David Abrams (Abrams Capital Management) Portfolio March 31, 2021
David Abrams, revealed in a recent regulatory filing his newest positions. In his Abrams Capital Management’s portfolio you can find the top 18 holdings based on Abrams’s 13F filings as of March 31, 2021.
| No. | Stock | Class | Value | % of total portfolio | Shares | Price per share* |
| 1 | LITHIA MTRS INC | COM | 705,603,000 | 16.5 | 2,351,068 | 300.12 |
| 2 | ALPHABET INC | CAP STK CL A | 407,301,000 | 9.5 | 146,440 | 2781.35 |
| 3 | CHANGE HEALTHCARE INC | COM | 370,125,000 | 8.6 | 16,978,220 | 21.8 |
| 4 | TRANSDIGM GROUP INC | COM | 351,379,000 | 8.2 | 539,305 | 651.54 |
| 5 | ASBURY AUTOMOTIVE GROUP INC | COM | 339,338,000 | 7.9 | 2,118,216 | 160.2 |
| 6 | META PLATFORMS INC | CL A | 267,953,000 | 6.3 | 1,205,043 | 222.36 |
| 7 | WILLIS TOWERS WATSON PLC LTD | SHS | 252,459,000 | 5.9 | 1,068,745 | 236.22 |
| 8 | AMERCO | COM | 252,456,000 | 5.9 | 422,917 | 596.94 |
| 9 | ENERGY TRANSFER L P | COM UT LTD PTN | 247,571,000 | 5.8 | 22,124,322 | 11.19 |
| 10 | COUPANG INC | CL A | 240,502,000 | 5.6 | 13,603,071 | 17.68 |
| 11 | KINDER MORGAN INC DEL | COM | 235,925,000 | 5.5 | 12,476,200 | 18.91 |
| 12 | TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 225,795,000 | 5.3 | 24,046,356 | 9.39 |
| 13 | CAMPING WORLD HLDGS INC | CL A | 142,791,000 | 3.3 | 5,108,808 | 27.95 |
| 14 | TEMPUR SEALY INTL INC | COM | 100,512,000 | 2.3 | 3,600,000 | 27.92 |
| 15 | O-I GLASS INC | COM | 91,392,000 | 2.1 | 6,934,144 | 13.18 |
| 16 | CANTALOUPE INC | COM | 20,919,000 | 0.5 | 3,090,000 | 6.77 |
| 17 | NUVATION BIO INC | COM CL A | 20,049,000 | 0.5 | 3,811,513 | 5.26 |
| 18 | USCB FINANCIAL HOLDINGS INC | CLASS A COM | 12,315,000 | 0.3 | 859,354 | 14.33 |
*Price per share is the stock price on the date of the portfolio.