Abrams Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| LADLithia Motors, Inc. | 20.56% | 2,351,068 | $715M | held | — | 21 q |
| ABGAsbury Automotive Group, Inc. | 14.58% | 2,108,540 | $507M | held | — | 24 q |
| METAMeta Platforms, Inc. Class A | 9.39% | 1,138,126 | $327M | trimmed−47% | −5.03 pp | 19 q |
| TDGTransDigm Group Incorporated | 8.04% | 312,747 | $280M | trimmed−15% | −0.50 pp | 14 q |
| GOOGLAlphabet Inc. Class A | 7.99% | 2,322,340 | $278M | trimmed−1% | +0.31 pp | 21 q |
| CPNGCoupang, Inc. | 6.51% | 13,017,964 | $227M | trimmed−3% | −0.29 pp | 8 q |
| ETEnergy Transfer LP | 6.51% | 17,834,322 | $226M | held | — | 14 q |
| WTWWillis Towers Watson Public Limited Company | 5.46% | 806,836 | $190M | held | — | 27 q |
| UHAL.BU-Haul Holding Company | 5.34% | 3,663,243 | $186M | held | — | 3 q |
| CWHCamping World Holdings, Inc. | 4.42% | 5,108,808 | $154M | held | — | 20 q |
| SGISomnigroup International Inc. | 4.15% | 3,600,000 | $144M | held | — | 8 q |
| HZNPHorizon Therapeutics PLC | 2.64% | 890,993 | $92M | new | +2.64 pp | new |
| TEVATeva Pharmaceutical Industries Limited | 1.72% | 7,966,433 | $60M | held | — | 24 q |
| UTE0USA Technologies, Inc. | 1.64% | 7,180,000 | $57M | held | — | 10 q |
| UHALU-Haul Holding Company | 0.65% | 407,027 | $23M | held | — | 27 q |
| NUVBNuvation Bio Inc. | 0.20% | 3,811,513 | $7M | held | — | 10 q |
| USCBUSCB Financial Holdings, Inc. Class A | 0.19% | 649,085 | $7M | held | — | 7 q |
