David Abrams's Portfolio

Abrams Capital Management 13F holdings

What is David Abrams's portfolio?

Abrams Capital Management has disclosed a total of 16 security holdings in their (2023 Q1) SEC 13F filing(s) with portfolio value of $3,161,761,019.

What stocks does David Abrams own?

In David Abrams's portfolio as of 31 Mar 2023, the top 5 holdings are (LAD) LITHIA MOTORS INC (17.02%), (META) META PLATFORMS INC-CLASS A (14.42%), (ABG) ASBURY AUTOMOTIVE GROUP (14.00%), (TDG) TRANSDIGM GROUP INC (8.54%) and (GOOGL) ALPHABET INC-CL A (7.68%).

To see the historical data of Abrams Capital Management's portfolio holdings please click on the "2023 Q1" dropdown menu and select the date.

To see Abrams Capital Management's original 13F reports (2023 Q1), please click on the "important" button.

Portfolio value: $3,161M+

Period: 2023 Q1

Number of stock: 16

Update: 12 May 2023

Important

History

% difference
Current Price

Value

% (shares)
Activity

% change to
Portfolio

GOOGL

ALPHABET INC-CL A

7.68%

2,047,010

$103.73

58.84% $164.76

$212,336,347

UHAL

AMERCO

0.77%

407,027

$59.65

18.88% $70.91

$24,279,161

ABG

ASBURY AUTOMOTIVE GROUP

14.00%

2,108,540

$210.00

24.43% $261.30

$442,793,400

-0.46% (-9,676)

-0.06%

CWH

CAMPING WORLD HOLDINGS INC-A

3.37%

5,108,808

$20.87

16.00% $24.21

$106,620,823

CTLP

CANTALOUPE INC

1.29%

6,174,800

$5.70

62.63% $9.27

$35,196,360

+132.36% (+3,517,400)

+0.74%

CPNG

COUPANG INC

6.80%

13,439,964

$16.00

52.00% $24.32

$215,039,424

ENERGY TRANSFER LP

7.03%

17,834,322

$12.47

52.93% $19.07

$222,393,995

LAD

LITHIA MOTORS INC

17.02%

1,986,652

$228.93

70.73% $390.86

$454,804,347