What David Abrams Bought in Q3 2024
Abrams Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-09-30 · Filed · Historical
$6.23B
Total Value
14
Holdings
0
New Buys
3
Reduced
In Q3 2024, David Abrams reported 14 long equity positions worth $6.23B in their Abrams Capital Management 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | LOAR | LOAR HOLDINGS INC | 38434378 | $2.87B | 46.04% | — |
| 2 | LAD | LITHIA MTRS INC | 2391188 | $759.5M | 12.20% | — |
| 3 | ABG | ASBURY AUTOMOTIVE GROUP INC | 2108540 | $503.1M | 8.08% | — |
| 4 | META | META PLATFORMS INC | 620547 | $355.2M | 5.70% | — |
| 5 | GOOGL | ALPHABET INC | 2067195 | $342.8M | 5.51% | — |
| 6 | CPNG | COUPANG INC | 13017964 | $319.6M | 5.13% | — |
| 7 | ET | ENERGY TRANSFER L P | 17834322 | $286.2M | 4.60% | — |
| 8 | UHAL-B | U HAUL HOLDING COMPANY | 3403736 | $245.1M | 3.94% | -4.0% |
| 9 | WTW | WILLIS TOWERS WATSON PLC LTD | 720779 | $212.3M | 3.41% | — |
| 10 | SGI | TEMPUR SEALY INTL INC | 3600000 | $196.6M | 3.16% | — |
| 11 | CWH | CAMPING WORLD HLDGS INC | 3108808 | $75.3M | 1.21% | -39.1% |
| 12 | CTLPP | CANTALOUPE INC | 7180000 | $53.1M | 0.85% | — |
| 13 | NUVB | NUVATION BIO INC | 3811513 | $8.7M | 0.14% | — |
| 14 | UHAL | U HAUL HOLDING COMPANY | 36401 | $2.8M | 0.05% | -51.5% |