Abrams Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| LADLithia Motors, Inc. | 16.47% | 2,351,068 | $706M | held | — | 16 q |
| GOOGLAlphabet Inc. Class A | 9.51% | 146,440 | $407M | held | — | 16 q |
| CHNGChange Healthcare Inc. | 8.64% | 16,978,220 | $370M | held | — | 5 q |
| TDGTransDigm Group Incorporated | 8.20% | 539,305 | $351M | held | — | 9 q |
| ABGAsbury Automotive Group, Inc. | 7.92% | 2,118,216 | $339M | held | — | 19 q |
| METAMeta Platforms, Inc. Class A | 6.25% | 1,205,043 | $268M | held | — | 14 q |
| UHALU-Haul Holding Company | 5.89% | 422,917 | $252M | trimmed−6% | −1.25 pp | 22 q |
| WTWWillis Towers Watson Public Limited Company | 5.89% | 1,068,745 | $252M | held | — | 22 q |
| ETEnergy Transfer LP | 5.78% | 22,124,322 | $248M | held | — | 9 q |
| CPNGCoupang, Inc. | 5.61% | 13,603,071 | $241M | added+40% | −0.64 pp | 3 q |
| KMIKinder Morgan, Inc. | 5.51% | 12,476,200 | $236M | held | — | 17 q |
| TEVATeva Pharmaceutical Industries Limited | 5.27% | 24,046,356 | $226M | held | — | 19 q |
| CWHCamping World Holdings, Inc. | 3.33% | 5,108,808 | $143M | held | — | 15 q |
| SGISomnigroup International Inc. | 2.35% | 3,600,000 | $101M | held | — | 3 q |
| OIO-I Glass, Inc. | 2.13% | 6,934,144 | $91M | held | — | 10 q |
| UTE0USA Technologies, Inc. | 0.49% | 3,090,000 | $21M | added+48% | +0.08 pp | 5 q |
| NUVBNuvation Bio Inc. | 0.47% | 3,811,513 | $20M | held | — | 5 q |
| USCBUSCB Financial Holdings, Inc. Class A | 0.29% | 859,354 | $12M | held | — | 2 q |
