Abrams Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| LADLithia Motors, Inc. | 17.02% | 2,351,068 | $538M | held | — | 20 q |
| METAMeta Platforms, Inc. Class A | 14.42% | 2,151,858 | $456M | trimmed−1% | +5.08 pp | 18 q |
| ABGAsbury Automotive Group, Inc. | 14.00% | 2,108,540 | $443M | trimmed−0% | +0.46 pp | 23 q |
| TDGTransDigm Group Incorporated | 8.54% | 366,187 | $270M | held | — | 13 q |
| GOOGLAlphabet Inc. Class A | 7.68% | 2,339,440 | $243M | held | — | 20 q |
| ETEnergy Transfer LP | 7.03% | 17,834,322 | $222M | held | — | 13 q |
| CPNGCoupang, Inc. | 6.80% | 13,439,964 | $215M | held | — | 7 q |
| UHAL.BU-Haul Holding Company | 6.01% | 3,663,243 | $190M | held | — | 2 q |
| WTWWillis Towers Watson Public Limited Company | 5.93% | 806,836 | $187M | held | — | 26 q |
| SGISomnigroup International Inc. | 4.50% | 3,600,000 | $142M | held | — | 7 q |
| CWHCamping World Holdings, Inc. | 3.37% | 5,108,808 | $107M | held | — | 19 q |
| TEVATeva Pharmaceutical Industries Limited | 2.23% | 7,966,433 | $71M | trimmed−50% | −2.95 pp | 23 q |
| UTE0USA Technologies, Inc. | 1.29% | 7,180,000 | $41M | added×2.3 | +0.81 pp | 9 q |
| UHALU-Haul Holding Company | 0.77% | 407,027 | $24M | held | — | 26 q |
| NUVBNuvation Bio Inc. | 0.20% | 3,811,513 | $6M | held | — | 9 q |
| USCBUSCB Financial Holdings, Inc. Class A | 0.20% | 649,085 | $6M | held | — | 6 q |
