David Abrams's Portfolio

Abrams Capital Management 13F holdings

What is David Abrams's portfolio?

Abrams Capital Management has disclosed a total of 14 security holdings in their (2024 Q2) SEC 13F filing(s) with portfolio value of $5,114,883,475.

What stocks does David Abrams own?

In David Abrams's portfolio as of 30 Jun 2024, the top 5 holdings are (LOAR) LOAR HOLDINGS INC (40.13%), (LAD) LITHIA MOTORS INC (11.80%), (ABG) ASBURY AUTOMOTIVE GROUP (9.39%), (GOOGL) ALPHABET INC-CL A (7.36%) and (META) META PLATFORMS INC-CLASS A (6.12%).

To see the historical data of Abrams Capital Management's portfolio holdings please click on the "2024 Q2" dropdown menu and select the date.

To see Abrams Capital Management's original 13F reports (2024 Q2), please click on the "important" button.

Portfolio value: $5,114M+

Period: 2024 Q2

Number of stock: 14

Update: 09 Aug 2024

Important

History

% difference
Current Price

Value

% (shares)
Activity

% change to
Portfolio

GOOGL

ALPHABET INC-CL A

7.36%

2,067,195

$182.15

9.55% $164.76

$376,539,569

UHAL

AMERCO

0.09%

75,005

$61.73

14.87% $70.91

$4,630,059

-72.92% (-202,006)

-0.24%

ABG

ASBURY AUTOMOTIVE GROUP

9.39%

1,159,697

$227.87

14.67% $261.30

$264,260,155

CWH

CAMPING WORLD HOLDINGS INC-A

1.78%

5,108,808

$17.86

35.55% $24.21

$91,243,311

CTLP

CANTALOUPE INC

0.93%

7,180,000

$6.60

40.45% $9.27

$47,388,000

CPNG

COUPANG INC

5.33%

6,964,610

$20.95

16.09% $24.32

$145,908,595

ENERGY TRANSFER LP

5.66%

17,834,322

$16.22

17.57% $19.07

$289,272,703

LAD

LITHIA MOTORS INC

11.80%

2,391,188

$252.45

54.83% $390.86

$603,655,411

LOAR

LOAR HOLDINGS INC

40.13%

19,985,876

$53.41

76.63% $94.34

$1,067,445,667

buy

+40.13%