ABRAMS CAPITAL MANAGEMENT, L.P. Q1 2019 Filing
Filed May 10, 2019
Portfolio Value
$3.6T
Holdings
19
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CELGCELGENE CORP | 6,752,869 | $637.1B | 17.89% | |
| 2 | PCGPG&E CORP | 25,000,000 | $445.0B | 12.50% | |
| 3 | BENFRANKLIN RES INC | 9,772,486 | $323.9B | 9.10% | |
| 4 | ORLYO REILLY AUTOMOTIVE INC NEW | 748,124 | $290.5B | 8.16% | |
| 5 | TEVATEVA PHARMACEUTICAL INDS LTD | 18,046,356 | $283.0B | 7.95% | |
| 6 | LADLITHIA MTRS INC | 2,300,000 | $213.3B | 5.99% | |
| 7 | UHALAMERCO | 561,258 | $208.5B | 5.86% | |
| 8 | WTWWILLIS TOWERS WATSON PUB LTD | 1,109,811 | $194.9B | 5.47% | |
| 9 | METAFACEBOOK INC | 1,024,723 | $170.8B | 4.80% | |
| 10 | KMIKINDER MORGAN INC DEL | 8,529,816 | $170.7B | 4.79% | |
| 11 | GOOGLALPHABET INC | 124,117 | $146.1B | 4.10% | |
| 12 | AWGASBURY AUTOMOTIVE GROUP INC | 1,902,528 | $132.0B | 3.71% | |
| 13 | —PACIFIC DRILLING SA LUXEMBOU | 7,414,537 | $104.5B | 2.94% | |
| 14 | SPHSUBURBAN PROPANE PARTNERS L | 2,988,346 | $67.0B | 1.88% | |
| 15 | CWHCAMPING WORLD HLDGS INC | 3,945,362 | $54.9B | 1.54% | |
| 16 | AKBAAKEBIA THERAPEUTICS INC | 5,656,462 | $46.3B | 1.30% | |
| 17 | —OCH ZIFF CAP MGMT GROUP | 2,223,860 | $36.5B | 1.02% | |
| 18 | —CLEAR CHANNEL OUTDOOR HLDGS | 3,354,390 | $17.9B | 0.50% | |
| 19 | BNEDBARNES & NOBLE ED INC | 4,260,401 | $17.9B | 0.50% |