David Abrams - Abrams Capital Management

History Stock Activity Share change % change to portfolio
Q2  2024
LOAR - Loar Holdings Inc Buy 38,434,378 40.13
Q3  2023
LAD - Lithia Motors Inc. Add 1.71% 40,120 0.39
Q2  2023
HZNP - Horizon Therapeutics plc Buy 890,993 2.64
Q1  2023
CTLP - Cantaloupe Inc. Add 132.36% 4,090,000 0.73
Q4  2022
CPNG - Coupang Inc. Add 0.34% 44,938 0.02
META - Meta Platforms Inc. Add 80.64% 971,691 4.17
UHAL.B - U Haul Holding Co Non Voting Buy 3,663,243 7.18
Q1  2022
CPNG - Coupang Inc. Add 40.31% 3,908,261 1.61
CTLP - Cantaloupe Inc. Add 47.85% 1,000,000 0.16
Q4  2021
CPNG - Coupang Inc. Add 119.62% 5,280,534 3.40
Q3  2021
CHNG-OLD - Change Healthcare Inc. Add 21.76% 3,034,351 1.39
USCB - USCB Financial Holdings Inc. Buy 859,354 0.23
CPNG - Coupang Inc. Buy 4,414,276 2.68
TPX - Tempur Sealy Int. Buy 3,600,000 3.64
Q2  2021
CHNG-OLD - Change Healthcare Inc. Add 12.45% 1,543,869 0.79
Q1  2021
CTLP - Cantaloupe Inc. Buy 2,090,000 0.50
NUVB - Nuvation Bio Inc. Buy 3,811,513 0.77
CHNG-OLD - Change Healthcare Inc. Buy 12,400,000 6.17
Q4  2020
LAD - Lithia Motors Inc. Add 5.62% 125,000 1.03
BMY.R - Bristol-Myers Squibb Rights Add 67.57% 10,000,000 0.19
Q3  2020
ET - Energy Transfer LP Add 63.55% 8,596,830 1.47
Q2  2020
KMI - Kinder Morgan Add 27.23% 2,669,942 1.31
Q1  2020
ABG - Asbury Automotive Group Inc. Add 11.34% 215,688 0.47
KMI - Kinder Morgan Add 14.96% 1,276,442 0.70
META - Meta Platforms Inc. Add 18.17% 185,331 1.22
GOOGL - Alphabet Inc. Add 21.01% 508,420 1.16
OI - O-I Glass Inc. Add 42.27% 2,060,176 0.58
ET - Energy Transfer LP Buy 13,527,492 2.45
TDG - TransDigm Group Inc. Buy 539,305 6.80
Q4  2019
CWH - Camping World Holdings Inc. Add 11.91% 650,182 0.30
OI - O-I Glass Inc. Buy 4,873,968 1.81
BMY.R - Bristol-Myers Squibb Rights Buy 23,202,869 2.17
AGN - Allergan Plc Buy 1,238,000 7.35
Q3  2019
CWH - Camping World Holdings Inc. Add 6.85% 349,818 0.09
TEVA - Teva Pharmaceutical Industries Ltd. Add 33.25% 6,000,000 1.16
SCU-OLD - Sculptor Capital Management Buy 2,223,860 1.21
AABA - Altaba Inc. Buy 12,650,000 6.90
Q2  2019
CWH - Camping World Holdings Inc. Add 29.49% 1,163,446 0.39
TMDX - TransMedics Group Inc. Buy 3,499,859 2.39
Q1  2019
OZM - Och Ziff Capital Mgmt Grp LLC Add 0.00% 1 0.00
CWH - Camping World Holdings Inc. Add 2.24% 86,554 0.03
META - Meta Platforms Inc. Add 2.51% 25,074 0.12
PCG - PG&E Corp. Buy 25,000,000 12.50
CELG - Celgene Corp. Buy 6,752,869 17.89
Q4  2018
BEN - Franklin Resources Add 0.93% 92,683 0.11
LAD - Lithia Motors Inc. Add 15.00% 300,000 0.95
ABG - Asbury Automotive Group Inc. Add 20.03% 317,437 0.87
CWH - Camping World Holdings Inc. Add 65.75% 1,530,708 0.73
