Abrams Capital Management
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), David Abrams's Abrams Capital Management reported 13 stock positions worth $3.2 billion. Its top holding was Lithia Motors (LAD) at 22.5% of the portfolio, followed by Asbury Automotive (ABG, 15.5%) and Alphabet Class A (GOOGL, 9.7%). Compared with Q4 2023, it sold out of 2 and reduced 5. The biggest sale was an exit from Teva Pharmaceutical-SP ADR (TEVA).
- Most Recent 13F
- Q2 2026
- Notable People
- David Abrams
- Location
- Boston, MA
- CIK
- 0001358706
- Portfolio Value
- $3.2B (Q1 2024)
- SEC Filing
- 0001172661-24-002290 ↗ filed May 14, 2024
Holdings Value
Holdings 13 stocks · $3.2B
| LAD Lithia Motors Inc. | 22.47% | 2,391,188 | $719.4M | No change |
| ABG Asbury Automotive Group | 15.53% | 2,108,540 | $497.2M | No change |
| GOOGL Alphabet Inc. Class A | 9.74% | 2,067,195 | $312.0M | Reduce -11.0% |
| META Meta Platforms Inc. Class A | 9.41% | 620,547 | $301.3M | Reduce -12.8% |
| ET Energy Transfer LP | 8.76% | 17,834,322 | $280.5M | No change |
| UHAL.B U-Haul Holding Co.-Non Voting | 7.38% | 3,545,220 | $236.4M | Reduce -3.2% |
| CPNG Coupang Inc. | 7.23% | 13,017,964 | $231.6M | No change |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 6.39% | 3,600,000 | $204.6M | No change |
| WTW Willis Towers Watson PLC | 6.19% | 720,779 | $198.2M | Reduce -10.7% |
| CWH Camping World Holdings Inc. Class A | 4.44% | 5,108,808 | $142.3M | No change |
| CTLP Cantaloupe Inc. | 1.44% | 7,180,000 | $46.2M | No change |
| UHAL U-Haul Holding Co. | 0.58% | 277,011 | $18.7M | Reduce -31.9% |
| NUVB Nuvation Bio Inc. | 0.43% | 3,811,513 | $13.9M | No change |
Portfolio Sells Q4 2023 → Q1 2024
| TEVA Teva Pharmaceutical-SP ADR | Sold out | 0.00% | −1.95 |
| UHAL.B U-Haul Holding Co.-Non Voting | Reduce -3.2% | 7.38% | −0.64 |
| GOOGL Alphabet Inc. Class A | Reduce -11.0% | 9.74% | −0.34 |
| UHAL U-Haul Holding Co. | Reduce -31.9% | 0.58% | −0.32 |
| USCB Uscb Financial Holdings Inc. | Sold out | 0.00% | −0.06 |
| WTW Willis Towers Watson PLC | Reduce -10.7% | 6.19% | +0.14 |
| META Meta Platforms Inc. Class A | Reduce -12.8% | 9.41% | +1.58 |
Portfolio Buys Q4 2023 → Q1 2024
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 11 | $5.5B | LOAR, LAD, GOOGL, SGI, ABG |
| Q1 2026 | 11 | $4.6B | LOAR, LAD, GOOGL, SGI, ABG |
| Q4 2025 | 12 | $5.7B | LOAR, LAD, GOOGL, SGI, ABG |
| Q3 2025 | 13 | $6.2B | LOAR, LAD, ABG, GOOGL, SGI |
| Q2 2025 | 13 | $6.1B | LOAR, LAD, ABG, SGI, CPNG |
| Q1 2025 | 13 | $5.6B | LOAR, LAD, ABG, SGI, GOOGL |
| Q4 2024 | 13 | $6.2B | LOAR, LAD, ABG, GOOGL, ET |
| Q3 2024 | 14 | $6.2B | LOAR, LAD, ABG, META, GOOGL |
| Q2 2024 | 14 | $5.1B | LOAR, LAD, ABG, GOOGL, META |
| Q1 2024 | 13 | $3.2B | LAD, ABG, GOOGL, META, ET |