13F HOLDINGS REPORT
ABRAMS CAPITAL MANAGEMENT, L.P.
Quarter ended Q1 2023 · Filed February 10, 2023 · Accession 0001172661-23-000651
Total Value
$2.80B
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LITHIA MTRS INC | 536797103 | 2,351,068 | $481.4M | 17.17% |
| 2 | ASBURY AUTOMOTIVE GROUP INC | ABG | 2,118,216 | $379.7M | 13.54% |
| 3 | META PLATFORMS INC | META | 2,176,734 | $261.9M | 9.34% |
| 4 | TRANSDIGM GROUP INC | TDG | 366,187 | $230.6M | 8.22% |
| 5 | ENERGY TRANSFER L P | ET-PI | 17,834,322 | $211.7M | 7.55% |
| 6 | ALPHABET INC | GOOG | 2,339,440 | $206.4M | 7.36% |
| 7 | U HAUL HOLDING COMPANY | UHAL-B | 3,663,243 | $201.4M | 7.18% |
| 8 | COUPANG INC | CPNG | 13,439,964 | $197.7M | 7.05% |
| 9 | WILLIS TOWERS WATSON PLC LTD | WTW | 806,836 | $197.3M | 7.04% |
| 10 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 15,932,865 | $145.3M | 5.18% |
| 11 | TEMPUR SEALY INTL INC | SGI | 3,600,000 | $123.6M | 4.41% |
| 12 | CAMPING WORLD HLDGS INC | CWH | 5,108,808 | $114.0M | 4.07% |
| 13 | U HAUL HOLDING COMPANY | UHAL-B | 407,027 | $24.5M | 0.87% |
| 14 | CANTALOUPE INC | CTLPP | 3,090,000 | $13.4M | 0.48% |
| 15 | USCB FINANCIAL HOLDINGS INC | USCB | 649,085 | $7.9M | 0.28% |
| 16 | NUVATION BIO INC | NUVB | 3,811,513 | $7.3M | 0.26% |