What David Abrams Bought in Q4 2024
Abrams Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-12-31 · Filed · Historical
$6.22B
Total Value
13
Holdings
0
New Buys
3
Reduced
In Q4 2024, David Abrams reported 13 long equity positions worth $6.22B in their Abrams Capital Management 13F filing and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | LOAR | LOAR HOLDINGS INC | 37427917 | $2.77B | 44.50% | -2.6% |
| 2 | LAD | LITHIA MTRS INC | 2391188 | $854.7M | 13.75% | — |
| 3 | ABG | ASBURY AUTOMOTIVE GROUP INC | 2108540 | $512.4M | 8.24% | — |
| 4 | GOOGL | ALPHABET INC | 2124130 | $402.1M | 6.47% | +2.8% |
| 5 | ET | ENERGY TRANSFER L P | 17834322 | $349.4M | 5.62% | — |
| 6 | META | META PLATFORMS INC | 557752 | $326.6M | 5.25% | -10.1% |
| 7 | CPNG | COUPANG INC | 13017964 | $286.1M | 4.60% | — |
| 8 | WTW | WILLIS TOWERS WATSON PLC LTD | 720779 | $225.8M | 3.63% | — |
| 9 | UHAL-B | U HAUL HOLDING COMPANY | 3251469 | $208.3M | 3.35% | -4.5% |
| 10 | SGI | TEMPUR SEALY INTL INC | 3600000 | $204.1M | 3.28% | — |
| 11 | CTLPP | CANTALOUPE INC | 7180000 | $68.3M | 1.10% | — |
| 12 | NUVB | NUVATION BIO INC | 3811513 | $10.1M | 0.16% | — |
| 13 | UHAL | U HAUL HOLDING COMPANY | 36401 | $2.5M | 0.04% | — |