What David Abrams Bought in Q2 2024
Abrams Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-06-30 · Filed · Historical
$5.11B
Total Value
14
Holdings
1
New Buys
0
Reduced
In Q2 2024, David Abrams reported 14 long equity positions worth $5.11B in their Abrams Capital Management 13F filing, including 1 new positions (largest: LOAR HOLDINGS INC at $2.05B) and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | LOAR | LOAR HOLDINGS INC | 38434378 | $2.05B | 40.13% | NEW |
| 2 | LAD | LITHIA MTRS INC | 2391188 | $603.7M | 11.80% | — |
| 3 | ABG | ASBURY AUTOMOTIVE GROUP INC | 2108540 | $480.5M | 9.39% | — |
| 4 | GOOGL | ALPHABET INC | 2067195 | $376.5M | 7.36% | — |
| 5 | META | META PLATFORMS INC | 620547 | $312.9M | 6.12% | — |
| 6 | ET | ENERGY TRANSFER L P | 17834322 | $289.3M | 5.66% | — |
| 7 | CPNG | COUPANG INC | 13017964 | $272.7M | 5.33% | — |
| 8 | UHAL-B | U HAUL HOLDING COMPANY | 3545220 | $212.8M | 4.16% | — |
| 9 | WTW | WILLIS TOWERS WATSON PLC LTD | 720779 | $188.9M | 3.69% | — |
| 10 | SGI | TEMPUR SEALY INTL INC | 3600000 | $170.4M | 3.33% | — |
| 11 | CWH | CAMPING WORLD HLDGS INC | 5108808 | $91.2M | 1.78% | — |
| 12 | CTLPP | CANTALOUPE INC | 7180000 | $47.4M | 0.93% | — |
| 13 | NUVB | NUVATION BIO INC | 3811513 | $11.1M | 0.22% | — |
| 14 | UHAL | U HAUL HOLDING COMPANY | 75005 | $4.6M | 0.09% | +-72.9% |