David Abrams - Abrams Capital Management

History Stock Activity ▼ Share change % change to portfolio
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
≡ META - Meta Platforms Inc. Add 80.64% 971,691 4.17
≡ CPNG - Coupang Inc. Add 0.34% 44,938 0.02
≡ UHAL.B - U Haul Holding Co Non Voting Buy 3,663,243 7.18
Q1  2022
≡ CTLP - Cantaloupe Inc. Add 47.85% 1,000,000 0.16
≡ CPNG - Coupang Inc. Add 40.31% 3,908,261 1.61
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
≡ TPX - Tempur Sealy Int. Buy 3,600,000 3.64
≡ CPNG - Coupang Inc. Buy 4,414,276 2.68
≡ USCB - USCB Financial Holdings Inc. Buy 859,354 0.23
Q2  2021
≡ CHNG-OLD - Change Healthcare Inc. Add 12.45% 1,543,869 0.79
Q1  2021
≡ CHNG-OLD - Change Healthcare Inc. Buy 12,400,000 6.17
≡ NUVB - Nuvation Bio Inc. Buy 3,811,513 0.77
≡ CTLP - Cantaloupe Inc. Buy 2,090,000 0.50
Q4  2020
≡ BMY.R - Bristol-Myers Squibb Rights Add 67.57% 10,000,000 0.19
≡ LAD - Lithia Motors Inc. Add 5.62% 125,000 1.03
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
≡ OI - O-I Glass Inc. Add 42.27% 2,060,176 0.58
≡ GOOGL - Alphabet Inc. Add 21.01% 508,420 1.16
≡ META - Meta Platforms Inc. Add 18.17% 185,331 1.22
≡ KMI - Kinder Morgan Add 14.96% 1,276,442 0.70
≡ ABG - Asbury Automotive Group Inc. Add 11.34% 215,688 0.47
≡ TDG - TransDigm Group Inc. Buy 539,305 6.80
≡ ET - Energy Transfer LP Buy 13,527,492 2.45
Q4  2019
≡ CWH - Camping World Holdings Inc. Add 11.91% 650,182 0.30
≡ AGN - Allergan Plc Buy 1,238,000 7.35
≡ BMY.R - Bristol-Myers Squibb Rights Buy 23,202,869 2.17
≡ OI - O-I Glass Inc. Buy 4,873,968 1.81
Q3  2019
≡ TEVA - Teva Pharmaceutical Industries Ltd. Add 33.25% 6,000,000 1.16
≡ CWH - Camping World Holdings Inc. Add 6.85% 349,818 0.09
≡ AABA - Altaba Inc. Buy 12,650,000 6.90
≡ SCU-OLD - Sculptor Capital Management Buy 2,223,860 1.21
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
≡ META - Meta Platforms Inc. Add 2.51% 25,074 0.12
≡ CWH - Camping World Holdings Inc. Add 2.24% 86,554 0.03
≡ OZM - Och Ziff Capital Mgmt Grp LLC Add 0.00% 1 0.00
≡ CELG - Celgene Corp. Buy 6,752,869 17.89
≡ PCG - PG&E Corp. Buy 25,000,000 12.50
Q4  2018
≡ AKBA - Akebia Therapeutics Inc. Add 405.36% 4,537,176 1.03
≡ CWH - Camping World Holdings Inc. Add 65.75% 1,530,708 0.73
≡ ABG - Asbury Automotive Group Inc. Add 20.03% 317,437 0.87
≡ LAD - Lithia Motors Inc. Add 15.00% 300,000 0.95
≡ BEN - Franklin Resources Add 0.93% 92,683 0.11
≡ META - Meta Platforms Inc. Buy 999,649 5.42
≡ PACD - Pacific Drilling S.A. Buy 7,414,537 4.09
Q3  2018
≡ LAD - Lithia Motors Inc. Add 92.25% 959,673 2.07
≡ ABG - Asbury Automotive Group Inc. Add 46.08% 500,000 0.91
