ABRAMS CAPITAL MANAGEMENT, L.P. Q1 2020 Filing
Filed May 14, 2020
Portfolio Value
$2.5T
Holdings
22
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PCGPG&E CORP | 25,000,000 | $224.8B | 8.85% | |
| 2 | —ALLERGAN PLC | 1,238,000 | $219.3B | 8.63% | |
| 3 | TEVATEVA PHARMACEUTICAL INDS LTD | 24,046,356 | $215.9B | 8.50% | |
| 4 | METAFACEBOOK INC | 1,205,043 | $201.0B | 7.91% | |
| 5 | WTWWILLIS TOWERS WATSON PLC LTD | 1,094,001 | $185.8B | 7.31% | |
| 6 | LADLITHIA MTRS INC | 2,226,068 | $182.1B | 7.17% | |
| 7 | T7DTRANSDIGM GROUP INC | 539,305 | $172.7B | 6.80% | |
| 8 | GOOGLALPHABET INC | 146,440 | $170.2B | 6.70% | |
| 9 | UHALAMERCO | 561,258 | $163.1B | 6.42% | |
| 10 | BENFRANKLIN RESOURCES INC | 9,717,841 | $162.2B | 6.38% | |
| 11 | KMIKINDER MORGAN INC DEL | 9,806,258 | $136.5B | 5.37% | |
| 12 | AWGASBURY AUTOMOTIVE GROUP INC | 2,118,216 | $117.0B | 4.60% | |
| 13 | BMY-RBRISTOL-MYERS SQUIBB CO | 23,202,869 | $88.2B | 3.47% | |
| 14 | ETENERGY TRANSFER LP | 13,527,492 | $62.2B | 2.45% | |
| 15 | OI*O-I GLASS INC | 6,934,144 | $49.3B | 1.94% | |
| 16 | AKBAAKEBIA THERAPEUTICS INC | 5,656,462 | $42.9B | 1.69% | |
| 17 | TMDXTRANSMEDICS GROUP INC | 3,499,859 | $42.3B | 1.66% | |
| 18 | SPHSUBURBAN PROPANE PARTNERS L | 2,667,512 | $37.7B | 1.48% | |
| 19 | CWHCAMPING WORLD HLDGS INC | 6,108,808 | $34.8B | 1.37% | |
| 20 | 35OBSCULPTOR CAP MGMT | 2,058,860 | $27.9B | 1.10% | |
| 21 | —PACIFIC DRILLING SA LUXEMBOU | 7,414,537 | $3.2B | 0.13% | |
| 22 | CCOCLEAR CHANNEL OUTDOOR HLDGS | 3,354,390 | $2.1B | 0.08% |