30% (-775,750)

-0.85%

CPNG

COUPANG INC

6.44%

13,395,026

$16.67

45.89% $24.32

$223,295,000

-1.53% (-208,045)

-0.10%

ENERGY TRANSFER LP

7.00%

22,019,322

$11.03

72.89% $19.07

$242,873,000

-0.47% (-105,000)

-0.03%

KMI

KINDER MORGAN INC

1.62%

2,398,158

$16.64

71.21% $28.49

$39,905,550

-72.93% (-6,459,943)

-4.36%

LAD

LITHIA MOTORS INC

14.54%

2,351,068

$214.55

82.18% $390.86

$504,422,000