13F HOLDINGS REPORT
ABRAMS CAPITAL MANAGEMENT, L.P.
Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001172661-24-002290
Total Value
$3.20B
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LITHIA MTRS INC | 536797103 | 2,391,188 | $719.4M | 22.47% |
| 2 | ASBURY AUTOMOTIVE GROUP INC | ABG | 2,108,540 | $497.2M | 15.53% |
| 3 | ALPHABET INC | GOOG | 2,067,195 | $312.0M | 9.74% |
| 4 | META PLATFORMS INC | META | 620,547 | $301.3M | 9.41% |
| 5 | ENERGY TRANSFER L P | ET-PI | 17,834,322 | $280.5M | 8.76% |
| 6 | U HAUL HOLDING COMPANY | UHAL-B | 3,545,220 | $236.4M | 7.38% |
| 7 | COUPANG INC | CPNG | 13,017,964 | $231.6M | 7.23% |
| 8 | TEMPUR SEALY INTL INC | SGI | 3,600,000 | $204.6M | 6.39% |
| 9 | WILLIS TOWERS WATSON PLC LTD | WTW | 720,779 | $198.2M | 6.19% |
| 10 | CAMPING WORLD HLDGS INC | CWH | 5,108,808 | $142.3M | 4.44% |
| 11 | CANTALOUPE INC | CTLPP | 7,180,000 | $46.2M | 1.44% |
| 12 | U HAUL HOLDING COMPANY | UHAL-B | 277,011 | $18.7M | 0.58% |
| 13 | NUVATION BIO INC | NUVB | 3,811,513 | $13.9M | 0.43% |