AKBA - Akebia Therapeutics Inc. Add 405.36% 4,537,176 1.03
PACD - Pacific Drilling S.A. Buy 7,414,537 4.09
META - Meta Platforms Inc. Buy 999,649 5.42
Q3  2018
SPH - Suburban Propane Partners, L.P. Add 5.52% 156,237 0.10
ESRX - Express Scripts Add 20.32% 539,203 1.35
BEN - Franklin Resources Add 25.17% 2,000,000 1.61
ABG - Asbury Automotive Group Inc. Add 46.08% 500,000 0.91
LAD - Lithia Motors Inc. Add 92.25% 959,673 2.07
AKBA - Akebia Therapeutics Inc. Buy 1,119,286 0.26
CWH - Camping World Holdings Inc. Buy 2,328,100 1.31
SHPG - Shire plc Buy 2,247,133 10.77
Q2  2018
QCP - Quality Care Properties Inc. Add 0.37% 25,579 0.02
KERX - Keryx Biopharmaceuticals Inc. Add 2.38% 230,879 0.02
KMI - Kinder Morgan Add 3.41% 288,783 0.14
AET - Aetna Inc. Add 14.13% 195,000 1.00
UHAL - U-Haul Holding Co. Add 17.07% 84,001 0.83
SPH - Suburban Propane Partners, L.P. Add 42.44% 843,763 0.55
LAD - Lithia Motors Inc. Buy 1,040,327 2.74
GOOGL - Alphabet Inc. Buy 2,482,340 3.90
ESRX - Express Scripts Buy 2,653,101 5.70
Q1  2018
TWX - Time Warner Inc. Add 12.26% 365,461 1.08
PCG - PG&E Corp. Add 20.35% 661,357 0.91
UHAL - U-Haul Holding Co. Add 24.69% 97,434 1.05
SPH - Suburban Propane Partners, L.P. Add 31.89% 480,806 0.33
QCP - Quality Care Properties Inc. Add 37.86% 1,922,455 1.17
GPI - Group 1 Automotive Add 99.81% 250,000 0.51
KMI - Kinder Morgan Buy 8,472,622 4.00
AET - Aetna Inc. Buy 1,380,000 7.31
Q4  2017
QCP - Quality Care Properties Inc. Add 1.55% 77,545 0.04
ORLY - O'Reilly Automotive Add 3.42% 29,194 0.24
ABG - Asbury Automotive Group Inc. Add 8.51% 85,091 0.18
KERX - Keryx Biopharmaceuticals Inc. Add 69.94% 4,000,000 0.63
SPH - Suburban Propane Partners, L.P. Add 120.91% 825,126 0.67
PCG - PG&E Corp. Buy 3,250,000 4.91
TWX - Time Warner Inc. Buy 2,980,642 9.18
Q3  2017
SPH - Suburban Propane Partners, L.P. Add 75.44% 293,445 0.30
GPI - Group 1 Automotive Buy 250,471 0.71
ABG - Asbury Automotive Group Inc. Buy 1,000,000 2.38
ORLY - O'Reilly Automotive Buy 854,000 7.18
TEVA - Teva Pharmaceutical Industries Ltd. Buy 21,623,886 14.85
Q2  2017
ENT - Global Eagle Entertainment Add 18.97% 1,115,959 0.16
UHAL - U-Haul Holding Co. Add 46.32% 124,918 1.82
SPH - Suburban Propane Partners, L.P. Buy 388,969 0.37
CARS - Cars.com Inc. Buy 2,500,000 2.65
AABA - Altaba Inc. Buy 3,914,805 8.48
Q1  2017
QCP - Quality Care Properties Inc. Add 12.13% 540,815 0.39
OZM - Och Ziff Capital Mgmt Grp LLC Add 17.35% 328,860 0.29
ENT - Global Eagle Entertainment Add 17.68% 884,041 0.11
UHAL - U-Haul Holding Co. Add 162.19% 166,832 2.44
CLNS - Colony NorthStar Inc. Buy 10,908,145 5.40
Q4  2016
OZM - Och Ziff Capital Mgmt Grp LLC Add 11.20% 190,934 0.23
WFC - Wells Fargo Add 20.66% 572,343 1.16