Abrams Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| LADLithia Motors, Inc. | 22.47% | 2,391,188 | $719M | held | — | 24 q |
| ABGAsbury Automotive Group, Inc. | 15.53% | 2,108,540 | $497M | held | — | 27 q |
| GOOGLAlphabet Inc. Class A | 9.74% | 2,067,195 | $312M | trimmed−11% | −0.34 pp | 24 q |
| METAMeta Platforms, Inc. Class A | 9.41% | 620,547 | $301M | trimmed−13% | +1.58 pp | 22 q |
| ETEnergy Transfer LP | 8.76% | 17,834,322 | $281M | held | — | 17 q |
| UHAL.BU-Haul Holding Company | 7.38% | 3,545,220 | $236M | trimmed−3% | −0.64 pp | 6 q |
| CPNGCoupang, Inc. | 7.23% | 13,017,964 | $232M | held | — | 11 q |
| SGISomnigroup International Inc. | 6.39% | 3,600,000 | $205M | held | — | 11 q |
| WTWWillis Towers Watson Public Limited Company | 6.19% | 720,779 | $198M | trimmed−11% | +0.14 pp | 30 q |
| CWHCamping World Holdings, Inc. | 4.44% | 5,108,808 | $142M | held | — | 23 q |
| UTE0USA Technologies, Inc. | 1.44% | 7,180,000 | $46M | held | — | 13 q |
| UHALU-Haul Holding Company | 0.58% | 277,011 | $19M | trimmed−32% | −0.33 pp | 30 q |
| NUVBNuvation Bio Inc. | 0.43% | 3,811,513 | $14M | held | — | 13 q |
| TEVATeva Pharmaceutical Industries Limited | — | −5,996,836 | — | exited | −1.95 pp | — |
| USCBUSCB Financial Holdings, Inc. Class A | — | −149,786 | — | exited | −0.06 pp | — |
