Abrams Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| LADLithia Motors, Inc. | 17.96% | 2,351,068 | $808M | held | — | 13 q |
| METAMeta Platforms, Inc. Class A | 9.31% | 1,205,043 | $419M | held | — | 11 q |
| ABGAsbury Automotive Group, Inc. | 8.07% | 2,118,216 | $363M | held | — | 16 q |
| GOOGLAlphabet Inc. Class A | 7.95% | 146,440 | $358M | held | — | 13 q |
| TDGTransDigm Group Incorporated | 7.76% | 539,305 | $349M | held | — | 6 q |
| UHALU-Haul Holding Company | 7.35% | 561,258 | $331M | held | — | 19 q |
| CHNGChange Healthcare Inc. | 7.14% | 13,943,869 | $321M | added+12% | +0.97 pp | 2 q |
| WTWWillis Towers Watson Public Limited Company | 5.59% | 1,094,001 | $252M | held | — | 19 q |
| TEVATeva Pharmaceutical Industries Limited | 5.29% | 24,046,356 | $238M | held | — | 16 q |
| ETEnergy Transfer LP | 5.23% | 22,124,322 | $235M | held | — | 6 q |
| KMIKinder Morgan, Inc. | 5.06% | 12,476,200 | $227M | held | — | 14 q |
| PCGPG&E Corporation | 4.79% | 21,177,838 | $215M | trimmed−7% | −1.21 pp | 10 q |
| CWHCamping World Holdings, Inc. | 4.65% | 5,108,808 | $209M | held | — | 12 q |
| OIO-I Glass, Inc. | 2.52% | 6,934,144 | $113M | held | — | 7 q |
| NUVBNuvation Bio Inc. | 0.79% | 3,811,513 | $35M | held | — | 2 q |
| UTE0USA Technologies, Inc. | 0.55% | 2,090,000 | $25M | held | — | 2 q |
