Top Funds / ABRAMS CAPITAL MANAGEMENT, L.P.


David Abrams

2020Q4 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q3 $ vs. 2020Q3
LITHIA MOTORS INC CL A 2,351,068 $688,087,000 19.41% +125,000 +$180,677,000
TransDigm Group INC 539,305 $333,749,000 9.41% No Change +$77,514,000
Facebook Inc CL A 1,205,043 $329,170,000 9.28% No Change +$13,569,000
ASBURY AUTOMOTIVE GROUP INC 2,118,216 $308,709,000 8.71% No Change +$102,289,000
PG&E Corp 23,195,008 $289,010,000 8.15% -1,804,992 +$54,260,000
Alphabet Inc. CAP STK CL A 146,440 $256,657,000 7.24% No Change +$42,035,000
AMERCO /NV/ 561,258 $254,789,000 7.19% No Change +$54,992,000
TEVA PHARMACEUTICAL INDUSTRIES LTD SPONSORED ADS 24,046,356 $232,047,000 6.54% No Change +$15,389,000
WILLIS TOWERS WATSON PLC 1,094,001 $230,484,000 6.50% No Change +$2,035,000
KINDER MORGAN, INC. 12,476,200 $170,550,000 4.81% No Change +$16,718,000
Energy Transfer LP UT LTD PTN 22,124,322 $136,728,000 3.86% No Change +$16,814,000
Camping World Holdings, Inc. CL A 5,108,808 $133,084,000 3.75% No Change -$18,903,000
O-I Glass, Inc. /DE/ 6,934,144 $82,516,000 2.33% No Change +$9,083,000
TransMedics Group, Inc. 3,499,859 $69,647,000 1.96% No Change +$21,419,000
BRISTOL MYERS SQUIBB CO RIGHT 99/99/9999 24,800,355 $17,115,000 0.48% +10,000,000 -$16,186,000
Sculptor Capital Management, Inc. CL A 521,991 $7,934,000 0.22% -1,069,183 -$10,746,000
Clear Channel Outdoor Holdings, Inc. 3,354,390 $5,535,000 0.16% No Change +$2,181,000
Akebia Therapeutics, Inc. 0 $0 0% Closed -$14,198,000
FRANKLIN RESOURCES INC 0 $0 0% Closed -$166,948,000