David Abrams's Portfolio

Abrams Capital Management 13F holdings

What is David Abrams's portfolio?

Abrams Capital Management has disclosed a total of 17 security holdings in their (2023 Q2) SEC 13F filing(s) with portfolio value of $3,477,609,737.

What stocks does David Abrams own?

In David Abrams's portfolio as of 30 Jun 2023, the top 5 holdings are (LAD) LITHIA MOTORS INC (20.56%), (ABG) ASBURY AUTOMOTIVE GROUP (14.58%), (META) META PLATFORMS INC-CLASS A (9.39%), (TDG) TRANSDIGM GROUP INC (8.04%) and (GOOGL) ALPHABET INC-CL A (7.99%).

To see the historical data of Abrams Capital Management's portfolio holdings please click on the "2023 Q2" dropdown menu and select the date.

To see Abrams Capital Management's original 13F reports (2023 Q2), please click on the "important" button.

Portfolio value: $3,477M+

Period: 2023 Q2

Number of stock: 17

Update: 14 Aug 2023

Important

History

% difference
Current Price

Value

% (shares)
Activity

% change to
Portfolio

GOOGL

ALPHABET INC-CL A

7.99%

2,322,340

$119.70

37.64% $164.76

$277,984,098

-0.73% (-17,100)

-0.06%

UHAL

AMERCO

0.65%

311,375

$55.32

28.18% $70.91

$17,225,301

ABG

ASBURY AUTOMOTIVE GROUP

14.58%

1,739,545

$240.42

8.68% $261.30

$418,221,529

CWH

CAMPING WORLD HOLDINGS INC-A

4.42%

5,108,808

$30.10

19.57% $24.21

$153,775,121

CTLP

CANTALOUPE INC

1.64%

7,180,000

$7.96

16.46% $9.27

$57,152,800

CPNG

COUPANG INC

6.51%

10,544,550

$17.40

39.77% $24.32

$183,475,184

-3.14% (-341,820)

-0.21%

ENERGY TRANSFER LP

6.51%

17,834,322

$12.70

50.16% $19.07

$226,495,889

HZNP

HORIZON THERAPEUTICS PLC

2.64%

890,993

$102.85

13.08% $116.30

$91,638,630

buy

+2.64%

LAD

LITHIA MOTORS INC

20.56%

1,869,099

$304.11

28.53% $390.86

$568,411,714