ABRAMS CAPITAL MANAGEMENT, L.P. Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$2.4T
Holdings
19
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BENFRANKLIN RES INC | 10,037,706 | $297.7B | 12.30% | |
| 2 | ORLYO REILLY AUTOMOTIVE INC NEW | 859,981 | $296.1B | 12.24% | |
| 3 | TEVATEVA PHARMACEUTICAL INDS LTD | 18,522,372 | $285.6B | 11.80% | |
| 4 | UHALAMERCO | 576,045 | $189.0B | 7.81% | |
| 5 | W3UWESTERN UN CO | 10,434,763 | $178.0B | 7.36% | |
| 6 | LADLITHIA MTRS INC | 2,300,000 | $175.6B | 7.25% | |
| 7 | WTWWILLIS TOWERS WATSON PUB LTD | 1,109,811 | $168.5B | 6.96% | |
| 8 | KMIKINDER MORGAN INC DEL | 8,761,405 | $134.8B | 5.57% | |
| 9 | METAFACEBOOK INC | 999,649 | $131.0B | 5.42% | |
| 10 | GOOGLALPHABET INC | 124,117 | $129.7B | 5.36% | |
| 11 | AWGASBURY AUTOMOTIVE GROUP INC | 1,902,528 | $126.8B | 5.24% | |
| 12 | —PACIFIC DRILLING SA LUXEMBOU | 7,414,537 | $99.0B | 4.09% | |
| 13 | SPHSUBURBAN PROPANE PARTNERS L | 2,988,346 | $57.6B | 2.38% | |
| 14 | CWHCAMPING WORLD HLDGS INC | 3,858,808 | $44.3B | 1.83% | |
| 15 | AKBAAKEBIA THERAPEUTICS INC | 5,656,462 | $31.3B | 1.29% | |
| 16 | BNEDBARNES & NOBLE ED INC | 5,872,465 | $23.5B | 0.97% | |
| 17 | —OCH ZIFF CAP MGMT GROUP | 22,238,592 | $20.5B | 0.85% | |
| 18 | —CLEAR CHANNEL OUTDOOR HLDGS | 3,354,390 | $17.4B | 0.72% | |
| 19 | —GLOBAL EAGLE ENTMT INC | 6,069,147 | $13.5B | 0.56% |