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Abrams Capital Management, L.P. Top Holdings and 13F Report (2024)

About Abrams Capital Management, L.P.

Investment Activity

  • Abrams Capital Management, L.P. has $6.23 billion in total holdings as of September 30, 2024.
  • Abrams Capital Management, L.P. owns shares of 14 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • About 0.99% of the portfolio was sold this quarter.
  • This quarter, Abrams Capital Management, L.P. has purchased 14 new stocks and bought additional shares in 0 stocks.
  • Abrams Capital Management, L.P. sold shares of 3 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

LOAR HOLDINGS INC
$2,866,820,255
Lithia Motors
$759,536,956
Meta Platforms
$355,225,925
Alphabet
$342,844,291

Largest Sales this Quarter

Camping World
2,000,000 shares (about $48.44M)
U HAUL HOLDING COMPANY
141,484 shares (about $10.19M)
U-Haul
38,604 shares (about $2.99M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAbrams Capital Management, L.P.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
LOAR HOLDINGS INC
$2,866,820,2550.0%38,434,37846.0%COM SHS
Lithia Motors, Inc. stock logo
LAD
Lithia Motors
$759,536,9560.0%2,391,18812.2%Retail/Wholesale
Asbury Automotive Group, Inc. stock logo
ABG
Asbury Automotive Group
$503,076,5590.0%2,108,5408.1%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$355,225,9250.0%620,5475.7%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$342,844,2910.0%2,067,1955.5%Computer and Technology
Coupang, Inc. stock logo
CPNG
Coupang
$319,591,0160.0%13,017,9645.1%Retail/Wholesale
Energy Transfer LP stock logo
ET
Energy Transfer
$286,240,8680.0%17,834,3224.6%Oils/Energy
U HAUL HOLDING COMPANY
$245,068,992$10,186,848 -4.0%3,403,7363.9%COM SER N
Willis Towers Watson Public Limited stock logo
WTW
Willis Towers Watson Public
$212,291,0390.0%720,7793.4%Finance
Tempur Sealy International, Inc. stock logo
TPX
Tempur Sealy International
$196,560,0000.0%3,600,0003.2%Retail/Wholesale
Camping World Holdings, Inc. stock logo
CWH
Camping World
$75,295,330$48,440,000 -39.1%3,108,8081.2%Consumer Discretionary
Cantaloupe, Inc. stock logo
CTLP
Cantaloupe
$53,132,0000.0%7,180,0000.9%Business Services
Nuvation Bio Inc. stock logo
NUVB
Nuvation Bio
$8,728,3650.0%3,811,5130.1%Medical
U-Haul Holding stock logo
UHAL
U-Haul
$2,820,349$2,991,037 -51.5%36,4010.0%Transportation

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data