Q1 2024 · 13F-HR
ABRAMS CAPITAL MANAGEMENT, L.P.holdings as filed
Filed 2024-05-14 · accession 0001172661-24-002290
$3.20B
Reported value
13
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 536797103 | LAD | LITHIA MTRS INC | $719.4M | 22.5% | 2,391,188 | Common | SOLE |
| 043436104 | ABG | ASBURY AUTOMOTIVE GROUP INC | $497.2M | 15.5% | 2,108,540 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $312.0M | 9.74% | 2,067,195 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $301.3M | 9.41% | 620,547 | Common | SOLE |
| 29273V100 | ET | ENERGY TRANSFER L P | $280.5M | 8.76% | 17,834,322 | Common | SOLE |
| 023586506 | UHAL/B | U HAUL HOLDING COMPANY | $236.4M | 7.38% | 3,545,220 | Common | NONE |
| 22266T109 | CPNG | COUPANG INC | $231.6M | 7.23% | 13,017,964 | Common | SOLE |
| 88023U101 | SGI | TEMPUR SEALY INTL INC | $204.6M | 6.39% | 3,600,000 | Common | SOLE |
| G96629103 | WTW | WILLIS TOWERS WATSON PLC LTD | $198.2M | 6.19% | 720,779 | Common | SOLE |
| 13462K109 | CWH | CAMPING WORLD HLDGS INC | $142.3M | 4.44% | 5,108,808 | Common | SOLE |
| 138103106 | UTE0 | CANTALOUPE INC | $46.2M | 1.44% | 7,180,000 | Common | SOLE |
| 023586100 | UHAL | U HAUL HOLDING COMPANY | $18.7M | 0.58% | 277,011 | Common | SOLE |
| 67080N101 | NUVB | NUVATION BIO INC | $13.9M | 0.43% | 3,811,513 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.