13F HOLDINGS REPORT
ABRAMS CAPITAL MANAGEMENT, L.P.
Quarter ended Q2 2024 · Filed August 9, 2024 · Accession 0001172661-24-003200
Total Value
$5.11B
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LOAR HOLDINGS INC | LOAR | 38,434,378 | $2.05B | 40.13% |
| 2 | LITHIA MTRS INC | 536797103 | 2,391,188 | $603.7M | 11.80% |
| 3 | ASBURY AUTOMOTIVE GROUP INC | ABG | 2,108,540 | $480.5M | 9.39% |
| 4 | ALPHABET INC | GOOG | 2,067,195 | $376.5M | 7.36% |
| 5 | META PLATFORMS INC | META | 620,547 | $312.9M | 6.12% |
| 6 | ENERGY TRANSFER L P | ET-PI | 17,834,322 | $289.3M | 5.66% |
| 7 | COUPANG INC | CPNG | 13,017,964 | $272.7M | 5.33% |
| 8 | U HAUL HOLDING COMPANY | UHAL-B | 3,545,220 | $212.8M | 4.16% |
| 9 | WILLIS TOWERS WATSON PLC LTD | WTW | 720,779 | $188.9M | 3.69% |
| 10 | TEMPUR SEALY INTL INC | SGI | 3,600,000 | $170.4M | 3.33% |
| 11 | CAMPING WORLD HLDGS INC | CWH | 5,108,808 | $91.2M | 1.78% |
| 12 | CANTALOUPE INC | CTLPP | 7,180,000 | $47.4M | 0.93% |
| 13 | NUVATION BIO INC | NUVB | 3,811,513 | $11.1M | 0.22% |
| 14 | U HAUL HOLDING COMPANY | UHAL-B | 75,005 | $4.6M | 0.09% |