What David Abrams Bought in Q1 2024
Abrams Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-03-31 · Filed · Historical
$3.20B
Total Value
13
Holdings
0
New Buys
0
Reduced
In Q1 2024, David Abrams reported 13 long equity positions worth $3.20B in their Abrams Capital Management 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | LAD | LITHIA MTRS INC | 2391188 | $719.4M | 22.47% | — |
| 2 | ABG | ASBURY AUTOMOTIVE GROUP INC | 2108540 | $497.2M | 15.53% | — |
| 3 | GOOGL | ALPHABET INC | 2067195 | $312.0M | 9.74% | — |
| 4 | META | META PLATFORMS INC | 620547 | $301.3M | 9.41% | — |
| 5 | ET | ENERGY TRANSFER L P | 17834322 | $280.5M | 8.76% | — |
| 6 | UHAL-B | U HAUL HOLDING COMPANY | 3545220 | $236.4M | 7.38% | — |
| 7 | CPNG | COUPANG INC | 13017964 | $231.6M | 7.23% | — |
| 8 | SGI | TEMPUR SEALY INTL INC | 3600000 | $204.6M | 6.39% | — |
| 9 | WTW | WILLIS TOWERS WATSON PLC LTD | 720779 | $198.2M | 6.19% | — |
| 10 | CWH | CAMPING WORLD HLDGS INC | 5108808 | $142.3M | 4.44% | — |
| 11 | CTLPP | CANTALOUPE INC | 7180000 | $46.2M | 1.44% | — |
| 12 | UHAL | U HAUL HOLDING COMPANY | 277011 | $18.7M | 0.58% | — |
| 13 | NUVB | NUVATION BIO INC | 3811513 | $13.9M | 0.43% | — |