Abrams Capital Management, L.p. (David Abrams)
Basic Stats
Market Value
3.48B
Top 10 (%)
88.81%
Portfolio Size
17 (1)
Avg. Holding Period
15 years
Turnover
0.06%
Industry Breakdown
Retail-auto Dealers & Gasoline Stations
39.56%
Services-computer Programming, Data Processing, Etc.
17.39%
10.80%
Aircraft Parts & Auxiliary Equipment, Nec
8.04%
Retail-catalog & Mail-order Houses
6.51%
Natural Gas Transmission
6.51%
Pharmaceutical Preparations
4.56%
Household Furniture
4.15%
Calculating & Accounting Machines (no Electronic Computers)
1.64%
Services-auto Rental & Leasing (no Drivers)
0.65%
Company | Ticker | Market Value | % Portfolio | Shares | Change | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 Lithia Mtrs Inc | LAD | 714.98M | 20.56% | 2.35M | — | — | $304.11 | 8.56% |
 Asbury Automotive Group Inc | ABG | 506.94M | 14.58% | 2.11M | — | — | $240.42 | 9.76% |
 Meta Platforms Inc | META | 326.62M | 9.39% | 1.14M | -47.11% | -1.01M | $286.98 | 0.04% |
 Transdigm Group Inc | TDG | 279.65M | 8.04% | 312.75K | -14.59% | -53.44K | $894.17 | 0.55% |
 Alphabet Inc | GOOGL | 277.98M | 7.99% | 2.32M | -0.73% | -17.10K | $119.70 | 0.02% |
 Coupang Inc | CPNG | 226.51M | 6.51% | 13.02M | -3.14% | -422K | $17.40 | 0.73% |
 Energy Transfer L P | ET | 226.50M | 6.51% | 17.83M | — | — | $12.70 | 0.58% |
 Willis Towers Watson Plc Ltd | 190.01M | 5.46% | 806.84K | — | — | $235.50 | — | |
U Haul Holding Company | 185.62M | 5.34% | 3.66M | — | — | $50.67 | — | |
 Camping World Hldgs Inc | CWH | 153.78M | 4.42% | 5.11M | — | — | $30.10 | 11.49% |
 Tempur Sealy Intl Inc | TPX | 144.25M | 4.15% | 3.60M | — | — | $40.07 | 2.09% |
 Horizon Therapeutics Pub L | HZNP | 91.64M | 2.64% | 890.99K | New Buy | 890.99K | $102.85 | 0.39% |
 Teva Pharmaceutical Inds Ltd | TEVA | 59.99M | 1.73% | 7.97M | — | — | $7.53 | 0.71% |
 Cantaloupe Inc | CTLP | 57.15M | 1.64% | 7.18M | — | — | $7.96 | 9.90% |
 U Haul Holding Company | UHAL | 22.52M | 0.65% | 407.03K | — | — | $55.32 | 0.21% |
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