13F HOLDINGS REPORT
ABRAMS CAPITAL MANAGEMENT, L.P.
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001172661-23-003805
Total Value
$3.03B
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LITHIA MTRS INC | 536797103 | 2,391,188 | $706.2M | 23.33% |
| 2 | ASBURY AUTOMOTIVE GROUP INC | ABG | 2,108,540 | $485.1M | 16.03% |
| 3 | ALPHABET INC | GOOG | 2,322,340 | $303.9M | 10.04% |
| 4 | META PLATFORMS INC | META | 928,474 | $278.7M | 9.21% |
| 5 | ENERGY TRANSFER L P | ET-PI | 17,834,322 | $250.2M | 8.27% |
| 6 | COUPANG INC | CPNG | 13,017,964 | $221.3M | 7.31% |
| 7 | U HAUL HOLDING COMPANY | UHAL-B | 3,663,243 | $191.9M | 6.34% |
| 8 | WILLIS TOWERS WATSON PLC LTD | WTW | 806,836 | $168.6M | 5.57% |
| 9 | TEMPUR SEALY INTL INC | SGI | 3,600,000 | $156.0M | 5.16% |
| 10 | CAMPING WORLD HLDGS INC | CWH | 5,108,808 | $104.3M | 3.45% |
| 11 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 7,966,433 | $81.3M | 2.68% |
| 12 | CANTALOUPE INC | CTLPP | 7,180,000 | $44.9M | 1.48% |
| 13 | U HAUL HOLDING COMPANY | UHAL-B | 407,027 | $22.2M | 0.73% |
| 14 | USCB FINANCIAL HOLDINGS INC | USCB | 649,085 | $6.8M | 0.23% |
| 15 | NUVATION BIO INC | NUVB | 3,811,513 | $5.1M | 0.17% |