ABRAMS CAPITAL MANAGEMENT, L.P. Q2 2019 Filing
Filed August 9, 2019
Portfolio Value
$3.7T
Holdings
19
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CELGCELGENE CORP | 6,752,869 | $624.2B | 16.96% | |
| 2 | PCGPG&E CORP | 25,000,000 | $573.0B | 15.56% | |
| 3 | BENFRANKLIN RES INC | 9,772,486 | $340.1B | 9.24% | |
| 4 | LADLITHIA MTRS INC | 2,300,000 | $273.2B | 7.42% | |
| 5 | WTWWILLIS TOWERS WATSON PUB LTD | 1,109,811 | $212.6B | 5.77% | |
| 6 | UHALAMERCO | 561,258 | $212.5B | 5.77% | |
| 7 | METAFACEBOOK INC | 1,024,723 | $197.8B | 5.37% | |
| 8 | ORLYO REILLY AUTOMOTIVE INC NEW | 533,886 | $197.2B | 5.36% | |
| 9 | KMIKINDER MORGAN INC DEL | 8,529,816 | $178.1B | 4.84% | |
| 10 | TEVATEVA PHARMACEUTICAL INDS LTD | 18,046,356 | $166.6B | 4.52% | |
| 11 | AWGASBURY AUTOMOTIVE GROUP INC | 1,902,528 | $160.5B | 4.36% | |
| 12 | GOOGLALPHABET INC | 124,117 | $134.4B | 3.65% | |
| 13 | —PACIFIC DRILLING SA LUXEMBOU | 7,414,537 | $93.4B | 2.54% | |
| 14 | TMDXTRANSMEDICS GROUP INC | 3,499,859 | $87.8B | 2.39% | |
| 15 | SPHSUBURBAN PROPANE PARTNERS L | 2,988,346 | $72.6B | 1.97% | |
| 16 | CWHCAMPING WORLD HLDGS INC | 5,108,808 | $63.5B | 1.72% | |
| 17 | —OCH ZIFF CPTL MANGEMNT GRP I | 2,223,860 | $51.1B | 1.39% | |
| 18 | AKBAAKEBIA THERAPEUTICS INC | 5,656,462 | $27.4B | 0.74% | |
| 19 | CCOCLEAR CHANNEL OUTDOOR HLDGS | 3,354,390 | $15.8B | 0.43% |