≡ BEN - Franklin Resources Add 25.17% 2,000,000 1.61
≡ ESRX - Express Scripts Add 20.32% 539,203 1.35
≡ SPH - Suburban Propane Partners, L.P. Add 5.52% 156,237 0.10
≡ SHPG - Shire plc Buy 2,247,133 10.77
≡ CWH - Camping World Holdings Inc. Buy 2,328,100 1.31
≡ AKBA - Akebia Therapeutics Inc. Buy 1,119,286 0.26
Q2  2018
≡ SPH - Suburban Propane Partners, L.P. Add 42.44% 843,763 0.55
≡ UHAL - U-Haul Holding Co. Add 17.07% 84,001 0.83
≡ AET - Aetna Inc. Add 14.13% 195,000 1.00
≡ KMI - Kinder Morgan Add 3.41% 288,783 0.14
≡ KERX - Keryx Biopharmaceuticals Inc. Add 2.38% 230,879 0.02
≡ QCP - Quality Care Properties Inc. Add 0.37% 25,579 0.02
≡ ESRX - Express Scripts Buy 2,653,101 5.70
≡ GOOGL - Alphabet Inc. Buy 2,482,340 3.90
≡ LAD - Lithia Motors Inc. Buy 1,040,327 2.74
Q1  2018
≡ GPI - Group 1 Automotive Add 99.81% 250,000 0.51
≡ QCP - Quality Care Properties Inc. Add 37.86% 1,922,455 1.17
≡ SPH - Suburban Propane Partners, L.P. Add 31.89% 480,806 0.33
≡ UHAL - U-Haul Holding Co. Add 24.69% 97,434 1.05
≡ PCG - PG&E Corp. Add 20.35% 661,357 0.91
≡ TWX - Time Warner Inc. Add 12.26% 365,461 1.08
≡ AET - Aetna Inc. Buy 1,380,000 7.31
≡ KMI - Kinder Morgan Buy 8,472,622 4.00
Q4  2017
≡ SPH - Suburban Propane Partners, L.P. Add 120.91% 825,126 0.67
≡ KERX - Keryx Biopharmaceuticals Inc. Add 69.94% 4,000,000 0.63
≡ ABG - Asbury Automotive Group Inc. Add 8.51% 85,091 0.18
≡ ORLY - O'Reilly Automotive Add 3.42% 29,194 0.24
≡ QCP - Quality Care Properties Inc. Add 1.55% 77,545 0.04
≡ TWX - Time Warner Inc. Buy 2,980,642 9.18
≡ PCG - PG&E Corp. Buy 3,250,000 4.91
Q3  2017
≡ SPH - Suburban Propane Partners, L.P. Add 75.44% 293,445 0.30
≡ TEVA - Teva Pharmaceutical Industries Ltd. Buy 21,623,886 14.85
≡ ORLY - O'Reilly Automotive Buy 854,000 7.18
≡ ABG - Asbury Automotive Group Inc. Buy 1,000,000 2.38
≡ GPI - Group 1 Automotive Buy 250,471 0.71
Q2  2017
≡ UHAL - U-Haul Holding Co. Add 46.32% 124,918 1.82
≡ ENT - Global Eagle Entertainment Add 18.97% 1,115,959 0.16
≡ AABA - Altaba Inc. Buy 3,914,805 8.48
≡ CARS - Cars.com Inc. Buy 2,500,000 2.65
≡ SPH - Suburban Propane Partners, L.P. Buy 388,969 0.37
Q1  2017
≡ UHAL - U-Haul Holding Co. Add 162.19% 166,832 2.44
≡ ENT - Global Eagle Entertainment Add 17.68% 884,041 0.11
≡ OZM - Och Ziff Capital Mgmt Grp LLC Add 17.35% 328,860 0.29
≡ QCP - Quality Care Properties Inc. Add 12.13% 540,815 0.39
≡ CLNS - Colony NorthStar Inc. Buy 10,908,145 5.40
Q4  2016
≡ WFC - Wells Fargo Add 20.66% 572,343 1.16
≡ OZM - Och Ziff Capital Mgmt Grp LLC Add 11.20% 190,934 0.23
≡ TWX - Time Warner Inc. Buy 3,050,000 10.81